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Kowal Investment Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-41
Closed -$3K – 661
2021
Q3 		$3K Buy
+41
New +$3.18K ﹤0.01% 745

Other funds holding NXTG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kowal Investment Group's NXTG Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2021, closing a stake of 41 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in NXTG in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 142 funds tracked by Wall St. Rank hold NXTG as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust Indxx NextG ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 41 First Trust Indxx NextG ETF shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in First Trust Indxx NextG ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust Indxx NextG ETF position peaked at $3K in Q3 2021.
  • 142 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.