UBS Group
FCFY icon

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
2026
Q3 		$10.9K Buy
+377
New +$11.1K ﹤0.01% 9009
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

Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

UBS Group's FCFY Position: Q3 2026 in Review

UBS Group opened a new position in First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) in Q3 2026: 377 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #9009 among its holdings. This is a return to the name: UBS Group previously reported a position in FCFY as recently as Q3 2025.

UBS Group first reported a position in FCFY in Q3 2023 and has held it in 7 quarters since. The position peaked at $38.8K in Q3 2023. 4 funds tracked by Wall St. Rank hold FCFY as of Q3 2026.

  • UBS Group held 377 shares of First Trust S&P 500 Diversified Free Cash Flow ETF worth $10.9K as of Q3 2026.
  • First Trust S&P 500 Diversified Free Cash Flow ETF was a new UBS Group position in Q3 2026.
  • First Trust S&P 500 Diversified Free Cash Flow ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9009 holding.
  • UBS Group first reported a position in First Trust S&P 500 Diversified Free Cash Flow ETF in Q3 2023 and has held it in 7 quarters since.
  • UBS Group's First Trust S&P 500 Diversified Free Cash Flow ETF position peaked at $38.8K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held First Trust S&P 500 Diversified Free Cash Flow ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.