Advisornet Financial’s First Trust Indxx NextG ETF NXTG Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-1,046	Closed	-$58K	–	2457
2022 Q3	$58K	Sell	1,046 -3,016	-74%	-$193K	0.01%	807
2022 Q2	$262K	Buy	4,062 +50	+1%	+$3.48K	0.03%	441
2022 Q1	$305K	Hold	4,012	–	–	0.02%	461
2021 Q4	$331K	Hold	4,012	–	–	0.02%	485
2021 Q3	$306K	Hold	4,012	–	–	0.02%	461
2021 Q2	$306K	Hold	4,012	–	–	0.02%	472
2021 Q1	$293K	Sell	4,012 -660	-14%	-$47.8K	0.02%	459
2020 Q4	$323K	Buy	+4,672	New	+$299K	0.03%	414

Other funds holding NXTG

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

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

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

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

RJA

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Advisornet Financial's NXTG Position: Q4 2022 in Review

Advisornet Financial sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 1,046 shares — an estimated $58K sold.

Advisornet Financial first reported a position in NXTG in Q4 2020 and held it in 8 quarters. The position peaked at $331K in Q4 2021. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

Advisornet Financial reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 1,046 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $58K.
Advisornet Financial first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 8 quarters.
Advisornet Financial's First Trust Indxx NextG ETF position peaked at $331K in Q4 2021.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.