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B. Riley Wealth Advisors’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

B. Riley Wealth Advisors’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
2022
Q1 		– Sell
-8,765
Closed -$227K – 1434
2021
Q4 		$227K Buy
8,765
+25
+0.3% +$628 0.01% 1213
2021
Q3 		$213K Sell
8,740
-146
-2% -$3.62K 0.01% 1210
2021
Q2 		$228K Buy
+8,886
New +$232K 0.01% 1157

Other funds holding FTXG

PPWM
Paragon Private Wealth Management Lexington, Kentucky $320M AUM 23.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

B. Riley Wealth Advisors's FTXG Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2022, closing a stake of 8,765 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in FTXG in Q2 2021 and held it in 3 quarters. The position peaked at $228K in Q2 2021. 13 funds tracked by Wall St. Rank hold FTXG as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,765 First Trust Nasdaq Food & Beverage ETF shares in Q1 2022, an estimated $227K.
  • B. Riley Wealth Advisors first reported a position in First Trust Nasdaq Food & Beverage ETF in Q2 2021 and held it in 3 quarters.
  • B. Riley Wealth Advisors's First Trust Nasdaq Food & Beverage ETF position peaked at $228K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.