LMKC
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L.M. Kohn & Company’s First Trust Indxx NextG ETF NXTG Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-7,935
Closed -$512K – 229
2022
Q2 		$512K Hold
7,935
– – 0.24% 105
2022
Q1 		$604K Buy
+7,935
New +$610K 0.23% 107

Other funds holding NXTG

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

L.M. Kohn & Company's NXTG Position: Q3 2022 in Review

L.M. Kohn & Company sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 7,935 shares — an estimated $512K sold.

L.M. Kohn & Company first reported a position in NXTG in Q1 2022 and held it in 2 quarters. The position peaked at $604K in Q1 2022. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

  • L.M. Kohn & Company reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 7,935 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $512K.
  • L.M. Kohn & Company first reported a position in First Trust Indxx NextG ETF in Q1 2022 and held it in 2 quarters.
  • L.M. Kohn & Company's First Trust Indxx NextG ETF position peaked at $604K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on L.M. Kohn & Company's 13F filing for Q3 2022, filed 19 Oct 2022.