Next Financial Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Next Financial Group’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 Q4	$87K	Sell	1,054 -564	-35%	-$44.9K	0.01%	1241
2021 Q3	$123K	Hold	1,618	–	–	0.01%	1026
2021 Q2	$123K	Sell	1,618 -772	-32%	-$57.6K	0.01%	1022
2021 Q1	$175K	Hold	2,390	–	–	0.02%	818
2020 Q4	$165K	Sell	2,390 -28	-1%	-$1.79K	0.02%	787
2020 Q3	$143K	Buy	+2,418	New	+$142K	0.02%	734

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

Next Financial Group's NXTG Position: Q4 2021 in Review

Next Financial Group reduced its First Trust Indxx NextG ETF (NXTG) stake by 35% in Q4 2021, selling an estimated $44.9K and leaving 1,054 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #1241.

Next Financial Group first reported a position in NXTG in Q3 2020 and has held it in 6 quarters since. The position peaked at $175K in Q1 2021. 142 funds tracked by Wall St. Rank hold NXTG as of Q4 2021.

Next Financial Group held 1,054 shares of First Trust Indxx NextG ETF worth $87K as of Q4 2021.
Next Financial Group sold 564 First Trust Indxx NextG ETF shares in Q4 2021, an estimated $44.9K.
First Trust Indxx NextG ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1241 holding.
Next Financial Group first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's First Trust Indxx NextG ETF position peaked at $175K in Q1 2021.
142 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.