Capital Investment Advisory Services’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-74	Closed	-$1.9K	–	953
2024 Q3	$1.9K	Hold	74	–	–	﹤0.01%	937
2024 Q2	$1.74K	Hold	74	–	–	﹤0.01%	920
2024 Q1	$1.84K	Hold	74	–	–	﹤0.01%	915
2023 Q4	$1.79K	Hold	74	–	–	﹤0.01%	946
2023 Q3	$1.75K	Buy	+74	New	+$1.9K	﹤0.01%	908

Other funds holding FTXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Capital Investment Advisory Services's FTXG Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q4 2024, closing a stake of 74 shares — an estimated $1.9K sold.

Capital Investment Advisory Services first reported a position in FTXG in Q3 2023 and held it in 5 quarters. The position peaked at $1.9K in Q3 2024. 23 funds tracked by Wall St. Rank hold FTXG as of Q4 2024.

Capital Investment Advisory Services reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 74 First Trust Nasdaq Food & Beverage ETF shares in Q4 2024, an estimated $1.9K.
Capital Investment Advisory Services first reported a position in First Trust Nasdaq Food & Beverage ETF in Q3 2023 and held it in 5 quarters.
Capital Investment Advisory Services's First Trust Nasdaq Food & Beverage ETF position peaked at $1.9K in Q3 2024.
23 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.