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FUMBFUMB
25 quarters

Position history for UBS Group AGUBS Group AG's holdings in FIRST TR EXCH TRADED FD III

UBS Group AG holds 229,246 shares of FUMB (FIRST TR EXCH TRADED FD III), worth $4.6M as of 2026-Q2. The position was increased (+8.0% shares). FUMB represents 0.0% of UBS Group AG's portfolio.

Current Value

$4.6M

Current Shares

229,246

Total Value Change

+$4.6M

Total Shares Change

+228,993

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
229,246
+8.0%
$4.6M0.0%$20.02
29
2026-Q1
Increased
212,193
+1.9%
$4.3M0.0%$19.87
27
2025-Q4
Increased
208,321
+9.9%
$4.2M0.0%$19.74
29
2025-Q3
Decreased
189,623
-1.1%
$3.8M0.0%$19.65
0
2025-Q2
Increased
191,751
+0.2%
$3.9M0.0%$19.51
27
2025-Q1
Increased
191,368
+414.7%
$3.8M0.0%$19.36
43
2024-Q4
Decreased
37,180
-45.9%
$746,9460.0%$19.21
0
2024-Q3
Decreased
68,728
-19.1%
$1.4M0.0%$19.08
0
2024-Q2
Decreased
84,965
-23.4%
$1.7M0.0%$18.89
0
2024-Q1
Decreased
110,845
-53.7%
$2.2M0.0%$18.74
0
2023-Q4
Increased
239,553
+73.1%
$4.8M0.0%$18.64
40
2023-Q3
Decreased
138,363
-10.4%
$2.8M0.0%$18.40
0
2023-Q2
Decreased
154,496
-23.3%
$3.1M0.0%$18.35
0
2023-Q1
Increased
201,322
+1.1%
$4M0.0%$18.24
27
2022-Q4
Increased
199,058
+54.0%
$4M0.0%$18.13
38
2022-Q3
Increased
129,239
+866x
$2.6M0.0%$17.93
42
2022-Q2
Decreased
149
-93.7%
$3,0000.0%$18.01
0
2022-Q1
New
2,358
-
$47,0000.0%$17.97
31
2021-Q4
Exited
0
-100.0%
$00.0%$18.13
0
2021-Q3
New
772
-
$16,0000.0%$18.13
28
2021-Q2
Exited
0
-100.0%
$00.0%$18.12
0
2021-Q1
Increased
6,399
+108.3%
$129,0000.0%$18.11
24
2020-Q4
New
3,072
-
$62,0000.0%$18.06
32
2020-Q3
Exited
0
-100.0%
$00.0%$18.01
0
2020-Q2
New
253
-
$5,0000.0%$17.92
23

Other major holders of FUMB: LPL Financial LLC, Rockefeller Capital Management L.P., MORGAN STANLEY

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