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Park Square Financial Group’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-88
Closed -$1.95K – 521
2025
Q2 		$1.95K Hold
88
– – ﹤0.01% 899
2025
Q1 		$2.08K Hold
88
– – ﹤0.01% 853
2024
Q4 		$2.03K Buy
+88
New +$2.14K ﹤0.01% 841

Other funds holding FTXG

NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Park Square Financial Group's FTXG Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q3 2025, closing a stake of 88 shares — an estimated $1.95K sold.

Park Square Financial Group first reported a position in FTXG in Q4 2024 and held it in 3 quarters. The position peaked at $2.08K in Q1 2025. 18 funds tracked by Wall St. Rank hold FTXG as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 88 First Trust Nasdaq Food & Beverage ETF shares in Q3 2025, an estimated $1.95K.
  • Park Square Financial Group first reported a position in First Trust Nasdaq Food & Beverage ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Nasdaq Food & Beverage ETF position peaked at $2.08K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.