UBS Group
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UBS Group’s First Trust New York Municipal High Income ETF FMNY Stock Holding History

UBS Group’s Portfolio FMNY Stock Details FMNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-373
Closed -$9.86K – 10631
2026
Q1 		$9.86K Buy
373
+326
+694% +$8.75K ﹤0.01% 8409
2025
Q4 		$1.25K Sell
47
-948
-95% -$25.3K ﹤0.01% 9649
2025
Q3 		$26.4K Buy
995
+333
+50% +$8.67K ﹤0.01% 7984
2025
Q2 		$17.2K Buy
+662
New +$17.2K ﹤0.01% 8540
2024
Q3 		– Sell
-2,361
Closed -$63.3K – 9673
2024
Q2 		$63.3K Buy
+2,361
New +$63.2K ﹤0.01% 6504
2023
Q3 		– Sell
-20
Closed -$531 – 9621
2023
Q2 		$531 Buy
20
+10
+100% +$267 ﹤0.01% 8187
2023
Q1 		$268 Sell
10
-90
-90% -$2.41K ﹤0.01% 9105
2022
Q4 		$2.64K Sell
100
-900
-90% -$23.3K ﹤0.01% 9649
2022
Q3 		$25K Buy
+1,000
New +$26.6K ﹤0.01% 7093

Other funds holding FMNY

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's FMNY Position: Q2 2026 in Review

UBS Group sold out of First Trust New York Municipal High Income ETF (FMNY) in Q2 2026, closing a stake of 373 shares — an estimated $9.86K sold.

UBS Group first reported a position in FMNY in Q3 2022 and held it in 9 quarters. The position peaked at $63.3K in Q2 2024. 20 funds tracked by Wall St. Rank hold FMNY as of Q2 2026.

  • UBS Group reported no remaining First Trust New York Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 373 First Trust New York Municipal High Income ETF shares in Q2 2026, an estimated $9.86K.
  • UBS Group first reported a position in First Trust New York Municipal High Income ETF in Q3 2022 and held it in 9 quarters.
  • UBS Group's First Trust New York Municipal High Income ETF position peaked at $63.3K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.