IA
NXTG icon

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

Insight 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
2024
Q1 		– Sell
-3,010
Closed -$231K – 308
2023
Q4 		$231K Buy
+3,010
New +$213K 0.05% 250

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Advisors's NXTG Position: Q1 2024 in Review

Insight Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2024, closing a stake of 3,010 shares — an estimated $231K sold.

Insight Advisors first reported a position in NXTG in Q4 2023 and held it in 1 quarter. The position peaked at $231K in Q4 2023. 114 funds tracked by Wall St. Rank hold NXTG as of Q1 2024.

  • Insight Advisors reported no remaining First Trust Indxx NextG ETF position as of Q1 2024 after selling out during the quarter.
  • Insight Advisors sold 3,010 First Trust Indxx NextG ETF shares in Q1 2024, an estimated $231K.
  • Insight Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2023 and held it in 1 quarter.
  • Insight Advisors's First Trust Indxx NextG ETF position peaked at $231K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2024.

Based on Insight Advisors's 13F filing for Q1 2024, filed 6 May 2024.