Guardian Wealth Advisors (North Carolina)’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
4,230
| – | – | 0.03% | 218 |
|
|
2025
Q1 | $359K | Hold |
4,230
| – | – | 0.03% | 223 |
|
|
2024
Q4 | $361K | Hold |
4,230
| – | – | 0.03% | 227 |
|
|
2024
Q3 | $369K | Hold |
4,230
| – | – | 0.04% | 193 |
|
|
2024
Q2 | $347K | Hold |
4,230
| – | – | 0.04% | 189 |
|
|
2024
Q1 | $335K | Hold |
4,230
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $325K | Sell |
4,230
-375
| -8% | -$28.8K | 0.05% | 186 |
|
|
2023
Q3 | $312K | Sell |
4,605
-20
| -0.4% | -$1.36K | 0.05% | 182 |
|
|
2023
Q2 | $332K | Sell |
4,625
-380
| -8% | -$27.3K | 0.06% | 164 |
|
|
2023
Q1 | $348K | Sell |
5,005
-778
| -13% | -$54.1K | 0.06% | 155 |
|
|
2022
Q4 | $353K | Sell |
5,783
-10,629
| -65% | -$648K | 0.07% | 138 |
|
|
2022
Q3 | $914K | Buy |
16,412
+6
| +0% | +$334 | 0.17% | 69 |
|
|
2022
Q2 | $1.06M | Buy |
16,406
+7,641
| +87% | +$492K | 0.19% | 62 |
|
|
2022
Q1 | $666K | Buy |
8,765
+11
| +0.1% | +$836 | 0.29% | 60 |
|
|
2021
Q4 | $723K | Buy |
+8,754
| New | +$723K | 0.31% | 61 |
|