Arkadios Wealth Advisors’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 | $359K | Sell |
3,685
-373
| -9% | -$36.3K | 0.01% | 965 |
|
|
2025
Q1 | $344K | Sell |
4,058
-1,186
| -23% | -$101K | 0.01% | 849 |
|
|
2024
Q4 | $447K | Sell |
5,244
-1,455
| -22% | -$124K | 0.02% | 588 |
|
|
2024
Q3 | $585K | Buy |
6,699
+1,961
| +41% | +$171K | 0.03% | 493 |
|
|
2024
Q2 | $388K | Hold |
4,738
| – | – | 0.03% | 551 |
|
|
2024
Q1 | $376K | Sell |
4,738
-1,307
| -22% | -$104K | 0.03% | 467 |
|
|
2023
Q4 | $464K | Sell |
6,045
-234
| -4% | -$18K | 0.04% | 387 |
|
|
2023
Q3 | $426K | Buy |
6,279
+28
| +0.4% | +$1.9K | 0.04% | 381 |
|
|
2023
Q2 | $449K | Sell |
6,251
-435
| -7% | -$31.2K | 0.05% | 334 |
|
|
2023
Q1 | $465K | Sell |
6,686
-63
| -0.9% | -$4.38K | 0.06% | 319 |
|
|
2022
Q4 | $412K | Sell |
6,749
-387
| -5% | -$23.6K | 0.05% | 324 |
|
|
2022
Q3 | $397K | Sell |
7,136
-358
| -5% | -$19.9K | 0.06% | 320 |
|
|
2022
Q2 | $483K | Sell |
7,494
-188
| -2% | -$12.1K | 0.07% | 287 |
|
|
2022
Q1 | $584K | Sell |
7,682
-52
| -0.7% | -$3.95K | 0.08% | 279 |
|
|
2021
Q4 | $639K | Sell |
7,734
-2,694
| -26% | -$223K | 0.08% | 274 |
|
|
2021
Q3 | $795K | Sell |
10,428
-3,211
| -24% | -$245K | 0.11% | 202 |
|
|
2021
Q2 | $1.04M | Buy |
13,639
+665
| +5% | +$50.8K | 0.13% | 190 |
|
|
2021
Q1 | $947K | Buy |
12,974
+759
| +6% | +$55.4K | 0.16% | 161 |
|
|
2020
Q4 | $845K | Buy |
12,215
+6,517
| +114% | +$451K | 0.18% | 129 |
|
|
2020
Q3 | $351K | Buy |
5,698
+14
| +0.2% | +$862 | 0.18% | 127 |
|
|
2020
Q2 | $322K | Buy |
5,684
+36
| +0.6% | +$2.04K | 0.18% | 123 |
|
|
2020
Q1 | $264K | Buy |
5,648
+1,756
| +45% | +$81.9K | 0.17% | 126 |
|
|
2019
Q4 | $224K | Buy |
+3,892
| New | +$224K | 0.13% | 140 |
|