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

Herold 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
2022 Q2	–	Sell	-300	Closed	-$22.8K	–	518
2022 Q1	$22.8K	Buy	+300	New	+$23.1K	0.01%	489
2021 Q4	–	Sell	-300	Closed	-$22K	–	502
2021 Q3	$22K	Buy	+300	New	+$23.3K	0.01%	506

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 $377B AUM 19.32% 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 $109B AUM 21.36% 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 $40.4B AUM 21.2% 1-Year Est. Return

Herold Advisors's NXTG Position: Q2 2022 in Review

Herold Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2022, closing a stake of 300 shares — an estimated $22.8K sold.

Herold Advisors first reported a position in NXTG in Q3 2021 and held it in 2 quarters. The position peaked at $22.8K in Q1 2022. 136 funds tracked by Wall St. Rank hold NXTG as of Q2 2022.

Herold Advisors reported no remaining First Trust Indxx NextG ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 300 First Trust Indxx NextG ETF shares in Q2 2022, an estimated $22.8K.
Herold Advisors first reported a position in First Trust Indxx NextG ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's First Trust Indxx NextG ETF position peaked at $22.8K in Q1 2022.
136 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.