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Ladenburg Thalmann Financial Services’s First Trust Indxx NextG ETF NXTG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$443K Buy
8,220
+3,692
+82% +$195K ﹤0.01% 1912
2019
Q3 		$229K Sell
4,528
-483
-10% -$24.1K ﹤0.01% 2364
2019
Q2 		$246K Buy
+5,011
New +$240K ﹤0.01% 2320

Other funds holding NXTG

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NXTG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Indxx NextG ETF (NXTG) stake by 82% in Q4 2019, buying an estimated $195K and bringing the position to 8,220 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Ladenburg Thalmann Financial Services first reported a position in NXTG in Q2 2019 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold NXTG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 8,220 shares of First Trust Indxx NextG ETF worth $443K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3,692 First Trust Indxx NextG ETF shares in Q4 2019, an estimated $195K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1912 holding.
  • Ladenburg Thalmann Financial Services first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.