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Provence Wealth Management Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Provence Wealth 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
2023
Q4 		$5.22K Hold
68
– – ﹤0.01% 355
2023
Q3 		$4.61K Buy
+68
New +$4.79K ﹤0.01% 362

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 $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Provence Wealth Management Group's NXTG Position: Q4 2023 in Review

Provence Wealth Management Group held its First Trust Indxx NextG ETF (NXTG) position steady in Q4 2023 at 68 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Provence Wealth Management Group first reported a position in NXTG in Q3 2023 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2023.

  • Provence Wealth Management Group held 68 shares of First Trust Indxx NextG ETF worth $5.22K as of Q4 2023.
  • Provence Wealth Management Group left its First Trust Indxx NextG ETF share count unchanged in Q4 2023.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #355 holding.
  • Provence Wealth Management Group first reported a position in First Trust Indxx NextG ETF in Q3 2023 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.