UBS Group’s First Trust S&P 500 Diversified Free Cash Flow ETF FCFY Stock Holding History

UBS Group’s Portfolio FCFY Stock Details FCFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-91	Closed	-$2.45K	–	10693
2025 Q3	$2.45K	Hold	91	–	–	﹤0.01%	9170
2025 Q2	$2.26K	Sell	91 -85	-48%	-$1.97K	﹤0.01%	9493
2025 Q1	$4.09K	Buy	176 +1	+0.6%	+$24	﹤0.01%	9147
2024 Q4	$4.21K	Buy	+175	New	+$4.32K	﹤0.01%	8774
2024 Q1	–	Sell	-1,553	Closed	-$34.2K	–	9505
2023 Q4	$34.2K	Sell	1,553 -425	-21%	-$8.61K	﹤0.01%	6768
2023 Q3	$38.8K	Buy	+1,978	New	+$39.6K	﹤0.01%	6455

Other funds holding FCFY

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group's FCFY Position: Q4 2025 in Review

UBS Group sold out of First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) in Q4 2025, closing a stake of 91 shares — an estimated $2.45K sold.

UBS Group first reported a position in FCFY in Q3 2023 and held it in 6 quarters. The position peaked at $38.8K in Q3 2023. 5 funds tracked by Wall St. Rank hold FCFY as of Q4 2025.

UBS Group reported no remaining First Trust S&P 500 Diversified Free Cash Flow ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 91 First Trust S&P 500 Diversified Free Cash Flow ETF shares in Q4 2025, an estimated $2.45K.
UBS Group first reported a position in First Trust S&P 500 Diversified Free Cash Flow ETF in Q3 2023 and held it in 6 quarters.
UBS Group's First Trust S&P 500 Diversified Free Cash Flow ETF position peaked at $38.8K in Q3 2023.
5 funds tracked by Wall St. Rank held First Trust S&P 500 Diversified Free Cash Flow ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.