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Moisand Fitzgerald Tamayo’s First Trust Indxx NextG ETF NXTG Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-65
Closed -$4.99K – 635
2023
Q4 		$4.99K Buy
+65
New +$4.59K ﹤0.01% 423

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Moisand Fitzgerald Tamayo's NXTG Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2024, closing a stake of 65 shares — an estimated $4.99K sold.

Moisand Fitzgerald Tamayo first reported a position in NXTG in Q4 2023 and held it in 1 quarter. The position peaked at $4.99K in Q4 2023. 114 funds tracked by Wall St. Rank hold NXTG as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Indxx NextG ETF position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 65 First Trust Indxx NextG ETF shares in Q1 2024, an estimated $4.99K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Indxx NextG ETF in Q4 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust Indxx NextG ETF position peaked at $4.99K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.