RJT
NXTG icon

Raymond James Trust’s First Trust Indxx NextG ETF NXTG Stock Holding History

Raymond James Trust’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
-3,766
Closed -$210K – 1155
2022
Q3 		$210K Buy
3,766
+558
+17% +$35.8K 0.01% 964
2022
Q2 		$207K Buy
+3,208
New +$224K 0.01% 995

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 $1.44B AUM 21.92% 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

Raymond James Trust's NXTG Position: Q4 2022 in Review

Raymond James Trust sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 3,766 shares — an estimated $210K sold.

Raymond James Trust first reported a position in NXTG in Q2 2022 and held it in 2 quarters. The position peaked at $210K in Q3 2022. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

  • Raymond James Trust reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 3,766 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $210K.
  • Raymond James Trust first reported a position in First Trust Indxx NextG ETF in Q2 2022 and held it in 2 quarters.
  • Raymond James Trust's First Trust Indxx NextG ETF position peaked at $210K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.