Perigon Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Hold |
19,503
| – | – | 0.04% | 342 |
|
2025
Q1 | $1.66M | Hold |
19,503
| – | – | 0.04% | 342 |
|
2024
Q4 | $1.67M | Hold |
19,503
| – | – | 0.04% | 341 |
|
2024
Q3 | $1.7M | Hold |
19,503
| – | – | 0.05% | 311 |
|
2024
Q2 | $1.6M | Hold |
19,503
| – | – | 0.05% | 287 |
|
2024
Q1 | $1.55M | Buy |
19,503
+3
| +0% | +$238 | 0.05% | 284 |
|
2023
Q4 | $1.5M | Buy |
+19,500
| New | +$1.5M | 0.05% | 269 |
|