UBS Group
FSGS

UBS Group’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

UBS Group’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-397
Closed -$12.1K – 11454
2025
Q4 		$12.1K Sell
397
-3,747
-90% -$115K ﹤0.01% 8129
2025
Q3 		$129K Buy
4,144
+321
+8% +$9.91K ﹤0.01% 6948
2025
Q2 		$113K Buy
3,823
+1,758
+85% +$49.7K ﹤0.01% 7129
2025
Q1 		$56.5K Buy
+2,065
New +$60.2K ﹤0.01% 7492
2024
Q4 		– Sell
-417
Closed -$12.6K – 10570
2024
Q3 		$12.6K Buy
+417
New +$12.2K ﹤0.01% 7628
2024
Q2 		– Sell
-79
Closed -$2.28K – 10249
2024
Q1 		$2.28K Buy
79
+42
+114% +$1.18K ﹤0.01% 7937
2023
Q4 		$1.06K Buy
37
+14
+61% +$365 ﹤0.01% 8417
2023
Q3 		$587 Sell
23
-1,195
-98% -$32.2K ﹤0.01% 8392
2023
Q2 		$32.8K Buy
1,218
+47
+4% +$1.22K ﹤0.01% 6677
2023
Q1 		$31.1K Buy
1,171
+110
+10% +$3K ﹤0.01% 6773
2022
Q4 		$26.9K Sell
1,061
-1,010
-49% -$25.9K ﹤0.01% 7353
2022
Q3 		$48K Buy
2,071
+21
+1% +$551 ﹤0.01% 6390
2022
Q2 		$51K Buy
2,050
+695
+51% +$18.8K ﹤0.01% 5896
2022
Q1 		$39K Sell
1,355
-986
-42% -$28.3K ﹤0.01% 6744
2021
Q4 		$70K Buy
2,341
+1,735
+286% +$51.1K ﹤0.01% 6630
2021
Q3 		$17K Sell
606
-877
-59% -$25.1K ﹤0.01% 7359
2021
Q2 		$43K Sell
1,483
-1,316
-47% -$38.6K ﹤0.01% 6581
2021
Q1 		$79K Buy
+2,799
New +$75.3K ﹤0.01% 6146
2020
Q4 		– Sell
-1,248
Closed -$23K – 8840
2020
Q3 		$23K Sell
1,248
-214
-15% -$4.01K ﹤0.01% 6214
2020
Q2 		$26K Buy
+1,462
New +$24.4K ﹤0.01% 6383
2019
Q3 		– Sell
-914
Closed -$19K – 8320
2019
Q2 		$19K Buy
914
+665
+267% +$13.9K ﹤0.01% 6657
2019
Q1 		$5K Buy
+249
New +$5.16K ﹤0.01% 7193
2018
Q4 		– Sell
-240
Closed -$6K – 8363
2018
Q3 		$6K Sell
240
-62
-21% -$1.44K ﹤0.01% 7425
2018
Q2 		$7K Buy
+302
New +$6.66K ﹤0.01% 7356

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

UBS Group's FSGS Position: Q1 2026 in Review

UBS Group sold out of First Trust SMID Growth Strength ETF (FSGS) in Q1 2026, closing a stake of 397 shares — an estimated $12.1K sold.

UBS Group first reported a position in FSGS in Q2 2018 and held it in 24 quarters. The position peaked at $129K in Q3 2025. 12 funds tracked by Wall St. Rank hold FSGS as of Q1 2026.

  • UBS Group reported no remaining First Trust SMID Growth Strength ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 397 First Trust SMID Growth Strength ETF shares in Q1 2026, an estimated $12.1K.
  • UBS Group first reported a position in First Trust SMID Growth Strength ETF in Q2 2018 and held it in 24 quarters.
  • UBS Group's First Trust SMID Growth Strength ETF position peaked at $129K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2026.

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