UBS Group
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UBS Group’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

UBS Group’s Portfolio MMSC Stock Details MMSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,870
Closed -$52.2K – 10626
2025
Q1 		$52.2K Buy
+2,870
New +$58.1K ﹤0.01% 7557
2024
Q1 		– Sell
-898
Closed -$15.3K – 9759
2023
Q4 		$15.3K Buy
+898
New +$14K ﹤0.01% 7261

Other funds holding MMSC

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's MMSC Position: Q2 2025 in Review

UBS Group sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q2 2025, closing a stake of 2,870 shares — an estimated $52.2K sold.

UBS Group first reported a position in MMSC in Q4 2023 and held it in 2 quarters. The position peaked at $52.2K in Q1 2025. 14 funds tracked by Wall St. Rank hold MMSC as of Q2 2025.

  • UBS Group reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 2,870 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q2 2025, an estimated $52.2K.
  • UBS Group first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q4 2023 and held it in 2 quarters.
  • UBS Group's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $52.2K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.