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

Apollon Wealth Management’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
2024 Q2	–	Sell	-2,753	Closed	-$218K	–	1145
2024 Q1	$218K	Hold	2,753	–	–	0.01%	1011
2023 Q4	$211K	Buy	+2,753	New	+$195K	0.01%	986
2022 Q1	–	Sell	-2,600	Closed	-$214K	–	808
2021 Q4	$214K	Buy	+2,600	New	+$207K	0.02%	689

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

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

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

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

RJA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Apollon Wealth Management's NXTG Position: Q2 2024 in Review

Apollon Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2024, closing a stake of 2,753 shares — an estimated $218K sold.

Apollon Wealth Management first reported a position in NXTG in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

Apollon Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2024 after selling out during the quarter.
Apollon Wealth Management sold 2,753 First Trust Indxx NextG ETF shares in Q2 2024, an estimated $218K.
Apollon Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 3 quarters.
Apollon Wealth Management's First Trust Indxx NextG ETF position peaked at $218K in Q1 2024.
112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on Apollon Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.