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

Lokken 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
2022 Q2	–	Sell	-5,035	Closed	-$352K	–	122
2022 Q1	$352K	Sell	5,035 -1,128	-18%	-$86.7K	0.28%	84
2021 Q4	$509K	Sell	6,163 -14,872	-71%	-$1.18M	0.36%	58
2021 Q3	$1.6M	Sell	21,035 -2,692	-11%	-$209K	1.27%	20
2021 Q2	$1.81M	Sell	23,727 -583	-2%	-$43.5K	1.47%	18
2021 Q1	$1.78M	Sell	24,310 -2,890	-11%	-$209K	1.57%	16
2020 Q4	$1.88M	Buy	+27,200	New	+$1.74M	1.72%	16

Other funds holding NXTG

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lokken Investment Group's NXTG Position: Q2 2022 in Review

Lokken Investment Group sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2022, closing a stake of 5,035 shares — an estimated $352K sold.

Lokken Investment Group first reported a position in NXTG in Q4 2020 and held it in 6 quarters. The position peaked at $1.88M in Q4 2020. 136 funds tracked by Wall St. Rank hold NXTG as of Q2 2022.

Lokken Investment Group reported no remaining First Trust Indxx NextG ETF position as of Q2 2022 after selling out during the quarter.
Lokken Investment Group sold 5,035 First Trust Indxx NextG ETF shares in Q2 2022, an estimated $352K.
Lokken Investment Group first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 6 quarters.
Lokken Investment Group's First Trust Indxx NextG ETF position peaked at $1.88M in Q4 2020.
136 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.