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Onyx Bridge Wealth Group’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Onyx Bridge Wealth Group’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
2022
Q4 		– Sell
-32,549
Closed -$833K – 196
2022
Q3 		$833K Buy
+32,549
New +$863K 0.38% 41

Other funds holding FTXG

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Onyx Bridge Wealth Group's FTXG Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q4 2022, closing a stake of 32,549 shares — an estimated $833K sold.

Onyx Bridge Wealth Group first reported a position in FTXG in Q3 2022 and held it in 1 quarter. The position peaked at $833K in Q3 2022. 78 funds tracked by Wall St. Rank hold FTXG as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 32,549 First Trust Nasdaq Food & Beverage ETF shares in Q4 2022, an estimated $833K.
  • Onyx Bridge Wealth Group first reported a position in First Trust Nasdaq Food & Beverage ETF in Q3 2022 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's First Trust Nasdaq Food & Beverage ETF position peaked at $833K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.