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Sittner & Nelson’s First Trust Indxx NextG ETF NXTG Stock Holding History

Sittner & Nelson’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
2021
Q4 		– Sell
-53
Closed -$4K – 442
2021
Q3 		$4K Buy
+53
New +$4.11K ﹤0.01% 364

Other funds holding NXTG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sittner & Nelson's NXTG Position: Q4 2021 in Review

Sittner & Nelson sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2021, closing a stake of 53 shares — an estimated $4K sold.

Sittner & Nelson first reported a position in NXTG in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 142 funds tracked by Wall St. Rank hold NXTG as of Q4 2021.

  • Sittner & Nelson reported no remaining First Trust Indxx NextG ETF position as of Q4 2021 after selling out during the quarter.
  • Sittner & Nelson sold 53 First Trust Indxx NextG ETF shares in Q4 2021, an estimated $4K.
  • Sittner & Nelson first reported a position in First Trust Indxx NextG ETF in Q3 2021 and held it in 1 quarter.
  • Sittner & Nelson's First Trust Indxx NextG ETF position peaked at $4K in Q3 2021.
  • 142 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2021.

Based on Sittner & Nelson's 13F filing for Q4 2021, filed 9 Feb 2022.