XISE — FIRST TR EXCHNG TRADED FD VI

Ownership history in UBS Group AG  ·  5 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in FIRST TR EXCHNG TRADED FD VI (XISE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 18,774 -3,063 -14.0% 0.00% $567K $29.47
2025 Q2 ADDED 21,837 +10,974 +101.0% 0.00% $665K $29.12
2025 Q1 ADDED 10,863 +10,592 +3908.5% 0.00% $326K $28.33
2024 Q3 ADDED 271 +232 +594.9% 0.00% $8K $27.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XISE price (monthly, adj. close)

Other funds also holding XISE

As of 2025 Q4 — sorted by position size

Triad Wealth Partners, LLC 1.82% Advisory Resource Group 3Y 7Y 0.75% Presidio Capital Management, LLC 3Y 0.19% Accel Wealth Management 3Y 0.19% Weaver Consulting Group 3Y 0.14% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.12% TCFG WEALTH MANAGEMENT, LLC 0.1% WORLD EQUITY GROUP, INC. 0.06% STEPHENS INC /AR/ 3Y 7Y 0.04% MONEY CONCEPTS CAPITAL CORP 3Y 0.03%
← Back to UBS Group AG Holdings