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

SeaCrest Wealth 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
Q3 		– Sell
-275
Closed -$18K – 1207
2022
Q2 		$18K Buy
+275
New +$19.2K ﹤0.01% 1517

Other funds holding NXTG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SeaCrest Wealth Management's NXTG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 275 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in NXTG in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 275 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $18K.
  • SeaCrest Wealth Management first reported a position in First Trust Indxx NextG ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's First Trust Indxx NextG ETF position peaked at $18K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.