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Meitav Investment House’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Meitav Investment House’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
-1,434
Closed -$37.6K – 404
2023
Q2 		$37.6K Buy
+1,434
New +$38.7K ﹤0.01% 466

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 $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
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

Meitav Investment House's FTXG Position: Q3 2023 in Review

Meitav Investment House sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q3 2023, closing a stake of 1,434 shares — an estimated $37.6K sold.

Meitav Investment House first reported a position in FTXG in Q2 2023 and held it in 1 quarter. The position peaked at $37.6K in Q2 2023. 64 funds tracked by Wall St. Rank hold FTXG as of Q3 2023.

  • Meitav Investment House reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,434 First Trust Nasdaq Food & Beverage ETF shares in Q3 2023, an estimated $37.6K.
  • Meitav Investment House first reported a position in First Trust Nasdaq Food & Beverage ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's First Trust Nasdaq Food & Beverage ETF position peaked at $37.6K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.