Cetera Advisor Networks’s First Trust Indxx NextG ETF NXTG Stock Holding History

Cetera Advisor Networks’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 Q1	$937K	Buy	11,827 +271	+2%	+$20.9K	﹤0.01%	1509
2023 Q4	$887K	Sell	11,556 -10,435	-47%	-$737K	﹤0.01%	1448
2023 Q3	$1.49M	Buy	21,991 +7,498	+52%	+$528K	0.01%	1037
2023 Q2	$1.04M	Sell	14,493 -1,609	-10%	-$111K	0.01%	1240
2023 Q1	$1.12M	Sell	16,102 -880	-5%	-$58.4K	0.01%	1166
2022 Q4	$1.04M	Sell	16,982 -1,258	-7%	-$75.3K	0.01%	1174
2022 Q3	$1.01M	Buy	18,240 +3,621	+25%	+$232K	0.01%	863
2022 Q2	$942K	Buy	14,619 +1,762	+14%	+$123K	0.01%	911
2022 Q1	$977K	Buy	12,857 +4,265	+50%	+$328K	0.01%	923
2021 Q4	$710K	Buy	8,592 +2,676	+45%	+$213K	0.01%	1065
2021 Q3	$451K	Sell	5,916 -83	-1%	-$6.44K	0.01%	1282
2021 Q2	$458K	Buy	5,999 +878	+17%	+$65.6K	0.01%	1225
2021 Q1	$374K	Buy	5,121 +1,602	+46%	+$116K	0.01%	1014
2020 Q4	$244K	Buy	+3,519	New	+$225K	0.01%	1163
2020 Q3	–	Sell	-3,032	Closed	-$165K	–	2436
2020 Q2	$165K	Buy	+3,032	New	+$157K	﹤0.01%	1227

Other funds holding NXTG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

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

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

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

RJA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisor Networks's NXTG Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Indxx NextG ETF (NXTG) stake by 2.3% in Q1 2024, buying an estimated $20.9K and bringing the position to 11,827 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Cetera Advisor Networks first reported a position in NXTG in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.49M in Q3 2023. 114 funds tracked by Wall St. Rank hold NXTG as of Q1 2024.

Cetera Advisor Networks held 11,827 shares of First Trust Indxx NextG ETF worth $937K as of Q1 2024.
Cetera Advisor Networks bought 271 First Trust Indxx NextG ETF shares in Q1 2024, an estimated $20.9K.
First Trust Indxx NextG ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1509 holding.
Cetera Advisor Networks first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 15 quarters since.
Cetera Advisor Networks's First Trust Indxx NextG ETF position peaked at $1.49M in Q3 2023.
114 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.