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B. Riley Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-3,915
Closed -$321K – 1381
2024
Q2 		$321K Sell
3,915
-4,181
-52% -$328K 0.01% 1003
2024
Q1 		$549K Buy
8,096
+1,611
+25% +$124K 0.01% 750
2023
Q4 		$498K Sell
6,485
-1,611
-20% -$114K 0.01% 810
2023
Q3 		$549K Buy
8,096
+519
+7% +$36.5K 0.01% 750
2023
Q2 		$544K Sell
7,577
-683
-8% -$47.2K 0.01% 808
2023
Q1 		$574K Sell
8,260
-237
-3% -$15.7K 0.02% 746
2022
Q4 		$518K Sell
8,497
-1,093
-11% -$65.4K 0.01% 777
2022
Q3 		$534K Buy
9,590
+1,734
+22% +$111K 0.02% 730
2022
Q2 		$507K Sell
7,856
-194
-2% -$13.5K 0.02% 654
2022
Q1 		$612K Buy
8,050
+1
+0% +$77 0.02% 653
2021
Q4 		$665K Buy
8,049
+181
+2% +$14.4K 0.02% 678
2021
Q3 		$601K Buy
7,868
+179
+2% +$13.9K 0.02% 700
2021
Q2 		$587K Buy
7,689
+1,353
+21% +$101K 0.02% 693
2021
Q1 		$463K Buy
6,336
+680
+12% +$49.2K 0.02% 773
2020
Q4 		$392K Sell
5,656
-77
-1% -$4.92K 0.02% 614
2020
Q3 		$339K Buy
5,733
+1,027
+22% +$60.2K 0.02% 674
2020
Q2 		$257K Buy
+4,706
New +$243K 0.02% 679

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

B. Riley Wealth Advisors's NXTG Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 3,915 shares — an estimated $321K sold.

B. Riley Wealth Advisors first reported a position in NXTG in Q2 2020 and held it in 17 quarters. The position peaked at $665K in Q4 2021. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,915 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $321K.
  • B. Riley Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q2 2020 and held it in 17 quarters.
  • B. Riley Wealth Advisors's First Trust Indxx NextG ETF position peaked at $665K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.