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

OneDigital Investment 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
Q1 		– Sell
-10,969
Closed -$759K – 747
2020
Q4 		$759K Buy
10,969
+304
+3% +$19.4K 0.04% 276
2020
Q3 		$631K Buy
10,665
+6,267
+142% +$367K 0.04% 267
2020
Q2 		$239K Buy
+4,398
New +$227K 0.02% 502

Other funds holding NXTG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's NXTG Position: Q1 2021 in Review

OneDigital Investment Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2021, closing a stake of 10,969 shares — an estimated $759K sold.

OneDigital Investment Advisors first reported a position in NXTG in Q2 2020 and held it in 3 quarters. The position peaked at $759K in Q4 2020. 121 funds tracked by Wall St. Rank hold NXTG as of Q1 2021.

  • OneDigital Investment Advisors reported no remaining First Trust Indxx NextG ETF position as of Q1 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,969 First Trust Indxx NextG ETF shares in Q1 2021, an estimated $759K.
  • OneDigital Investment Advisors first reported a position in First Trust Indxx NextG ETF in Q2 2020 and held it in 3 quarters.
  • OneDigital Investment Advisors's First Trust Indxx NextG ETF position peaked at $759K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2021.

Based on OneDigital Investment Advisors's 13F filing for Q1 2021, filed 10 May 2021.