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JP Morgan Private Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

JP Morgan Private Wealth 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
2022
Q4 		– Sell
-3,892
Closed -$217K – 1980
2022
Q3 		$217K Buy
+3,892
New +$249K ﹤0.01% 1778

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NXTG Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 3,892 shares — an estimated $217K sold.

JP Morgan Private Wealth Advisors first reported a position in NXTG in Q3 2022 and held it in 1 quarter. The position peaked at $217K in Q3 2022. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,892 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $217K.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q3 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's First Trust Indxx NextG ETF position peaked at $217K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.