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Atria Wealth Solutions’s First Trust Indxx NextG ETF NXTG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$261K Hold
2,678
– – 0.01% 1233
2025
Q1 		$227K Hold
2,678
– – ﹤0.01% 1647
2024
Q4 		$228K Sell
2,678
-100
-4% -$8.61K ﹤0.01% 1738
2024
Q3 		$243K Sell
2,778
-135
-5% -$11.3K ﹤0.01% 1649
2024
Q2 		$239K Buy
2,913
+80
+3% +$6.28K ﹤0.01% 1650
2024
Q1 		$225K Hold
2,833
– – ﹤0.01% 1747
2023
Q4 		$217K Buy
+2,833
New +$200K ﹤0.01% 1723
2023
Q3 		– Sell
-2,833
Closed -$203K – 1943
2023
Q2 		$203K Buy
+2,833
New +$196K ﹤0.01% 1694
2023
Q1 		– Sell
-3,948
Closed -$241K – 1930
2022
Q4 		$241K Sell
3,948
-1,938
-33% -$116K ﹤0.01% 1494
2022
Q3 		$328K Sell
5,886
-5,803
-50% -$372K 0.01% 1248
2022
Q2 		$753K Sell
11,689
-5,759
-33% -$401K 0.01% 815
2022
Q1 		$1.33M Buy
+17,448
New +$1.34M 0.02% 619

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return