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

Glen Eagle 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 Q4	–	Sell	-100	Closed	-$6.79K	–	1055
2023 Q3	$6.79K	Hold	100	–	–	﹤0.01%	685
2023 Q2	$7.18K	Hold	100	–	–	﹤0.01%	686
2023 Q1	$6.95K	Sell	100 -44	-31%	-$2.92K	﹤0.01%	675
2022 Q4	$8.81K	Hold	144	–	–	﹤0.01%	636
2022 Q3	$8.04K	Buy	144 +44	+44%	+$2.82K	﹤0.01%	630
2022 Q2	$6.44K	Hold	100	–	–	﹤0.01%	691
2022 Q1	$7.6K	Hold	100	–	–	﹤0.01%	667
2021 Q4	$8.26K	Hold	100	–	–	﹤0.01%	652
2021 Q3	$7.63K	Hold	100	–	–	﹤0.01%	752
2021 Q2	$7.63K	Hold	100	–	–	﹤0.01%	744
2021 Q1	$7.31K	Hold	100	–	–	﹤0.01%	716
2020 Q4	$6.92K	Buy	+100	New	+$6.4K	﹤0.01%	688

Other funds holding NXTG

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

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

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

Glen Eagle Advisors's NXTG Position: Q4 2023 in Review

Glen Eagle Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2023, closing a stake of 100 shares — an estimated $6.79K sold.

Glen Eagle Advisors first reported a position in NXTG in Q4 2020 and held it in 12 quarters. The position peaked at $8.81K in Q4 2022. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2023.

Glen Eagle Advisors reported no remaining First Trust Indxx NextG ETF position as of Q4 2023 after selling out during the quarter.
Glen Eagle Advisors sold 100 First Trust Indxx NextG ETF shares in Q4 2023, an estimated $6.79K.
Glen Eagle Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 12 quarters.
Glen Eagle Advisors's First Trust Indxx NextG ETF position peaked at $8.81K in Q4 2022.
116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2023.

Based on Glen Eagle Advisors's 13F filing for Q4 2023, filed 13 Aug 2024.