Atria Wealth Solutions’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 | $261K | Hold |
2,678
| – | – | 0.01% | 1232 |
|
|
2025
Q1 | $227K | Hold |
2,678
| – | – | ﹤0.01% | 1638 |
|
|
2024
Q4 | $228K | Sell |
2,678
-100
| -4% | -$8.53K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $243K | Sell |
2,778
-135
| -5% | -$11.8K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $239K | Buy |
2,913
+80
| +3% | +$6.55K | ﹤0.01% | 1629 |
|
|
2024
Q1 | $225K | Hold |
2,833
| – | – | ﹤0.01% | 1734 |
|
|
2023
Q4 | $217K | Buy |
+2,833
| New | +$217K | ﹤0.01% | 1711 |
|
|
2023
Q3 | – | Sell |
-2,833
| Closed | -$203K | – | 1929 |
|
|
2023
Q2 | $203K | Buy |
+2,833
| New | +$203K | ﹤0.01% | 1687 |
|
|
2023
Q1 | – | Sell |
-3,948
| Closed | -$241K | – | 1918 |
|
|
2022
Q4 | $241K | Sell |
3,948
-1,938
| -33% | -$118K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $328K | Sell |
5,886
-5,803
| -50% | -$323K | 0.01% | 1240 |
|
|
2022
Q2 | $753K | Sell |
11,689
-5,759
| -33% | -$371K | 0.01% | 791 |
|
|
2022
Q1 | $1.33M | Buy |
+17,448
| New | +$1.33M | 0.02% | 619 |
|