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

B. Riley Wealth Management’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
2021 Q2	–	Sell	-3,531	Closed	-$258K	–	456
2021 Q1	$258K	Sell	3,531 -2,340	-40%	-$169K	0.03%	321
2020 Q4	$406K	Buy	+5,871	New	+$375K	0.05%	238
2020 Q2	–	Sell	-7,028	Closed	-$328K	–	517
2020 Q1	$328K	Buy	+7,028	New	+$369K	0.03%	335

Other funds holding NXTG

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

B. Riley Wealth Management's NXTG Position: Q2 2021 in Review

B. Riley Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2021, closing a stake of 3,531 shares — an estimated $258K sold.

B. Riley Wealth Management first reported a position in NXTG in Q1 2020 and held it in 3 quarters. The position peaked at $406K in Q4 2020. 118 funds tracked by Wall St. Rank hold NXTG as of Q2 2021.

B. Riley Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2021 after selling out during the quarter.
B. Riley Wealth Management sold 3,531 First Trust Indxx NextG ETF shares in Q2 2021, an estimated $258K.
B. Riley Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2020 and held it in 3 quarters.
B. Riley Wealth Management's First Trust Indxx NextG ETF position peaked at $406K in Q4 2020.
118 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.