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Key Financial Inc’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Key Financial Inc’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
-142
Closed -$3.44K – 1315
2023
Q4 		$3.44K Hold
142
– – ﹤0.01% 1027
2023
Q3 		$3.36K Hold
142
– – ﹤0.01% 1039
2023
Q2 		$3.72K Hold
142
– – ﹤0.01% 1046
2023
Q1 		$3.82K Hold
142
– – ﹤0.01% 858
2022
Q4 		$3.53K Hold
142
– – ﹤0.01% 855
2022
Q3 		$4K Hold
142
– – ﹤0.01% 826
2022
Q2 		$4K Buy
+142
New +$3.82K ﹤0.01% 836

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

Key Financial Inc's FTXG Position: Q1 2024 in Review

Key Financial Inc sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2024, closing a stake of 142 shares — an estimated $3.44K sold.

Key Financial Inc first reported a position in FTXG in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 39 funds tracked by Wall St. Rank hold FTXG as of Q1 2024.

  • Key Financial Inc reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 142 First Trust Nasdaq Food & Beverage ETF shares in Q1 2024, an estimated $3.44K.
  • Key Financial Inc first reported a position in First Trust Nasdaq Food & Beverage ETF in Q2 2022 and held it in 7 quarters.
  • Key Financial Inc's First Trust Nasdaq Food & Beverage ETF position peaked at $4K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.