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

Moser 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
2021 Q2	–	Sell	-23	Closed	-$2K	–	165
2021 Q1	$2K	Buy	+23	New	+$1.67K	﹤0.01%	147

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

KAS

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

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

Moser Wealth Advisors's NXTG Position: Q2 2021 in Review

Moser Wealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2021, closing a stake of 23 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in NXTG in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 118 funds tracked by Wall St. Rank hold NXTG as of Q2 2021.

Moser Wealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q2 2021 after selling out during the quarter.
Moser Wealth Advisors sold 23 First Trust Indxx NextG ETF shares in Q2 2021, an estimated $2K.
Moser Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q1 2021 and held it in 1 quarter.
Moser Wealth Advisors's First Trust Indxx NextG ETF position peaked at $2K in Q1 2021.
118 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2021.

Based on Moser Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.