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UBS AG FI Enhanced Large Cap Growth ETN (FBGX) Institutional Ownership

UBS AG FI Enhanced Large Cap Growth ETN logo
$943.29
-10.61 (-1.11%)
(As of 06/18/2024)

Institutional Ownership Changes (13F Filings) for UBS AG FI Enhanced Large Cap Growth ETN (NYSEARCA:FBGX)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.82M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.44M
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FBGX Institutional Buying and Selling by Quarter

UBS AG FI Enhanced Large Cap Growth ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Truepoint Inc.241$203K0.0%N/A0.098%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management246$207K0.0%N/A0.100%
5/3/2024 Catalina Capital Group LLC340$287K0.1%N/A0.139%
4/16/2024 Register Financial Advisors LLC57$48K0.0%N/A0.023%
3/5/2024Fisher Asset Management LLC4,615$3.21M0.0%-37.0%1.884%
2/9/2024Advisory Services Network LLC270$188K0.0%N/A0.110%
2/8/2024Meridian Wealth Management LLC314$218K0.0%N/A0.128%
2/7/2024Avantax Advisory Services Inc.349$243K0.0%N/A0.142%
2/6/2024Fisher Asset Management LLC6,852$4.76M0.0%-6.4%2.797%
2/1/2024 CRA Financial Services LLC303$211K0.1%N/A0.124%
1/16/2024Raymond James & Associates462$321K0.0%-38.6%0.189%
1/10/2024 David J Yvars Group307$213K0.2%N/A0.125%
11/27/2023 Trust Co. of Vermont50$27K0.0%-50.0%0.020%
10/24/2023Claybrook Capital LLC18,658$10.25M5.6%N/A7.616%
8/11/2023Kestra Advisory Services LLC820$490K0.0%+56.8%0.335%
8/9/2023Flow Traders U.S. LLC1,263$755K0.0%+2.9%0.516%
8/8/2023Fisher Asset Management LLC6,989$4.18M0.0%-3.5%2.853%
8/3/2023Howard Capital Management Inc.397$237K0.0%N/A0.162%
7/25/2023Raymond James & Associates752$450K0.0%+62.8%0.307%
5/25/2023Empower Advisory Group LLC607$293K0.0%N/A0.248%
5/8/2023 Ground Swell Capital LLC434$209K0.4%N/A0.177%
5/4/2023Calamos Wealth Management LLC466$224K0.0%N/A0.190%
5/3/2023First National Bank of Omaha472$227K0.0%N/A0.193%
5/1/2023Fisher Asset Management LLC7,239$3.49M0.0%-25.3%2.955%
5/1/2023Arete Wealth Advisors LLC430$207.00B0.0%N/A0.176%
4/14/2023Raymond James & Associates462$222K0.0%-23.3%0.189%
1/24/2023Claybrook Capital LLC18,658$194K0.1%N/A7.616%
11/15/2022Flow Traders U.S. LLC942$347K0.0%+24.1%0.384%
11/14/2022 Baader Bank Aktiengesellschaft134,260$1.97M0.2%N/A54.800%
11/8/2022Fisher Asset Management LLC9,185$3.38M0.0%-1.5%3.749%
11/7/2022Arete Wealth Advisors LLC582$214K0.0%-96.0%0.238%
8/13/2022Flow Traders U.S. LLC759$302K0.0%+39.8%0.310%
8/10/2022 Hunter Associates Investment Management LLC572$228K0.1%N/A0.233%
8/9/2022Truvestments Capital LLC63$25K0.0%N/A0.026%
7/20/2022 Trust Co. of Vermont100$40K0.0%N/A0.041%
7/15/2022Newbridge Financial Services Group Inc.145$58K0.0%-24.1%0.059%
5/5/2022Fisher Asset Management LLC9,228$6.58M0.0%-1.7%3.767%
2/14/2022Columbia Asset Management272$236K0.0%N/A0.111%
2/14/2022Fort Point Capital Partners LLC252$219K0.0%N/A0.103%
2/8/2022Raymond James & Associates770$668K0.0%-3.8%0.314%
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2/2/2022Fisher Asset Management LLC9,384$8.14M0.0%-14.0%3.830%
2/2/2022Truepoint Inc.241$209K0.0%N/A0.098%
1/31/2022Howard Capital Management Inc.397$344K0.0%N/A0.162%
1/24/2022Avantax Advisory Services Inc.349$303K0.0%+13.3%0.142%
1/21/2022 Trust Co. of Vermont100$87K0.0%N/A0.041%
1/20/2022AE Wealth Management LLC234$203K0.0%N/A0.096%
11/16/2021Captrust Financial Advisors481$340K0.0%N/A0.196%
11/15/2021Flow Traders U.S. LLC735$520K0.0%-32.6%0.300%
11/10/2021 Creative Planning1,584$1.12M0.0%-15.8%0.647%
11/2/2021Raymond James & Associates800$566K0.0%-4.1%0.327%
10/26/2021Fisher Asset Management LLC10,911$7.72M0.0%-16.1%5.075%
8/24/2021Flow Traders U.S. LLC1,090$755K0.0%-20.0%0.495%
8/12/2021Advisory Services Network LLC270$187K0.0%N/A0.123%
8/11/2021Susquehanna International Group LLP1,271$880K0.0%-52.3%0.578%
8/4/2021 Creative Planning1,881$1.30M0.0%+18.8%0.855%
8/2/2021Advisor Group Holdings Inc.103$71K0.0%N/A0.047%
7/31/2021First American Trust FSB347$240K0.0%-4.4%0.158%
7/31/2021Fisher Asset Management LLC13,003$9.01M0.0%-10.8%5.910%
7/31/2021Fundamentun LLC353$245K0.1%N/A0.160%
5/18/2021Flow Traders U.S. LLC1,363$766K0.0%+1.9%0.593%
5/18/2021Eaton Vance Management193$108K0.0%N/A0.084%
5/18/2021Truvestments Capital LLC63$35K0.0%-30.0%0.027%
5/14/2021Johnson Investment Counsel Inc.1,769$994K0.0%-10.2%0.769%
5/10/2021Kestra Advisory Services LLC523$294K0.0%-11.8%0.227%
4/27/2021Fisher Asset Management LLC14,584$8.20M0.0%-43.0%6.077%
4/19/2021Polaris Wealth Advisory Group LLC323$202K0.0%N/A0.135%
3/26/2021Susquehanna International Group LLP1,092$603K0.0%+10.0%0.455%
2/26/2021 RMR Wealth Builders94$52K0.0%N/A0.038%
2/17/2021Truvestments Capital LLC90$49K0.0%N/A0.037%
2/17/2021 IMC Chicago LLC10,423$5.76M0.0%-84.1%4.254%
2/16/2021Centric Wealth Management492$272K0.1%N/A0.201%
2/10/2021 Signet Financial Management LLC396$219K0.0%N/A0.162%
1/30/2021 Hunter Associates Investment Management LLC573$317K0.1%N/A0.234%
1/29/2021Fisher Asset Management LLC25,565$14.13M0.0%-28.6%10.435%
1/28/2021First American Trust FSB363$201K0.0%N/A0.148%
1/20/2021Kestra Advisory Services LLC593$327K0.0%N/A0.228%
1/19/2021Meridian Wealth Management LLC414$228K0.0%N/A0.159%
1/13/2021Lavaca Capital LLC404$223K0.0%N/A0.155%
11/17/2020Jane Street Group LLC657$298K0.0%-91.9%0.239%
11/17/2020 IMC Chicago LLC65,423$29.67M0.0%N/A23.790%
11/10/2020Fisher Asset Management LLC35,795$16.23M0.0%-80.9%13.016%
11/4/2020Raymond James Financial Services Advisors Inc.472$214K0.0%-33.2%0.166%
(Data available from 1/1/2016 forward)

FBGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBGX shares?

During the previous two years, 22 institutional investors and hedge funds held shares of UBS AG FI Enhanced Large Cap Growth ETN. The most heavily invested institutionals were Arete Wealth Advisors LLC ($207.00B), Claybrook Capital LLC ($10.25M), Fisher Asset Management LLC ($3.21M), Baader Bank Aktiengesellschaft ($1.97M), Flow Traders U.S. LLC ($755K), Kestra Advisory Services LLC ($490K), and Raymond James & Associates ($321K).Learn more on FBGX's institutional investors.

Which institutional investors have been buying UBS AG FI Enhanced Large Cap Growth ETN stock?

Of the 20 institutional investors that purchased UBS AG FI Enhanced Large Cap Growth ETN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baader Bank Aktiengesellschaft ($134.26K), Claybrook Capital LLC ($37.32K), Empower Advisory Group LLC ($607.00), First National Bank of Omaha ($472.00), Calamos Wealth Management LLC ($466.00), Ground Swell Capital LLC ($434.00), and Arete Wealth Advisors LLC ($430.00).

How much institutional buying is happening at UBS AG FI Enhanced Large Cap Growth ETN?

Institutional investors have bought a total of 177,614 shares in the last 24 months. This purchase volume represents approximately $70.35M in transactions.

Which UBS AG FI Enhanced Large Cap Growth ETN major shareholders have been selling company stock?

The following institutional investors have sold UBS AG FI Enhanced Large Cap Growth ETN stock in the last 24 months: Arete Wealth Advisors LLC ($13.96K), Fisher Asset Management LLC ($6.01K), Raymond James & Associates ($430.00), and Trust Co. of Vermont ($50.00).

How much institutional selling is happening at UBS AG FI Enhanced Large Cap Growth ETN?

Institutional investors have sold a total of 20,452 shares in the last 24 months. This volume of shares sold represents approximately $9.02M in transactions.



This page (NYSEARCA:FBGX) was last updated on 11/2/2024 by MarketBeat.com Staff
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