First Capital Advisors Group’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

First Capital Advisors Group’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.04M	Buy	58,731 +3,503	+6%	+$119K	1.07%	24
2023 Q1	$1.87M	Buy	55,228 +8,529	+18%	+$286K	1.2%	26
2022 Q4	$1.5M	Buy	46,699 +219	+0.5%	+$7.02K	1.02%	27
2022 Q3	$1.36M	Sell	46,480 -2,186	-4%	-$71.9K	1.13%	25
2022 Q2	$1.56M	Buy	+48,666	New	+$1.66M	1.07%	26

Other funds holding MOTG

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

First Capital Advisors Group's MOTG Position: Q2 2023 in Review

First Capital Advisors Group increased its VanEck Morningstar Global Wide Moat ETF (MOTG) stake by 6.3% in Q2 2023, buying an estimated $119K and bringing the position to 58,731 shares worth $2.04M. The position accounts for 1.07% of the portfolio, ranked #24.

First Capital Advisors Group first reported a position in MOTG in Q2 2022 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold MOTG as of Q2 2023.

First Capital Advisors Group held 58,731 shares of VanEck Morningstar Global Wide Moat ETF worth $2.04M as of Q2 2023.
First Capital Advisors Group bought 3,503 VanEck Morningstar Global Wide Moat ETF shares in Q2 2023, an estimated $119K.
VanEck Morningstar Global Wide Moat ETF made up 1.07% of First Capital Advisors Group's portfolio in Q2 2023, its #24 holding.
First Capital Advisors Group first reported a position in VanEck Morningstar Global Wide Moat ETF in Q2 2022 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.