Core Wealth Advisors (Florida)’s First Trust Indxx NextG ETF NXTG Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-369	Closed	-$29.2K	–	180
2024 Q1	$29.2K	Hold	369	–	–	0.01%	123
2023 Q4	$28.3K	Hold	369	–	–	0.01%	122
2023 Q3	$25K	Hold	369	–	–	0.01%	103
2023 Q2	$26.5K	Hold	369	–	–	0.01%	100
2023 Q1	$25.6K	Hold	369	–	–	0.01%	100
2022 Q4	$22.5K	Hold	369	–	–	0.01%	110
2022 Q3	$21K	Hold	369	–	–	0.01%	95
2022 Q2	$24K	Hold	369	–	–	0.01%	97
2022 Q1	$28K	Hold	369	–	–	0.02%	101
2021 Q4	$30K	Buy	+369	New	+$29.4K	0.02%	111

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

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

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

Core Wealth Advisors (Florida)'s NXTG Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2024, closing a stake of 369 shares — an estimated $29.2K sold.

Core Wealth Advisors (Florida) first reported a position in NXTG in Q4 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining First Trust Indxx NextG ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 369 First Trust Indxx NextG ETF shares in Q2 2024, an estimated $29.2K.
Core Wealth Advisors (Florida) first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s First Trust Indxx NextG ETF position peaked at $30K in Q4 2021.
112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.