Ubs Group Ag First Tr Exchange Traded Fd Vi Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$21.22 - $22.69 $351,339 - $375,678	16,557 Added 2920.11%	17,124 $374,000
Q1 2024 May 13, 2024	SELL	$20.77 - $22.2 $78,406 - $83,805	-3,775 Reduced 86.94%	567 $12,000
Q4 2023 Feb 09, 2024	BUY	$19.28 - $21.25 $83,713 - $92,267	4,342 New	4,342 $92,000
Q1 2023 May 12, 2023	BUY	$18.59 - $19.9 $59,989 - $64,217	3,227 Added 1027.71%	3,541 $70,000
Q4 2022 Feb 08, 2023	BUY	$16.17 - $18.93 $5,077 - $5,944	314 New	314 $5,000
Q2 2022 Aug 10, 2022	SELL	$17.44 - $19.5 $14,440 - $16,146	-828 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$18.22 - $20.29 $8,199 - $9,130	450 Added 119.05%	828 $16,000
Q4 2021 Feb 14, 2022	BUY	$19.64 - $20.55 $7,423 - $7,767	378 New	378 $8,000

Others Institutions Holding YJUN

# of Institutions

65

Shares Held

6.09M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.7M
Shares

$37.3 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

847K
Shares

$18.6 Million
0.03% of portfolio
Maltin Wealth Management, Inc.

800K
Shares

$17.5 Million
10.02% of portfolio
Prw Wealth Management LLC

433K
Shares

$9.51 Million
3.25% of portfolio
Stephens Inc

295K
Shares

$6.48 Million
0.1% of portfolio

About FIRST TR EXCHANGE TRADED FD VI

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