Advisor Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Advisor Group’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
2019 Q4	$2.08M	Buy	37,782 +12,588	+50%	+$663K	0.01%	790
2019 Q3	$1.27M	Buy	25,194 +20,263	+411%	+$1.01M	0.01%	1006
2019 Q2	$243K	Buy	+4,931	New	+$237K	﹤0.01%	2151

Other funds holding NXTG

AAS

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's NXTG Position: Q4 2019 in Review

Advisor Group increased its First Trust Indxx NextG ETF (NXTG) stake by 50% in Q4 2019, buying an estimated $663K and bringing the position to 37,782 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #790.

Advisor Group first reported a position in NXTG in Q2 2019 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold NXTG as of Q4 2019.

Advisor Group held 37,782 shares of First Trust Indxx NextG ETF worth $2.08M as of Q4 2019.
Advisor Group bought 12,588 First Trust Indxx NextG ETF shares in Q4 2019, an estimated $663K.
First Trust Indxx NextG ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #790 holding.
Advisor Group first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.