Fft Wealth Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of finance, staying up-to-date with the latest trends and movements can be key to successful investments. One way investors can do this is through 13F filings. These reports detail the holdings of institutional investment managers with at least $100 million in assets under management. In this blog post, we'll take a closer look at the Q3 2022 vs. Q4 2022 13F holdings comparison of Fft Wealth Management LLC.

According to the data, Fft Wealth Management LLC decreased its holdings in several companies, including iShares TR ACWI, down 23.5% from Q3 to Q4 and iShares TR EFA, down 22.3% over the same period. However, the investment manager did increase its holdings in some others, such as First Trust Exchange-Traded Fund III First Trust Dow Jones Internet Index Fund (FDN), up 51.8%, and Invesco QQQ Trust (QQQ), up 777.8%.

One significant example of Fft Wealth Management LLC's movements can be seen in its holdings of Amazon.com Inc (AMZN), which decreased by 28.5% from Q3 to Q4. Meanwhile, its holdings of 23andMe Holding Co (ME) saw a decrease of 24.5%, a reflection of the company's recent IPO status and subsequent fluctuations in the market.

Vanguard Index Funds ETF (VTI) remained a top holding for Fft Wealth Management LLC, with a slight increase of 7% in Q4 compared to Q3. Meanwhile, the investment manager also increased its holdings in iShares Trust MSCI ACWI Low Carbon Target ETF (CRBN), up 116.1%.

Fft Wealth Management LLC's top holdings based on value in Q4 included Microsoft Corp (MSFT) at $1.9 million, followed by Alphabet Inc Class A (GOOGL) at $1 million and Amazon.com Inc (AMZN) at $0.9 million.

In conclusion, the Q3 2022 vs. Q4 2022 13F holdings comparison of Fft Wealth Management LLC showcases the investment manager's movements in the market and its top holdings. It's essential to monitor these reports and stay current with the latest trends to ensure successful investments.