High Net Worth Advisory Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-375	Closed	-$22.9K	–	448
2022 Q4	$22.9K	Hold	375	–	–	0.01%	423
2022 Q3	$21K	Hold	375	–	–	0.01%	445
2022 Q2	$24K	Hold	375	–	–	0.01%	424
2022 Q1	$29K	Hold	375	–	–	0.01%	405
2021 Q4	$31K	Buy	+375	New	+$29.8K	0.01%	399

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

High Net Worth Advisory Group's NXTG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2023, closing a stake of 375 shares — an estimated $22.9K sold.

High Net Worth Advisory Group first reported a position in NXTG in Q4 2021 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 111 funds tracked by Wall St. Rank hold NXTG as of Q1 2023.

High Net Worth Advisory Group reported no remaining First Trust Indxx NextG ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 375 First Trust Indxx NextG ETF shares in Q1 2023, an estimated $22.9K.
High Net Worth Advisory Group first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's First Trust Indxx NextG ETF position peaked at $31K in Q4 2021.
111 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.