IHT Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

IHT Wealth Management’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	-3,167	Closed	-$241K	–	791
2022 Q1	$241K	Sell	3,167 -1,709	-35%	-$131K	0.02%	646
2021 Q4	$403K	Buy	+4,876	New	+$388K	0.03%	498

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

IHT Wealth Management's NXTG Position: Q2 2022 in Review

IHT Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2022, closing a stake of 3,167 shares — an estimated $241K sold.

IHT Wealth Management first reported a position in NXTG in Q4 2021 and held it in 2 quarters. The position peaked at $403K in Q4 2021. 136 funds tracked by Wall St. Rank hold NXTG as of Q2 2022.

IHT Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2022 after selling out during the quarter.
IHT Wealth Management sold 3,167 First Trust Indxx NextG ETF shares in Q2 2022, an estimated $241K.
IHT Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 2 quarters.
IHT Wealth Management's First Trust Indxx NextG ETF position peaked at $403K in Q4 2021.
136 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.