CAPTRUST Financial Advisors
FBGX

CAPTRUST Financial Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-481
Closed -$340K – 4963
2021
Q3 		$340K Buy
+481
New +$360K ﹤0.01% 1231

Other funds holding FBGX

Fisher Asset Management
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JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAPTRUST Financial Advisors's FBGX Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q4 2021, closing a stake of 481 shares — an estimated $340K sold.

CAPTRUST Financial Advisors first reported a position in FBGX in Q3 2021 and held it in 1 quarter. The position peaked at $340K in Q3 2021. 47 funds tracked by Wall St. Rank hold FBGX as of Q4 2021.

  • CAPTRUST Financial Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q4 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 481 UBS AG FI Enhanced Large Cap Growth ETN shares in Q4 2021, an estimated $340K.
  • CAPTRUST Financial Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $340K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.