EPG Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

EPG Wealth Management’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 Q4	–	Sell	-2,571	Closed	-$225K	–	437
2024 Q3	$225K	Buy	+2,571	New	+$216K	0.06%	228
2024 Q2	–	Sell	-2,585	Closed	-$203K	–	244
2024 Q1	$205K	Buy	+2,585	New	+$199K	0.05%	250
2022 Q2	–	Sell	-2,717	Closed	-$207K	–	341
2022 Q1	$207K	Buy	2,717 +1	+0%	+$77	0.07%	228
2021 Q4	$224K	Buy	2,716 +37	+1%	+$2.94K	0.08%	214
2021 Q3	$204K	Sell	2,679 -433	-14%	-$33.6K	0.08%	215
2021 Q2	$238K	Buy	3,112 +5	+0.2%	+$373	0.1%	179
2021 Q1	$227K	Buy	3,107 +200	+7%	+$14.5K	0.11%	168
2020 Q4	$201K	Buy	+2,907	New	+$186K	0.12%	154

Other funds holding NXTG

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

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

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

AAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

EPG Wealth Management's NXTG Position: Q4 2024 in Review

EPG Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2024, closing a stake of 2,571 shares — an estimated $225K sold.

EPG Wealth Management first reported a position in NXTG in Q4 2020 and held it in 8 quarters. The position peaked at $238K in Q2 2021. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2024.

EPG Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q4 2024 after selling out during the quarter.
EPG Wealth Management sold 2,571 First Trust Indxx NextG ETF shares in Q4 2024, an estimated $225K.
EPG Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 8 quarters.
EPG Wealth Management's First Trust Indxx NextG ETF position peaked at $238K in Q2 2021.
116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.