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

Gradient 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
-139
Closed -$3.37K – 1452
2023
Q4 		$3.37K Hold
139
– – ﹤0.01% 1088
2023
Q3 		$3.29K Hold
139
– – ﹤0.01% 1054
2023
Q2 		$3.65K Hold
139
– – ﹤0.01% 1026
2023
Q1 		$3.74K Buy
+139
New +$3.68K ﹤0.01% 1003

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

Gradient Investments's FTXG Position: Q1 2024 in Review

Gradient Investments sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2024, closing a stake of 139 shares — an estimated $3.37K sold.

Gradient Investments first reported a position in FTXG in Q1 2023 and held it in 4 quarters. The position peaked at $3.74K in Q1 2023. 39 funds tracked by Wall St. Rank hold FTXG as of Q1 2024.

  • Gradient Investments reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 139 First Trust Nasdaq Food & Beverage ETF shares in Q1 2024, an estimated $3.37K.
  • Gradient Investments first reported a position in First Trust Nasdaq Food & Beverage ETF in Q1 2023 and held it in 4 quarters.
  • Gradient Investments's First Trust Nasdaq Food & Beverage ETF position peaked at $3.74K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.