Mariner Independent Advisor Network’s First Trust Indxx NextG ETF NXTG Stock Holding History

Mariner Independent Advisor Network’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	$1.63M	Buy	29,260 +275	+0.9%	+$17.6K	0.07%	278
2022 Q2	$1.88M	Sell	28,985 -1,496	-5%	-$104K	0.08%	264
2022 Q1	$2.31M	Sell	30,481 -1,684	-5%	-$129K	0.09%	234
2021 Q4	$2.67M	Buy	32,165 +1,326	+4%	+$106K	0.13%	187
2021 Q3	$2.35M	Buy	30,839 +289	+0.9%	+$22.4K	0.11%	202
2021 Q2	$2.33M	Buy	30,550 +876	+3%	+$65.4K	0.11%	216
2021 Q1	$2.17M	Buy	29,674 +2,672	+10%	+$193K	0.11%	187
2020 Q4	$1.87M	Buy	27,002 +9,973	+59%	+$638K	0.1%	213
2020 Q3	$1.01M	Buy	17,029 +5,831	+52%	+$342K	0.08%	212
2020 Q2	$610K	Buy	+11,198	New	+$579K	0.06%	249

Other funds holding NXTG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mariner Independent Advisor Network's NXTG Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust Indxx NextG ETF (NXTG) stake by 0.95% in Q3 2022, buying an estimated $17.6K and bringing the position to 29,260 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #278.

Mariner Independent Advisor Network first reported a position in NXTG in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2021. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

Mariner Independent Advisor Network held 29,260 shares of First Trust Indxx NextG ETF worth $1.63M as of Q3 2022.
Mariner Independent Advisor Network bought 275 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $17.6K.
First Trust Indxx NextG ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #278 holding.
Mariner Independent Advisor Network first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's First Trust Indxx NextG ETF position peaked at $2.67M in Q4 2021.
124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.