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Position history for UBS Group AGUBS Group AG's holdings in FIRST TR INTERM DUR & INC

UBS Group AG holds 149,378 shares of FPF (FIRST TR INTERM DUR & INC), worth $2.7M as of 2026-Q2. The position was decreased (-5.8% shares). FPF represents 0.0% of UBS Group AG's portfolio.

Current Value

$2.7M

Current Shares

149,378

Total Value Change

-$165,637

Total Shares Change

+1,921

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
149,378
-5.8%
$2.7M0.0%$18.03
0
2026-Q1
Increased
158,615
+3.9%
$2.8M0.0%$17.10
27
2025-Q4
Increased
152,638
+7.8%
$2.8M0.0%$17.82
28
2025-Q3
Decreased
141,561
-2.0%
$2.7M0.0%$17.78
0
2025-Q2
Increased
144,404
+0.4%
$2.7M0.0%$17.09
26
2025-Q1
Increased
143,859
+4.0%
$2.6M0.0%$16.32
27
2024-Q4
Decreased
138,326
-6.2%
$2.5M0.0%$15.74
0
2024-Q3
Increased
147,457
+5.7%
$2.9M0.0%$16.58
28

Other major holders of FPF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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