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

Financial Advocates 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
2022 Q2	–	Sell	-3,373	Closed	-$256K	–	760
2022 Q1	$256K	Sell	3,373 -1,023	-23%	-$78.6K	0.02%	619
2021 Q4	$363K	Sell	4,396 -371	-8%	-$29.5K	0.02%	579
2021 Q3	$364K	Buy	4,767 +138	+3%	+$10.7K	0.02%	560
2021 Q2	$353K	Buy	4,629 +446	+11%	+$33.3K	0.02%	564
2021 Q1	$306K	Buy	+4,183	New	+$303K	0.02%	599

Other funds holding NXTG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Advocates Investment Management's NXTG Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2022, closing a stake of 3,373 shares — an estimated $256K sold.

Financial Advocates Investment Management first reported a position in NXTG in Q1 2021 and held it in 5 quarters. The position peaked at $364K in Q3 2021. 136 funds tracked by Wall St. Rank hold NXTG as of Q2 2022.

Financial Advocates Investment Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 3,373 First Trust Indxx NextG ETF shares in Q2 2022, an estimated $256K.
Financial Advocates Investment Management first reported a position in First Trust Indxx NextG ETF in Q1 2021 and held it in 5 quarters.
Financial Advocates Investment Management's First Trust Indxx NextG ETF position peaked at $364K in Q3 2021.
136 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.