Kingswood Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,441
| Closed | -$207K | – | 778 |
|
|
2025
Q1 | $207K | Sell |
2,441
-175
| -7% | -$14.9K | 0.02% | 676 |
|
|
2024
Q4 | $223K | Buy |
2,616
+77
| +3% | +$6.57K | 0.02% | 705 |
|
|
2024
Q3 | $222K | Buy |
+2,539
| New | +$222K | 0.02% | 646 |
|
|
2024
Q2 | – | Sell |
-2,539
| Closed | -$201K | – | 700 |
|
|
2024
Q1 | $201K | Buy |
+2,539
| New | +$201K | 0.02% | 577 |
|