Trademark Financial Management LLC Takes Position in AB Disruptors ETF $FWD

Trademark Financial Management LLC purchased a new stake in shares of AB Disruptors ETF (NYSEARCA:FWD) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 4,589 shares of the company’s stock, valued at approximately $479,000.

A number of other institutional investors also recently bought and sold shares of FWD. Embree Financial Group boosted its position in AB Disruptors ETF by 44.7% during the 4th quarter. Embree Financial Group now owns 93,035 shares of the company’s stock valued at $9,714,000 after acquiring an additional 28,738 shares in the last quarter. Intrepid Financial Planning Group LLC bought a new position in shares of AB Disruptors ETF in the 3rd quarter worth approximately $7,293,000. Kingsview Wealth Management LLC lifted its stake in shares of AB Disruptors ETF by 408.1% in the 3rd quarter. Kingsview Wealth Management LLC now owns 26,192 shares of the company’s stock valued at $2,650,000 after purchasing an additional 21,037 shares during the period. KPP Advisory Services LLC bought a new stake in shares of AB Disruptors ETF during the third quarter valued at approximately $1,742,000. Finally, Integrated Wealth Concepts LLC boosted its position in shares of AB Disruptors ETF by 112.4% during the third quarter. Integrated Wealth Concepts LLC now owns 267,473 shares of the company’s stock valued at $27,066,000 after purchasing an additional 141,553 shares in the last quarter.

AB Disruptors ETF Stock Down 0.9%

Shares of FWD stock opened at $122.99 on Wednesday. The business’s fifty day moving average is $114.28 and its 200 day moving average is $109.65. The stock has a market cap of $2.24 billion, a price-to-earnings ratio of 41.03 and a beta of 1.52. AB Disruptors ETF has a twelve month low of $66.29 and a twelve month high of $124.89.

About AB Disruptors ETF

The AB Disruptors ETF (FWD) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is an actively managed portfolio of high growth stocks of companies considered to lead or benefit from societal innovations. Holdings may be of any capitalization, sector, industry, and geography. FWD was launched on Mar 22, 2023 and is managed by AllianceBernstein.