Prospera Financial Services’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Prospera Financial Services’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	-8,173	Closed	-$214K	–	1031
2023 Q2	$214K	Hold	8,173	–	–	0.01%	930
2023 Q1	$220K	Hold	8,173	–	–	0.01%	878
2022 Q4	$221K	Buy	+8,173	New	+$220K	0.01%	815
2022 Q2	–	Sell	-122	Closed	-$3K	–	1980
2022 Q1	$3K	Buy	+122	New	+$3.23K	﹤0.01%	2379

Other funds holding FTXG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

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

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Prospera Financial Services's FTXG Position: Q3 2023 in Review

Prospera Financial Services sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q3 2023, closing a stake of 8,173 shares — an estimated $214K sold.

Prospera Financial Services first reported a position in FTXG in Q1 2022 and held it in 4 quarters. The position peaked at $221K in Q4 2022. 64 funds tracked by Wall St. Rank hold FTXG as of Q3 2023.

Prospera Financial Services reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q3 2023 after selling out during the quarter.
Prospera Financial Services sold 8,173 First Trust Nasdaq Food & Beverage ETF shares in Q3 2023, an estimated $214K.
Prospera Financial Services first reported a position in First Trust Nasdaq Food & Beverage ETF in Q1 2022 and held it in 4 quarters.
Prospera Financial Services's First Trust Nasdaq Food & Beverage ETF position peaked at $221K in Q4 2022.
64 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.