UBS Group AG FPXE — FIRST TR EXCHANGE TRADED FD

Ownership history in UBS Group AG  ·  21 quarters on record

AI Ownership Summary

UBS Group AG reported FIRST TR EXCHANGE TRADED FD (FPXE) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FPXE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FPXE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FPXE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FPXE stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held FPXE — position size vs. price
% of Fund (quarterly)    FPXE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7 -23 -76.7% 0.00% $219 2026-05-05 $34.25
2024 Q4 REDUCED 66.3% +0.4% ❌ 30 -59 -66.3% 0.00% $767 2025-02-14 $27.84
2024 Q3 ADDED — — — 89 +75 +535.7% 0.00% $2K 2024-11-14 $25.61
2024 Q2 REDUCED 92.5% +4.5% ❌ 14 -172 -92.5% 0.00% $357 2024-08-14 $24.79
2024 Q1 REDUCED 76.8% +1.6% ❌ 186 -614 -76.8% 0.00% $5K 2024-05-13 $24.45
2023 Q4 ADDED — — — 800 +200 +33.3% 0.00% $18K 2024-02-09 $22.89
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FPXE

As of 2026 Q1 — sorted by position size

Triad Wealth Partners, LLC 0.02% REAP Financial Group, LLC 0.0% NBC SECURITIES, INC. 0.0% Cetera Investment Advisers 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% Sound Income Strategies, LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About UBS Group AG and FPXE

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning FPXE?

UBS Group AG reported FPXE across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FPXE position in UBS Group AG's portfolio?

The largest reported portfolio weight for FPXE was 0.00% in 2023 Q4.

What is the latest reported FPXE position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $219.

What does the chart on this FPXE ownership page compare?

The chart compares UBS Group AG's quarterly FPXE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their FPXE position?

Based on 13F filing dates vs. subsequent FPXE price moves, UBS Group AG correctly timed 13 out of 20 reported position changes (65%). The annualised alpha on FPXE relative to SPY over the holding period was -6.5%.

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