BOK Financial’s First Trust Indxx NextG ETF NXTG Stock Holding History

BOK Financial’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 Q4	–	Sell	-2,649	Closed	-$202K	–	998
2021 Q3	$202K	Buy	+2,649	New	+$206K	﹤0.01%	916
2021 Q1	$202K	Sell	2,770 -512	-16%	-$37.1K	﹤0.01%	877
2020 Q4	$228K	Sell	3,282 -154	-4%	-$9.85K	﹤0.01%	837
2020 Q3	$204K	Buy	+3,436	New	+$201K	﹤0.01%	806

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

BOK Financial's NXTG Position: Q4 2021 in Review

BOK Financial sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2021, closing a stake of 2,649 shares — an estimated $202K sold.

BOK Financial first reported a position in NXTG in Q3 2020 and held it in 4 quarters. The position peaked at $228K in Q4 2020. 142 funds tracked by Wall St. Rank hold NXTG as of Q4 2021.

BOK Financial reported no remaining First Trust Indxx NextG ETF position as of Q4 2021 after selling out during the quarter.
BOK Financial sold 2,649 First Trust Indxx NextG ETF shares in Q4 2021, an estimated $202K.
BOK Financial first reported a position in First Trust Indxx NextG ETF in Q3 2020 and held it in 4 quarters.
BOK Financial's First Trust Indxx NextG ETF position peaked at $228K in Q4 2020.
142 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2021.

Based on BOK Financial's 13F filing for Q4 2021, filed 11 Mar 2022.