FT
FBGX

Fiduciary Trust’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Fiduciary Trust’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
2022
Q2 		– Sell
-330
Closed -$235K – 686
2022
Q1 		$235K Hold
330
– – ﹤0.01% 604
2021
Q4 		$286K Hold
330
– – ﹤0.01% 574
2021
Q3 		$233K Sell
330
-10
-3% -$7.49K ﹤0.01% 601
2021
Q2 		$235K Buy
+340
New +$214K ﹤0.01% 592
2020
Q2 		– Sell
-1,269
Closed -$294K – 542
2020
Q1 		$294K Hold
1,269
– – 0.01% 422
2019
Q4 		$423K Hold
1,269
– – 0.01% 406
2019
Q3 		$352K Sell
1,269
-257
-17% -$71.8K 0.01% 422
2019
Q2 		$414K Buy
+1,526
New +$399K 0.01% 376

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Jane Street
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JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.82B AUM 21.61% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return