WealthCare Investment Partners’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

WealthCare Investment Partners’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
2024 Q4	–	Sell	-12,583	Closed	-$314K	–	149
2024 Q3	$314K	Sell	12,583 -5,097	-29%	-$126K	0.14%	108
2024 Q2	$415K	Sell	17,680 -4,024	-19%	-$97.7K	0.19%	93
2024 Q1	$540K	Sell	21,704 -9,422	-30%	-$226K	0.26%	77
2023 Q4	$760K	Sell	31,126 -4,025	-11%	-$93.6K	0.41%	63
2023 Q3	$820K	Sell	35,151 -16,864	-32%	-$433K	0.5%	51
2023 Q2	$1.38M	Buy	52,015 +3,605	+7%	+$97.2K	0.83%	34
2023 Q1	$1.3M	Buy	48,410 +17,919	+59%	+$474K	0.79%	37
2022 Q4	$825K	Buy	30,491 +17,764	+140%	+$477K	0.56%	43
2022 Q3	$316K	Buy	+12,727	New	+$338K	0.26%	82

Other funds holding FTXG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

WealthCare Investment Partners's FTXG Position: Q4 2024 in Review

WealthCare Investment Partners sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q4 2024, closing a stake of 12,583 shares — an estimated $314K sold.

WealthCare Investment Partners first reported a position in FTXG in Q3 2022 and held it in 9 quarters. The position peaked at $1.38M in Q2 2023. 23 funds tracked by Wall St. Rank hold FTXG as of Q4 2024.

WealthCare Investment Partners reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q4 2024 after selling out during the quarter.
WealthCare Investment Partners sold 12,583 First Trust Nasdaq Food & Beverage ETF shares in Q4 2024, an estimated $314K.
WealthCare Investment Partners first reported a position in First Trust Nasdaq Food & Beverage ETF in Q3 2022 and held it in 9 quarters.
WealthCare Investment Partners's First Trust Nasdaq Food & Beverage ETF position peaked at $1.38M in Q2 2023.
23 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q4 2024.

Based on WealthCare Investment Partners's 13F filing for Q4 2024, filed 3 Feb 2025.