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Patriot Investment Management Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Patriot Investment Management 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
2020
Q3 		– Sell
-700
Closed -$38.1K – 501
2020
Q2 		$38.1K Buy
+700
New +$36.2K ﹤0.01% 355

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Patriot Investment Management Group's NXTG Position: Q3 2020 in Review

Patriot Investment Management Group sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2020, closing a stake of 700 shares — an estimated $38.1K sold.

Patriot Investment Management Group first reported a position in NXTG in Q2 2020 and held it in 1 quarter. The position peaked at $38.1K in Q2 2020. 77 funds tracked by Wall St. Rank hold NXTG as of Q3 2020.

  • Patriot Investment Management Group reported no remaining First Trust Indxx NextG ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 700 First Trust Indxx NextG ETF shares in Q3 2020, an estimated $38.1K.
  • Patriot Investment Management Group first reported a position in First Trust Indxx NextG ETF in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's First Trust Indxx NextG ETF position peaked at $38.1K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.