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

Adamsbrown Wealth Consultants’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	-4,922	Closed	-$317K	–	83
2022 Q2	$317K	Sell	4,922 -2,307	-32%	-$161K	0.25%	58
2022 Q1	$549K	Sell	7,229 -1,194	-14%	-$91.8K	0.43%	42
2021 Q4	$696K	Buy	+8,423	New	+$670K	0.63%	33

Other funds holding NXTG

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Adamsbrown Wealth Consultants's NXTG Position: Q3 2022 in Review

Adamsbrown Wealth Consultants sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 4,922 shares — an estimated $317K sold.

Adamsbrown Wealth Consultants first reported a position in NXTG in Q4 2021 and held it in 3 quarters. The position peaked at $696K in Q4 2021. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

Adamsbrown Wealth Consultants reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 4,922 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $317K.
Adamsbrown Wealth Consultants first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 3 quarters.
Adamsbrown Wealth Consultants's First Trust Indxx NextG ETF position peaked at $696K in Q4 2021.
124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q3 2022, filed 27 Oct 2022.