Regal Investment Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Regal Investment Advisors’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 Q3	–	Sell	-3,357	Closed	-$216K	–	518
2022 Q2	$216K	Buy	3,357 +16	+0.5%	+$1.11K	0.02%	444
2022 Q1	$254K	Buy	3,341 +1	+0%	+$77	0.02%	453
2021 Q4	$276K	Buy	3,340 +203	+6%	+$16.2K	0.02%	446
2021 Q3	$239K	Buy	3,137 +229	+8%	+$17.8K	0.02%	470
2021 Q2	$222K	Buy	+2,908	New	+$217K	0.02%	494

Other funds holding NXTG

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Regal Investment Advisors's NXTG Position: Q3 2022 in Review

Regal Investment Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 3,357 shares — an estimated $216K sold.

Regal Investment Advisors first reported a position in NXTG in Q2 2021 and held it in 5 quarters. The position peaked at $276K in Q4 2021. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

Regal Investment Advisors reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 3,357 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $216K.
Regal Investment Advisors first reported a position in First Trust Indxx NextG ETF in Q2 2021 and held it in 5 quarters.
Regal Investment Advisors's First Trust Indxx NextG ETF position peaked at $276K in Q4 2021.
124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.