First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MX ˙ BMV ˙ US3369201039
SecurityMX:FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
InstitutionUBS Group AG
Latest Disclosed Ownership57,752 shares
Latest Disclosed Value $ 9,171,595
UBS Group AG reports 12.25% increase in ownership of FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 57,752 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF (MX:FPX) valued at $9,171,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 51,448 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF. This represents a change in shares of 12.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 57,752 6,304 12.25 9,172 8.97 0.0003
2026-01-29 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 51,448 -933 -1.78 8,416 -3.30 0.0014
2025-11-13 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 52,381 6,324 13.73 8,704 30.40 0.0014
2025-08-14 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 46,057 -13,190 -22.26 6,674 0.82 0.0012
2025-05-13 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 59,247 -1,688 -2.77 6,620 -9.09 0.0012
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 60,935 -10,941 -15.22 7,282 -8.06 0.0013
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 71,876 17,813 32.95 7,920 47.49 0.0017
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 54,063 1,952 3.75 5,370 -2.59 0.0013
2024-05-13 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 52,111 1,132 2.22 5,513 12.79 0.0014
2024-02-09 2023-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 50,979 -649 -1.26 4,888 12.76 0.0015
2023-11-09 2023-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 51,628 2,569 5.24 4,336 0.23 0.0015
2023-08-11 2023-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 49,059 -10,048 -17.00 4,326 -12.93 0.0015
2023-05-12 2023-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 59,107 -6,554 -9.98 4,968 -3.85 0.0018
2023-02-08 2022-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 65,661 1,643 2.57 5,166 -0.40 0.0019
2022-11-10 2022-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 64,018 -125,766 -66.27 5,187 -66.73 0.0023
2022-08-10 2022-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 189,784 -39,585 -17.26 15,591 -37.69 0.0064
2022-05-16 2022-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 229,369 -159,143 -40.96 25,020 -47.43 0.0083
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 388,512 -73,718 -15.95 47,597 -16.55 0.0136
2021-11-15 2021-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 462,230 -91,363 -16.50 57,039 -19.17 0.0180
2021-08-13 2021-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 553,593 -47,477 -7.90 70,567 -1.47 0.0228
2021-05-12 2021-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 601,070 61,454 11.39 71,617 12.18 0.0238
2021-02-11 2020-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 539,616 -7,985 -1.46 63,842 20.64 0.0216
2020-11-12 2020-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 547,601 -7,167 -1.29 52,920 13.85 0.0199
2020-07-31 2020-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 554,768 -22,618 -3.92 46,484 27.77 0.0196
2020-05-01 2020-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 577,386 -32,477 -5.33 36,381 -25.76 0.0171
2020-02-14 2019-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 609,863 133,162 27.93 49,002 35.57 0.0171
2019-11-14 2019-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 476,701 3,561 0.75 36,146 -1.96 0.0139
2019-08-14 2019-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 473,140 -191,932 -28.86 36,868 -25.98 0.0142
2019-05-14 2019-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 665,072 154,494 30.26 49,807 57.19 0.0206
2019-02-14 2018-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 510,578 91,797 21.92 31,686 1.86 0.0144
2018-11-14 2018-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 418,781 850 0.20 31,107 4.20 0.0123
2018-08-14 2018-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 417,931 -209,093 -33.35 29,853 -30.55 0.0129
2018-05-15 2018-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 627,024 -4,852 -0.77 42,983 -0.32 0.0186
2018-02-14 2017-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 631,876 237,232 60.11 43,119 71.12 0.0177
2017-11-14 2017-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 394,644 -2,940 -0.74 25,198 6.18 0.0117
2017-11-14 2017-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 397,584 -253,737 -38.96 23,732 -36.50 0.0123
2017-08-14 2017-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 397,584 23,732
2017-11-14 2017-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 651,321 59,514 10.06 37,373 16.66 0.0204
2017-05-12 2017-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 651,321 59,514 37,373
2017-02-14 2016-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 591,807 363,635 159.37 32,035 158.56 0.0177
2016-11-14 2016-09-30 13F FIRST TR US IPO INDEX FD SHS 336920103 228,172 -172 -0.08 12,390 7.40 0.0074
2016-08-12 2016-06-30 13F FIRST TR US IPO INDEX FD SHS 336920103 228,344 -2,021 -0.88 11,536 0.08 0.0072
2016-05-12 2016-03-31 13F FIRST TR US IPO INDEX FD SHS 336920103 230,365 -264,950 -53.49 11,527 -54.48 0.0077
2016-02-16 2015-12-31 13F FIRST TR US IPO INDEX FD SHS 336920103 495,315 10,248 2.11 25,325 7.23 0.0164
2015-11-13 2015-09-30 13F FIRST TR US IPO INDEX FD SHS 336920103 485,067 30,580 6.73 23,618 -4.72 0.0167
2015-08-14 2015-06-30 13F FIRST TR US IPO INDEX FD SHS 336920103 454,487 115,078 33.91 24,788 35.70 0.0165
2015-05-14 2015-03-31 13F FIRST TR US IPO INDEX FD SHS 336920103 339,409 73,003 27.40 18,267 36.34 0.0126
2015-02-17 2014-12-31 13F FIRST TR US IPO INDEX FD SHS 336920103 266,406 266,406 13,398 0.0094
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.