Lowe Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Lowe Wealth Advisors’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
2020 Q3	–	Sell	-600	Closed	-$33K	–	281
2020 Q2	$33K	Hold	600	–	–	0.02%	90
2020 Q1	$28K	Buy	+600	New	+$31.5K	0.02%	84

Other funds holding NXTG

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lowe Wealth Advisors's NXTG Position: Q3 2020 in Review

Lowe Wealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2020, closing a stake of 600 shares — an estimated $33K sold.

Lowe Wealth Advisors first reported a position in NXTG in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 77 funds tracked by Wall St. Rank hold NXTG as of Q3 2020.

Lowe Wealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q3 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 600 First Trust Indxx NextG ETF shares in Q3 2020, an estimated $33K.
Lowe Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q1 2020 and held it in 2 quarters.
Lowe Wealth Advisors's First Trust Indxx NextG ETF position peaked at $33K in Q2 2020.
77 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2020.

Based on Lowe Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.