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

FSB Premier 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
2022
Q1 		– Sell
-1,216
Closed -$100K – 382
2021
Q4 		$100K Buy
+1,216
New +$96.8K 0.04% 180

Other funds holding NXTG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FSB Premier Wealth Management's NXTG Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2022, closing a stake of 1,216 shares — an estimated $100K sold.

FSB Premier Wealth Management first reported a position in NXTG in Q4 2021 and held it in 1 quarter. The position peaked at $100K in Q4 2021. 142 funds tracked by Wall St. Rank hold NXTG as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,216 First Trust Indxx NextG ETF shares in Q1 2022, an estimated $100K.
  • FSB Premier Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's First Trust Indxx NextG ETF position peaked at $100K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.