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

Mutual 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
2022 Q4	–	Sell	-3,966	Closed	-$221K	–	955
2022 Q3	$221K	Sell	3,966 -1,445	-27%	-$92.6K	0.01%	801
2022 Q2	$349K	Sell	5,411 -18,344	-77%	-$1.28M	0.02%	633
2022 Q1	$1.8M	Sell	23,755 -690	-3%	-$53K	0.1%	232
2021 Q4	$2.02M	Sell	24,445 -108	-0.4%	-$8.59K	0.11%	228
2021 Q3	$1.87M	Sell	24,553 -404	-2%	-$31.3K	0.11%	229
2021 Q2	$1.91M	Buy	24,957 +613	+3%	+$45.8K	0.11%	233
2021 Q1	$1.78M	Buy	24,344 +3,842	+19%	+$278K	0.12%	215
2020 Q4	$1.42M	Buy	+20,502	New	+$1.31M	0.11%	231

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mutual Advisors's NXTG Position: Q4 2022 in Review

Mutual Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 3,966 shares — an estimated $221K sold.

Mutual Advisors first reported a position in NXTG in Q4 2020 and held it in 8 quarters. The position peaked at $2.02M in Q4 2021. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

Mutual Advisors reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
Mutual Advisors sold 3,966 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $221K.
Mutual Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 8 quarters.
Mutual Advisors's First Trust Indxx NextG ETF position peaked at $2.02M in Q4 2021.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.