Householder Group Estate & Retirement Specialist’s First Trust Indxx NextG ETF NXTG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$18K	Sell	222 -88	-28%	-$7.58K	0.01%	303
2024 Q3	$27K	Buy	310 +1	+0.3%	+$84	0.01%	614
2024 Q2	$25K	Sell	309 -4	-1%	-$314	0.01%	632
2024 Q1	$24.8K	Sell	313 -26	-8%	-$2.01K	0.01%	625
2023 Q4	$26K	Sell	339 -466	-58%	-$32.9K	0.01%	582
2023 Q3	$54.6K	Buy	+805	New	+$56.7K	0.02%	426
2023 Q1	$128K	Buy	+1,843	New	+$122K	0.05%	254
2022 Q4	–	Sell	-1,924	Closed	-$107K	–	843
2022 Q3	$107K	Buy	+1,924	New	+$123K	0.04%	257

Other funds holding NXTG

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NXTG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Indxx NextG ETF (NXTG) stake by 28% in Q4 2024, selling an estimated $7.58K and leaving 222 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #303.

Householder Group Estate & Retirement Specialist first reported a position in NXTG in Q3 2022 and has held it in 8 quarters since. The position peaked at $128K in Q1 2023. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 222 shares of First Trust Indxx NextG ETF worth $18K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 88 First Trust Indxx NextG ETF shares in Q4 2024, an estimated $7.58K.
First Trust Indxx NextG ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #303 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Indxx NextG ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Indxx NextG ETF position peaked at $128K in Q1 2023.
116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.