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

Janiczek 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
2024 Q2	$90.4K	Buy	+1,103	New	+$86.6K	0.02%	295

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Janiczek Wealth Management's NXTG Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2024: 1,103 shares worth $90.4K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings.

112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

Janiczek Wealth Management held 1,103 shares of First Trust Indxx NextG ETF worth $90.4K as of Q2 2024.
First Trust Indxx NextG ETF was a new Janiczek Wealth Management position in Q2 2024.
First Trust Indxx NextG ETF made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #295 holding.
112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.