Raymond James Financial
FTXG icon

Raymond James Financial’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Raymond James Financial’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
2026
Q1 		$709K Buy
32,017
+16,614
+108% +$373K ﹤0.01% 4108
2025
Q4 		$323K Buy
+15,403
New +$329K ﹤0.01% 4528
2025
Q3 		– Sell
-6,636
Closed -$147K – 5621
2025
Q2 		$147K Buy
+6,636
New +$151K ﹤0.01% 4667

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JAG
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CPA
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IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $723M AUM
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Goldman Sachs
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Royal Bank of Canada
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Stifel Financial
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return