Archer Investment Corporation’s First Trust Indxx NextG ETF NXTG Stock Holding History

Archer Investment Corporation’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
2023 Q4	–	Sell	-221	Closed	-$15K	–	1072
2023 Q3	$15K	Hold	221	–	–	0.01%	555
2023 Q2	$15.9K	Hold	221	–	–	0.01%	547
2023 Q1	$15.4K	Sell	221 -678	-75%	-$45K	0.01%	518
2022 Q4	$54.8K	Buy	899 +678	+307%	+$40.6K	0.02%	344
2022 Q3	$12.3K	Hold	221	–	–	0.01%	505
2022 Q2	$14.2K	Hold	221	–	–	0.01%	494
2022 Q1	$16.2K	Hold	221	–	–	0.01%	501
2021 Q4	$18.3K	Hold	221	–	–	0.01%	493
2021 Q3	$16.9K	Buy	+221	New	+$17.1K	0.01%	484
2021 Q2	–	Sell	-221	Closed	-$16.1K	–	676
2021 Q1	$16.1K	Hold	221	–	–	0.01%	492
2020 Q4	$15.3K	Hold	221	–	–	0.01%	457
2020 Q3	$13.1K	Hold	221	–	–	0.01%	417
2020 Q2	$12K	Hold	221	–	–	0.01%	407
2020 Q1	$10K	Hold	221	–	–	0.01%	424
2019 Q4	$12K	Buy	+221	New	+$11.6K	0.01%	436

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

Jane Street New York $777B AUM 61.18% 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

RJA

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

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

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

Archer Investment Corporation's NXTG Position: Q4 2023 in Review

Archer Investment Corporation sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2023, closing a stake of 221 shares — an estimated $15K sold.

Archer Investment Corporation first reported a position in NXTG in Q4 2019 and held it in 15 quarters. The position peaked at $54.8K in Q4 2022. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2023.

Archer Investment Corporation reported no remaining First Trust Indxx NextG ETF position as of Q4 2023 after selling out during the quarter.
Archer Investment Corporation sold 221 First Trust Indxx NextG ETF shares in Q4 2023, an estimated $15K.
Archer Investment Corporation first reported a position in First Trust Indxx NextG ETF in Q4 2019 and held it in 15 quarters.
Archer Investment Corporation's First Trust Indxx NextG ETF position peaked at $54.8K in Q4 2022.
116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2023.

Based on Archer Investment Corporation's 13F filing for Q4 2023, filed 31 Jan 2024.