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Gladstone Institutional Advisory’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Gladstone Institutional Advisory’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
2023
Q1 		– Sell
-56,019
Closed -$1.52M – 674
2022
Q4 		$1.52M Buy
+56,019
New +$1.51M 0.11% 222

Other funds holding FTXG

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Gladstone Institutional Advisory's FTXG Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2023, closing a stake of 56,019 shares — an estimated $1.52M sold.

Gladstone Institutional Advisory first reported a position in FTXG in Q4 2022 and held it in 1 quarter. The position peaked at $1.52M in Q4 2022. 81 funds tracked by Wall St. Rank hold FTXG as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 56,019 First Trust Nasdaq Food & Beverage ETF shares in Q1 2023, an estimated $1.52M.
  • Gladstone Institutional Advisory first reported a position in First Trust Nasdaq Food & Beverage ETF in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's First Trust Nasdaq Food & Beverage ETF position peaked at $1.52M in Q4 2022.
  • 81 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.