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

Cetera Advisors’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	$483K	Buy	+6,096	New	+$470K	﹤0.01%	1630
2022 Q4	–	Sell	-3,673	Closed	-$204K	–	1659
2022 Q3	$204K	Sell	3,673 -67	-2%	-$4.29K	0.01%	1138
2022 Q2	$241K	Sell	3,740 -2,673	-42%	-$186K	0.01%	1140
2022 Q1	$487K	Sell	6,413 -855	-12%	-$65.7K	0.01%	891
2021 Q4	$600K	Sell	7,268 -4,191	-37%	-$334K	0.01%	812
2021 Q3	$874K	Buy	11,459 +7,609	+198%	+$590K	0.02%	661
2021 Q2	$294K	Buy	3,850 +80	+2%	+$5.97K	0.01%	1055
2021 Q1	$275K	Buy	3,770 +745	+25%	+$53.9K	0.01%	996
2020 Q4	$209K	Buy	+3,025	New	+$193K	0.01%	966

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 Advisors's NXTG Position: Q1 2024 in Review

Cetera Advisors opened a new position in First Trust Indxx NextG ETF (NXTG) in Q1 2024: 6,096 shares worth $483K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in NXTG as recently as Q3 2022.

Cetera Advisors first reported a position in NXTG in Q4 2020 and has held it in 9 quarters since. The position peaked at $874K in Q3 2021. 114 funds tracked by Wall St. Rank hold NXTG as of Q1 2024.

Cetera Advisors held 6,096 shares of First Trust Indxx NextG ETF worth $483K as of Q1 2024.
First Trust Indxx NextG ETF was a new Cetera Advisors position in Q1 2024.
First Trust Indxx NextG ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1630 holding.
Cetera Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 9 quarters since.
Cetera Advisors's First Trust Indxx NextG ETF position peaked at $874K in Q3 2021.
114 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2024.

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