Pinnacle Wealth Planning Services’s First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF FTAG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FTAG Stock Details FTAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-100	Closed	-$3K	–	953
2020 Q4	$3K	Buy	+100	New	+$2.35K	﹤0.01%	1814

Other funds holding FTAG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTAG Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF (FTAG) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in FTAG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 8 funds tracked by Wall St. Rank hold FTAG as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 100 First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF shares in Q1 2021, an estimated $3K.
Pinnacle Wealth Planning Services first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF position peaked at $3K in Q4 2020.
8 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.