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Financial Gravity Asset Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Financial Gravity Asset 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
-55
Closed -$4.22K – 2097
2024
Q1 		$4.22K Hold
55
– – ﹤0.01% 899
2023
Q4 		$4.22K Buy
+55
New +$3.89K ﹤0.01% 892

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

Financial Gravity Asset Management's NXTG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2024, closing a stake of 55 shares — an estimated $4.22K sold.

Financial Gravity Asset Management first reported a position in NXTG in Q4 2023 and held it in 2 quarters. The position peaked at $4.22K in Q1 2024. 112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 55 First Trust Indxx NextG ETF shares in Q2 2024, an estimated $4.22K.
  • Financial Gravity Asset Management first reported a position in First Trust Indxx NextG ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's First Trust Indxx NextG ETF position peaked at $4.22K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.