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Fernwood Investment Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-44
Closed -$3.47K – 537
2024
Q1 		$3.47K Buy
+44
New +$3.4K ﹤0.01% 654

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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

Fernwood Investment Management's NXTG Position: Q2 2024 in Review

Fernwood Investment Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2024, closing a stake of 44 shares — an estimated $3.47K sold.

Fernwood Investment Management first reported a position in NXTG in Q1 2024 and held it in 1 quarter. The position peaked at $3.47K in Q1 2024. 112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

  • Fernwood Investment Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 44 First Trust Indxx NextG ETF shares in Q2 2024, an estimated $3.47K.
  • Fernwood Investment Management first reported a position in First Trust Indxx NextG ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's First Trust Indxx NextG ETF position peaked at $3.47K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.