Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	–	Sell	-46,170	Closed	-$1.21M	–	431
2023 Q2	$1.21M	Buy	+46,170	New	+$1.24M	0.21%	65

Other funds holding FTXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

BFEC

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

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

Guardian Wealth Advisors (North Carolina)'s FTXG Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q3 2023, closing a stake of 46,170 shares — an estimated $1.21M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTXG in Q2 2023 and held it in 1 quarter. The position peaked at $1.21M in Q2 2023. 64 funds tracked by Wall St. Rank hold FTXG as of Q3 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q3 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 46,170 First Trust Nasdaq Food & Beverage ETF shares in Q3 2023, an estimated $1.21M.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Nasdaq Food & Beverage ETF in Q2 2023 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s First Trust Nasdaq Food & Beverage ETF position peaked at $1.21M in Q2 2023.
64 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.