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NWAM LLC’s First Trust Indxx NextG ETF NXTG Stock Holding History

NWAM LLC’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
-7,264
Closed -$404K – 531
2022
Q3 		$404K Sell
7,264
-51
-0.7% -$3.27K 0.04% 332
2022
Q2 		$467K Sell
7,315
-1,250
-15% -$87.1K 0.04% 314
2022
Q1 		$651K Buy
8,565
+3,878
+83% +$298K 0.05% 283
2021
Q4 		$387K Sell
4,687
-3,273
-41% -$260K 0.03% 369
2021
Q3 		$607K Buy
7,960
+113
+1% +$8.77K 0.06% 279
2021
Q2 		$599K Buy
7,847
+1,424
+22% +$106K 0.06% 275
2021
Q1 		$469K Buy
+6,423
New +$465K 0.05% 310

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
Stifel Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NWAM LLC's NXTG Position: Q4 2022 in Review

NWAM LLC sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 7,264 shares — an estimated $404K sold.

NWAM LLC first reported a position in NXTG in Q1 2021 and held it in 7 quarters. The position peaked at $651K in Q1 2022. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

  • NWAM LLC reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
  • NWAM LLC sold 7,264 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $404K.
  • NWAM LLC first reported a position in First Trust Indxx NextG ETF in Q1 2021 and held it in 7 quarters.
  • NWAM LLC's First Trust Indxx NextG ETF position peaked at $651K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on NWAM LLC's 13F filing for Q4 2022, filed 8 Feb 2023.