Carson Wealth (CWM LLC)’s First Trust Indxx NextG ETF NXTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
10,030
-122
| -1% | -$11.9K | ﹤0.01% | 1244 |
|
|
2025
Q1 | $861K | Buy |
10,152
+1
| +0% | +$85 | ﹤0.01% | 1214 |
|
|
2024
Q4 | $866K | Buy |
10,151
+186
| +2% | +$15.9K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $870K | Sell |
9,965
-499
| -5% | -$43.6K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $857K | Buy |
10,464
+1
| +0% | +$82 | ﹤0.01% | 976 |
|
|
2024
Q1 | $829K | Buy |
10,463
+40
| +0.4% | +$3.17K | ﹤0.01% | 937 |
|
|
2023
Q4 | $800K | Hold |
10,423
| – | – | ﹤0.01% | 894 |
|
|
2023
Q3 | $707K | Hold |
10,423
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $748K | Sell |
10,423
-551
| -5% | -$39.5K | ﹤0.01% | 808 |
|
|
2023
Q1 | $763K | Sell |
10,974
-1,059
| -9% | -$73.6K | 0.01% | 742 |
|
|
2022
Q4 | $734K | Sell |
12,033
-378
| -3% | -$23.1K | 0.01% | 693 |
|
|
2022
Q3 | $691K | Sell |
12,411
-322
| -3% | -$17.9K | 0.01% | 661 |
|
|
2022
Q2 | $821K | Buy |
12,733
+109
| +0.9% | +$7.03K | 0.01% | 605 |
|
|
2022
Q1 | $959K | Hold |
12,624
| – | – | 0.01% | 571 |
|
|
2021
Q4 | $1.04M | Buy |
+12,624
| New | +$1.04M | 0.01% | 565 |
|
|
2021
Q2 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2021
Q1 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2020
Q4 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2020
Q3 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2020
Q2 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2020
Q1 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2019
Q4 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2019
Q3 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2019
Q2 | $821K | Hold |
10,761
| – | – | 0.01% | 598 |
|
|
2019
Q1 | $821K | Buy |
+10,761
| New | +$821K | 0.01% | 598 |
|