Founders Financial Alliance’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Founders Financial Alliance’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 Q2	–	Sell	-5,492	Closed	-$137K	–	568
2024 Q1	$137K	Sell	5,492 -246	-4%	-$5.9K	0.04%	301
2023 Q4	$139K	Buy	5,738 +552	+11%	+$12.8K	0.05%	271
2023 Q3	$123K	Buy	5,186 +410	+9%	+$10.5K	0.05%	257
2023 Q2	$125K	Sell	4,776 -25	-0.5%	-$674	0.05%	277
2023 Q1	$129K	Buy	+4,801	New	+$127K	0.06%	232

Other funds holding FTXG

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Founders Financial Alliance's FTXG Position: Q2 2024 in Review

Founders Financial Alliance sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q2 2024, closing a stake of 5,492 shares — an estimated $137K sold.

Founders Financial Alliance first reported a position in FTXG in Q1 2023 and held it in 5 quarters. The position peaked at $139K in Q4 2023. 28 funds tracked by Wall St. Rank hold FTXG as of Q2 2024.

Founders Financial Alliance reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q2 2024 after selling out during the quarter.
Founders Financial Alliance sold 5,492 First Trust Nasdaq Food & Beverage ETF shares in Q2 2024, an estimated $137K.
Founders Financial Alliance first reported a position in First Trust Nasdaq Food & Beverage ETF in Q1 2023 and held it in 5 quarters.
Founders Financial Alliance's First Trust Nasdaq Food & Beverage ETF position peaked at $139K in Q4 2023.
28 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.