Sowell Financial Services’s First Trust Indxx NextG ETF NXTG Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-444	Closed	-$33K	–	2006
2021 Q1	$33K	Buy	444 +348	+363%	+$25.2K	﹤0.01%	1834
2020 Q4	$7K	Hold	96	–	–	﹤0.01%	2165
2020 Q3	$6K	Hold	96	–	–	﹤0.01%	1954
2020 Q2	$5K	Hold	96	–	–	﹤0.01%	1906
2020 Q1	$4K	Buy	+96	New	+$5.04K	﹤0.01%	1916

Other funds holding NXTG

AAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $31B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's NXTG Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2021, closing a stake of 444 shares — an estimated $33K sold.

Sowell Financial Services first reported a position in NXTG in Q1 2020 and held it in 5 quarters. The position peaked at $33K in Q1 2021. 118 funds tracked by Wall St. Rank hold NXTG as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Indxx NextG ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 444 First Trust Indxx NextG ETF shares in Q2 2021, an estimated $33K.
Sowell Financial Services first reported a position in First Trust Indxx NextG ETF in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's First Trust Indxx NextG ETF position peaked at $33K in Q1 2021.
118 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.