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Mascoma Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Mascoma Wealth Management’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
2024
Q4 		– Sell
-100
Closed -$8.73K – 525
2024
Q3 		$8.73K Buy
+100
New +$8.4K ﹤0.01% 336

Other funds holding NXTG

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mascoma Wealth Management's NXTG Position: Q4 2024 in Review

Mascoma Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2024, closing a stake of 100 shares — an estimated $8.73K sold.

Mascoma Wealth Management first reported a position in NXTG in Q3 2024 and held it in 1 quarter. The position peaked at $8.73K in Q3 2024. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2024.

  • Mascoma Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 First Trust Indxx NextG ETF shares in Q4 2024, an estimated $8.73K.
  • Mascoma Wealth Management first reported a position in First Trust Indxx NextG ETF in Q3 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's First Trust Indxx NextG ETF position peaked at $8.73K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.