AE Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
5,820
-1,811
| -24% | -$176K | ﹤0.01% | 883 |
|
|
2025
Q1 | $648K | Sell |
7,631
-436
| -5% | -$37K | 0.01% | 839 |
|
|
2024
Q4 | $688K | Sell |
8,067
-519
| -6% | -$44.3K | 0.01% | 806 |
|
|
2024
Q3 | $750K | Sell |
8,586
-1,529
| -15% | -$134K | 0.01% | 773 |
|
|
2024
Q2 | $829K | Sell |
10,115
-1,544
| -13% | -$127K | 0.01% | 749 |
|
|
2024
Q1 | $924K | Sell |
11,659
-4,518
| -28% | -$358K | 0.01% | 672 |
|
|
2023
Q4 | $1.24M | Buy |
16,177
+6,050
| +60% | +$463K | 0.01% | 1078 |
|
|
2023
Q3 | $687K | Sell |
10,127
-2,642
| -21% | -$179K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $917K | Sell |
12,769
-432
| -3% | -$31K | 0.01% | 1119 |
|
|
2023
Q1 | $917K | Buy |
13,201
+1,072
| +9% | +$74.5K | 0.01% | 1081 |
|
|
2022
Q4 | $740K | Buy |
12,129
+1,084
| +10% | +$66.1K | 0.01% | 1113 |
|
|
2022
Q3 | $615K | Buy |
11,045
+1,096
| +11% | +$61K | ﹤0.01% | 1138 |
|
|
2022
Q2 | $641K | Buy |
9,949
+205
| +2% | +$13.2K | 0.01% | 1072 |
|
|
2022
Q1 | $741K | Buy |
9,744
+405
| +4% | +$30.8K | 0.01% | 1041 |
|
|
2021
Q4 | $772K | Buy |
9,339
+2,736
| +41% | +$226K | 0.01% | 1059 |
|
|
2021
Q3 | $504K | Buy |
6,603
+2,807
| +74% | +$214K | ﹤0.01% | 1165 |
|
|
2021
Q2 | $290K | Buy |
3,796
+638
| +20% | +$48.7K | ﹤0.01% | 1349 |
|
|
2021
Q1 | $231K | Buy |
+3,158
| New | +$231K | ﹤0.01% | 1348 |
|