ACG Wealth
NXTG icon

ACG Wealth’s First Trust Indxx NextG ETF NXTG Stock Holding History

ACG Wealth’s Portfolio NXTG Stock Details NXTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,109
Closed -$200K – 762
2022
Q2 		$200K Buy
3,109
+26
+0.8% +$1.81K 0.04% 247
2022
Q1 		$234K Buy
3,083
+2
+0.1% +$154 0.04% 245
2021
Q4 		$255K Buy
3,081
+45
+1% +$3.58K 0.04% 278
2021
Q3 		$232K Buy
3,036
+8
+0.3% +$621 0.03% 276
2021
Q2 		$231K Sell
3,028
-893
-23% -$66.7K 0.03% 287
2021
Q1 		$286K Buy
3,921
+200
+5% +$14.5K 0.04% 257
2020
Q4 		$257K Buy
+3,721
New +$238K 0.04% 256

Other funds holding NXTG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

ACG Wealth's NXTG Position: Q3 2022 in Review

ACG Wealth sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 3,109 shares — an estimated $200K sold.

ACG Wealth first reported a position in NXTG in Q4 2020 and held it in 7 quarters. The position peaked at $286K in Q1 2021. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

  • ACG Wealth reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 3,109 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $200K.
  • ACG Wealth first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 7 quarters.
  • ACG Wealth's First Trust Indxx NextG ETF position peaked at $286K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.