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Raleigh Capital Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Raleigh Capital Management’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
-6
Closed – – 860
2022
Q3 		$0 Hold
6
– – ﹤0.01% 829
2022
Q2 		$0 Hold
6
– – ﹤0.01% 639
2022
Q1 		$0 Buy
+6
New +$461 ﹤0.01% 658

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 $1.67B AUM 28.26% 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

Raleigh Capital Management's NXTG Position: Q4 2022 in Review

Raleigh Capital Management sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 6 shares.

Raleigh Capital Management first reported a position in NXTG in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

  • Raleigh Capital Management reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 6 First Trust Indxx NextG ETF shares in Q4 2022.
  • Raleigh Capital Management first reported a position in First Trust Indxx NextG ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's First Trust Indxx NextG ETF position peaked at $0 in Q3 2022.
  • 115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.