IFP Advisors’s First Watch Restaurant Group FWRG Stock Holding History

IFP Advisors’s Portfolio FWRG Stock Details FWRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.32K	Buy	621 +432	+229%	+$5.2K	﹤0.01%	3670
2026 Q2	$2.44K	Buy	189 +179	+1,790%	+$2.1K	﹤0.01%	4148
2026 Q1	$105	Sell	10 -5	-33%	-$72	﹤0.01%	4733
2025 Q4	$226	Buy	+15	New	+$253	﹤0.01%	4455
2025 Q2	–	Sell	-1,334	Closed	-$22.4K	–	3444
2025 Q1	$22.7K	Hold	1,334	–	–	﹤0.01%	2243
2024 Q4	$25.4K	Sell	1,334 -15	-1%	-$265	﹤0.01%	2135
2024 Q3	$21K	Sell	1,349 -48	-3%	-$763	﹤0.01%	2126
2024 Q2	$24.5K	Buy	+1,397	New	+$29.2K	﹤0.01%	1989
2022 Q4	–	Sell	-2,000	Closed	-$44K	–	4682
2022 Q3	$44K	Hold	2,000	–	–	﹤0.01%	2459
2022 Q2	$44K	Hold	2,000	–	–	﹤0.01%	2252
2022 Q1	$44K	Buy	+2,000	New	+$28.7K	﹤0.01%	2252

Other funds holding FWRG

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's FWRG Position: Q3 2026 in Review

IFP Advisors increased its First Watch Restaurant Group (FWRG) stake by 229% in Q3 2026, buying an estimated $5.2K and bringing the position to 621 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

IFP Advisors first reported a position in FWRG in Q1 2022 and has held it in 11 quarters since. The position peaked at $44K in Q3 2022. 11 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

IFP Advisors held 621 shares of First Watch Restaurant Group worth $6.32K as of Q3 2026.
IFP Advisors bought 432 First Watch Restaurant Group shares in Q3 2026, an estimated $5.2K.
First Watch Restaurant Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3670 holding.
IFP Advisors first reported a position in First Watch Restaurant Group in Q1 2022 and has held it in 11 quarters since.
IFP Advisors's First Watch Restaurant Group position peaked at $44K in Q3 2022.
11 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.