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Atwood & Palmer’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Atwood & Palmer’s Portfolio FTXG Stock Details FTXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,075
Closed -$123K – 422
2023
Q4 		$123K Hold
5,075
– – 0.01% 174
2023
Q3 		$120K Sell
5,075
-130
-2% -$3.34K 0.01% 165
2023
Q2 		$136K Sell
5,205
-3,215
-38% -$86.7K 0.01% 167
2023
Q1 		$226K Buy
+8,420
New +$223K 0.02% 135

Other funds holding FTXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atwood & Palmer's FTXG Position: Q1 2024 in Review

Atwood & Palmer sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2024, closing a stake of 5,075 shares — an estimated $123K sold.

Atwood & Palmer first reported a position in FTXG in Q1 2023 and held it in 4 quarters. The position peaked at $226K in Q1 2023. 39 funds tracked by Wall St. Rank hold FTXG as of Q1 2024.

  • Atwood & Palmer reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2024 after selling out during the quarter.
  • Atwood & Palmer sold 5,075 First Trust Nasdaq Food & Beverage ETF shares in Q1 2024, an estimated $123K.
  • Atwood & Palmer first reported a position in First Trust Nasdaq Food & Beverage ETF in Q1 2023 and held it in 4 quarters.
  • Atwood & Palmer's First Trust Nasdaq Food & Beverage ETF position peaked at $226K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2024.

Based on Atwood & Palmer's 13F filing for Q1 2024, filed 10 Apr 2024.