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Commonwealth Retirement Investments’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Commonwealth Retirement Investments’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
-11,908
Closed -$289K – 83
2023
Q4 		$289K Buy
+11,908
New +$277K 0.15% 75

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

Commonwealth Retirement Investments's FTXG Position: Q1 2024 in Review

Commonwealth Retirement Investments sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2024, closing a stake of 11,908 shares — an estimated $289K sold.

Commonwealth Retirement Investments first reported a position in FTXG in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 39 funds tracked by Wall St. Rank hold FTXG as of Q1 2024.

  • Commonwealth Retirement Investments reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 11,908 First Trust Nasdaq Food & Beverage ETF shares in Q1 2024, an estimated $289K.
  • Commonwealth Retirement Investments first reported a position in First Trust Nasdaq Food & Beverage ETF in Q4 2023 and held it in 1 quarter.
  • Commonwealth Retirement Investments's First Trust Nasdaq Food & Beverage ETF position peaked at $289K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2024.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2024, filed 3 May 2024.