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Salem Investment Counselors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Salem Investment Counselors’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
2024
Q3 		– Sell
-100
Closed -$8.19K – 1218
2024
Q2 		$8.19K Buy
+100
New +$7.85K ﹤0.01% 862

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Salem Investment Counselors's NXTG Position: Q3 2024 in Review

Salem Investment Counselors sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 100 shares — an estimated $8.19K sold.

Salem Investment Counselors first reported a position in NXTG in Q2 2024 and held it in 1 quarter. The position peaked at $8.19K in Q2 2024. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

  • Salem Investment Counselors reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 100 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $8.19K.
  • Salem Investment Counselors first reported a position in First Trust Indxx NextG ETF in Q2 2024 and held it in 1 quarter.
  • Salem Investment Counselors's First Trust Indxx NextG ETF position peaked at $8.19K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on Salem Investment Counselors's 13F filing for Q3 2024, filed 15 Oct 2024.