UBS Group
FPA icon

UBS Group’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

UBS Group’s Portfolio FPA Stock Details FPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6K Buy
244
+209
+597% +$9.24K ﹤0.01% 8354
2025
Q4 		$1.31K Sell
35
-512
-94% -$19.5K ﹤0.01% 9636
2025
Q3 		$20.4K Buy
+547
New +$20K ﹤0.01% 8136
2025
Q2 		– Sell
-56
Closed -$1.59K – 10451
2025
Q1 		$1.59K Sell
56
-144
-72% -$4.17K ﹤0.01% 9483
2024
Q4 		$5.48K Buy
200
+15
+8% +$440 ﹤0.01% 8655
2024
Q3 		$5.66K Buy
+185
New +$5.32K ﹤0.01% 8038
2024
Q2 		– Sell
-43
Closed -$1.19K – 9702
2024
Q1 		$1.19K Buy
43
+6
+16% +$161 ﹤0.01% 8200
2023
Q4 		$1.01K Sell
37
-72
-66% -$1.82K ﹤0.01% 8435
2023
Q3 		$2.78K Buy
+109
New +$2.96K ﹤0.01% 7646
2023
Q2 		– Sell
-4,504
Closed -$121K – 9140
2023
Q1 		$121K Sell
4,504
-732
-14% -$19.5K ﹤0.01% 5773
2022
Q4 		$134K Buy
5,236
+151
+3% +$3.72K ﹤0.01% 5820
2022
Q3 		$115K Sell
5,085
-9,794
-66% -$253K ﹤0.01% 5590
2022
Q2 		$387K Buy
14,879
+8,684
+140% +$250K ﹤0.01% 4449
2022
Q1 		$190K Sell
6,195
-254,762
-98% -$7.72M ﹤0.01% 5410
2021
Q4 		$8.13M Sell
260,957
-1,936
-0.7% -$61.8K ﹤0.01% 2337
2021
Q3 		$8.5M Buy
262,893
+258,393
+5,742% +$8.89M ﹤0.01% 2169
2021
Q2 		$163K Sell
4,500
-1,322
-23% -$47.6K ﹤0.01% 5508
2021
Q1 		$195K Buy
5,822
+865
+17% +$29.3K ﹤0.01% 5512
2020
Q4 		$158K Sell
4,957
-433
-8% -$12.5K ﹤0.01% 5389
2020
Q3 		$144K Sell
5,390
-3,708
-41% -$97.9K ﹤0.01% 4980
2020
Q2 		$222K Buy
9,098
+1,183
+15% +$26.7K ﹤0.01% 4737
2020
Q1 		$157K Sell
7,915
-3,579
-31% -$89.1K ﹤0.01% 4907
2019
Q4 		$328K Sell
11,494
-120
-1% -$3.35K ﹤0.01% 5213
2019
Q3 		$319K Hold
11,614
– – ﹤0.01% 4899
2019
Q2 		$346K Sell
11,614
-4,820
-29% -$142K ﹤0.01% 4550
2019
Q1 		$500K Sell
16,434
-1,323
-7% -$39.7K ﹤0.01% 4067
2018
Q4 		$483K Sell
17,757
-4,318
-20% -$122K ﹤0.01% 4297
2018
Q3 		$691K Sell
22,075
-16,454
-43% -$523K ﹤0.01% 4166
2018
Q2 		$1.26M Sell
38,529
-8,714
-18% -$305K ﹤0.01% 3580
2018
Q1 		$1.7M Sell
47,243
-1,908
-4% -$69.8K ﹤0.01% 3267
2017
Q4 		$1.75M Sell
49,151
-331
-0.7% -$11.5K ﹤0.01% 3304
2017
Q3 		$1.66M Buy
49,482
+1,736
+4% +$58.5K ﹤0.01% 3287
2017
Q2 		$1.56M Buy
47,746
+1,703
+4% +$54.2K ﹤0.01% 3227
2017
Q1 		$1.43M Buy
46,043
+589
+1% +$17.5K ﹤0.01% 3231
2016
Q4 		$1.24M Sell
45,454
-3,082
-6% -$87.4K ﹤0.01% 3375
2016
Q3 		$1.47M Buy
48,536
+8,504
+21% +$251K ﹤0.01% 3110
2016
Q2 		$1.1M Sell
40,032
-15
-0% -$411 ﹤0.01% 3307
2016
Q1 		$1.14M Buy
40,047
+3,222
+9% +$85.2K ﹤0.01% 3145
2015
Q4 		$1.01M Buy
36,825
+15,839
+75% +$447K ﹤0.01% 3397
2015
Q3 		$566K Buy
20,986
+6,421
+44% +$184K ﹤0.01% 3796
2015
Q2 		$445K Buy
14,565
+2,366
+19% +$75.7K ﹤0.01% 4225
2015
Q1 		$381K Sell
12,199
-553
-4% -$16.4K ﹤0.01% 4355
2014
Q4 		$356K Buy
+12,752
New +$372K ﹤0.01% 4506

Other funds holding FPA

LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's FPA Position: Q1 2026 in Review

UBS Group increased its First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) stake by 597% in Q1 2026, buying an estimated $9.24K and bringing the position to 244 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #8354.

UBS Group first reported a position in FPA in Q4 2014 and has held it in 43 quarters since. The position peaked at $8.5M in Q3 2021. 14 funds tracked by Wall St. Rank hold FPA as of Q1 2026.

  • UBS Group held 244 shares of First Trust Asia Pacific ex-Japan AlphaDEX Fund worth $10.6K as of Q1 2026.
  • UBS Group bought 209 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q1 2026, an estimated $9.24K.
  • First Trust Asia Pacific ex-Japan AlphaDEX Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8354 holding.
  • UBS Group first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $8.5M in Q3 2021.
  • 14 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.