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First Tr Exch Trd Alphadex sml cp grw a shares owned by UBS Group

Quarter-by-quarter ownership of First Tr Exch Trd Alphadex sml cp grw a (FYC) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in First Tr Exch Trd Alphadex sml cp grw a

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All positions including First Tr Exch Trd Alphadex sml cp grw a held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Trd Alphadex sml cp grw a by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 32k 62.92
2023-09-30 $2.1M 37k 56.36
2023-06-30 $1.5M 25k 60.21
2023-03-31 $1.6M 27k 57.85
2022-12-31 $1.7M 30k 55.28
2022-09-30 $1.5M 27k 53.28
2022-06-30 $2.9M 54k 54.16
2022-03-31 $4.3M 62k 69.67
2021-12-31 $4.8M 64k 74.55
2021-09-30 $4.7M 65k 71.58
2021-06-30 $5.0M 68k 73.29
2021-03-31 $6.3M 90k 69.67
2020-12-31 $3.6M 58k 61.47
2020-09-30 $2.0M 43k 47.27
2020-06-30 $1.9M 45k 42.41
2020-03-31 $1.5M 45k 32.62
2019-12-31 $7.3M 156k 46.67
2019-09-30 $7.4M 169k 43.87
2019-06-30 $10M 216k 46.55
2019-03-31 $11M 240k 46.16
2018-12-31 $8.2M 205k 40.12
2018-09-30 $14M 266k 52.32
2018-06-30 $9.7M 201k 48.43
2018-03-31 $6.9M 144k 48.08
2017-12-31 $6.5M 150k 43.22
2017-09-30 $2.6M 64k 41.20
2017-06-30 $2.4M 62k 38.47
2017-03-31 $2.2M 61k 36.43
2016-12-31 $2.0M 57k 34.61
2016-09-30 $1.9M 57k 33.82
2016-06-30 $94k 3.0k 31.33
2016-03-31 $87k 2.9k 30.31
2015-12-31 $3.0M 99k 30.50
2015-09-30 $318k 11k 29.20

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
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Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding First Tr Exch Trd Alphadex sml cp grw a

J Arnold Wealth Management
Bank of America Corporation
Royal Bank of Canada
IFP Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Raymond James Financial Services Advisors
Kingsview Wealth Management
Benjamin F. Edwards & Company
Raymond James & Associates
Pnc Financial Services
Moneywise
Bedel Financial Consulting
Advisor Group Holdings

View all funds holding First Tr Exch Trd Alphadex sml cp grw a