UBSI previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding UBSI
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AFMC | First Trust Active Factor Mid Cap ETF | 2022-08-31 | 2023-11-30 |
| AIEQ | Amplify AI Powered Equity ETF | 2024-09-30 | 2024-12-31 |
| BTO | John Hancock Financial Opportunities Fund | 2020-06-30 | 2022-09-30 |
| CSML | IQ U.S. Small Cap ETF | 2022-04-29 | 2023-04-28 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2022-09-30 | 2023-06-30 |
| DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2023-03-31 | 2023-06-30 |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 2021-07-30 | 2022-10-31 |
| FDIV | MarketDesk Focused U.S. Dividend ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| FLDZ | RiverNorth Patriot ETF | 2024-12-31 | 2025-03-31 |
| FLDZ | RiverNorth Patriot ETF | 2023-12-31 | 2024-03-31 |
| FLDZ | RiverNorth Patriot ETF | 2022-09-30 | 2023-03-31 |
| FTHI | First Trust BuyWrite Income ETF | 2021-09-30 | 2022-06-30 |
| FTKI | First Trust Small Cap BuyWrite Income ETF | Present before retained history; addition date unavailable | 2026-03-31 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2021-09-30 | 2022-06-30 |
| FTLS | First Trust Long/Short Equity ETF | 2025-07-31 | 2025-10-31 |
| FTLS | First Trust Long/Short Equity ETF | 2024-10-31 | 2025-04-30 |
| FTXO | First Trust Nasdaq Bank ETF | 2024-03-31 | 2025-03-31 |
| FTXO | First Trust Nasdaq Bank ETF | 2023-03-31 | 2023-09-29 |
| HDV | iShares Core High Dividend ETF | 2023-01-31 | 2023-07-31 |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2022-10-31 | 2023-07-31 |
| IUSG | iShares Core S&P U.S. Growth ETF | 2022-12-30 | 2023-12-31 |
| JHMF | John Hancock Multifactor Financials ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| JHMM | John Hancock Multifactor Mid Cap ETF | 2022-10-31 | 2023-10-31 |
| JHSC | John Hancock Multifactor Small Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JSTC | Adasina Social Justice All Cap Global ETF | 2024-08-31 | 2025-02-28 |
| MDIV | Multi-Asset Diversified Income Index Fund | 2023-06-30 | 2023-12-31 |
| MIDE | Xtrackers S&P MidCap 400 Scored & Screened ETF | 2023-05-31 | 2024-05-31 |
| NTKI | Nationwide Russell 2000 Risk-Managed Income ETF | Present before retained history; addition date unavailable | 2023-08-31 |
| NVQ | QRAFT AI-Enhanced U.S. Next Value ETF | 2022-04-29 | 2023-01-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2025-04-30 | 2025-10-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2021-10-31 | 2022-07-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2024-01-31 | 2025-04-30 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2023-01-31 | 2023-10-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2020-07-31 | 2022-01-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| RNMC | First Trust SMID Capital Strength ETF | 2022-09-30 | 2024-06-30 |
| RNMC | First Trust SMID Capital Strength ETF | Present before retained history; addition date unavailable | 2022-06-30 |
| SMCP | AlphaMark Actively Managed Small Cap ETF | 2023-09-30 | 2024-03-31 |
| TUSA | First Trust Dividend Strength ETF | Present before retained history; addition date unavailable | 2022-06-30 |
| VALQ | American Century U.S. Quality Value ETF | 2023-02-28 | 2023-05-31 |
| XVOL | Acruence Active Hedge U.S.Equity ETF | 2025-06-30 | 2025-12-31 |
| XVOL | Acruence Active Hedge U.S.Equity ETF | 2024-06-30 | 2024-09-30 |