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Meitav Investment House’s First Trust Indxx NextG ETF NXTG Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-335
Closed -$24K – 462
2023
Q2 		$24K Buy
+335
New +$23.2K ﹤0.01% 489

Other funds holding NXTG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Meitav Investment House's NXTG Position: Q3 2023 in Review

Meitav Investment House sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2023, closing a stake of 335 shares — an estimated $24K sold.

Meitav Investment House first reported a position in NXTG in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 109 funds tracked by Wall St. Rank hold NXTG as of Q3 2023.

  • Meitav Investment House reported no remaining First Trust Indxx NextG ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 335 First Trust Indxx NextG ETF shares in Q3 2023, an estimated $24K.
  • Meitav Investment House first reported a position in First Trust Indxx NextG ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's First Trust Indxx NextG ETF position peaked at $24K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.