Banque Cantonale Vaudoise’s First Trust Indxx NextG ETF NXTG Stock Holding History

Banque Cantonale Vaudoise’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
2022 Q3	–	Sell	-5,000	Closed	-$322K	–	1270
2022 Q2	$322K	Buy	5,000 +2,000	+67%	+$139K	0.02%	613
2022 Q1	$227K	Hold	3,000	–	–	0.01%	769
2021 Q4	$248K	Hold	3,000	–	–	0.01%	779
2021 Q3	$229K	Buy	+3,000	New	+$233K	0.01%	765

Other funds holding NXTG

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Banque Cantonale Vaudoise's NXTG Position: Q3 2022 in Review

Banque Cantonale Vaudoise sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 5,000 shares — an estimated $322K sold.

Banque Cantonale Vaudoise first reported a position in NXTG in Q3 2021 and held it in 4 quarters. The position peaked at $322K in Q2 2022. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

Banque Cantonale Vaudoise reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
Banque Cantonale Vaudoise sold 5,000 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $322K.
Banque Cantonale Vaudoise first reported a position in First Trust Indxx NextG ETF in Q3 2021 and held it in 4 quarters.
Banque Cantonale Vaudoise's First Trust Indxx NextG ETF position peaked at $322K in Q2 2022.
124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2022, filed 17 Oct 2022.