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Lindbrook Capital’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Lindbrook Capital’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
-408
Closed -$10.7K – 2736
2023
Q2 		$10.7K Hold
408
– – ﹤0.01% 1422
2023
Q1 		$11K Buy
+408
New +$10.8K ﹤0.01% 1398

Other funds holding FTXG

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
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
LPL Financial
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lindbrook Capital's FTXG Position: Q3 2023 in Review

Lindbrook Capital sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q3 2023, closing a stake of 408 shares — an estimated $10.7K sold.

Lindbrook Capital first reported a position in FTXG in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q1 2023. 64 funds tracked by Wall St. Rank hold FTXG as of Q3 2023.

  • Lindbrook Capital reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 408 First Trust Nasdaq Food & Beverage ETF shares in Q3 2023, an estimated $10.7K.
  • Lindbrook Capital first reported a position in First Trust Nasdaq Food & Beverage ETF in Q1 2023 and held it in 2 quarters.
  • Lindbrook Capital's First Trust Nasdaq Food & Beverage ETF position peaked at $11K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.