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

Ergawealth 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
2023
Q1 		– Sell
-3,640
Closed -$222K – 56
2022
Q4 		$222K Buy
+3,640
New +$218K 0.2% 47

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ergawealth Advisors's NXTG Position: Q1 2023 in Review

Ergawealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2023, closing a stake of 3,640 shares — an estimated $222K sold.

Ergawealth Advisors first reported a position in NXTG in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 111 funds tracked by Wall St. Rank hold NXTG as of Q1 2023.

  • Ergawealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q1 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 3,640 First Trust Indxx NextG ETF shares in Q1 2023, an estimated $222K.
  • Ergawealth Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2022 and held it in 1 quarter.
  • Ergawealth Advisors's First Trust Indxx NextG ETF position peaked at $222K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2023.

Based on Ergawealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.