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Comprehensive Financial Consultants Institutional’s First Trust Indxx NextG ETF NXTG Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-802
Closed -$61K – 373
2021
Q4 		$61K Buy
+802
New +$63.8K 0.04% 220

Other funds holding NXTG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's NXTG Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2022, closing a stake of 802 shares — an estimated $61K sold.

Comprehensive Financial Consultants Institutional first reported a position in NXTG in Q4 2021 and held it in 1 quarter. The position peaked at $61K in Q4 2021. 142 funds tracked by Wall St. Rank hold NXTG as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining First Trust Indxx NextG ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 802 First Trust Indxx NextG ETF shares in Q1 2022, an estimated $61K.
  • Comprehensive Financial Consultants Institutional first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's First Trust Indxx NextG ETF position peaked at $61K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.