Spectrum Wealth Advisory Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Spectrum Wealth Advisory Group’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 Q4	–	Sell	-66,071	Closed	-$3.68M	–	33
2022 Q3	$3.68M	Buy	66,071 +2,623	+4%	+$168K	4.62%	7
2022 Q2	$4.09M	Buy	63,448 +2,739	+5%	+$191K	4.56%	7
2022 Q1	$4.61M	Buy	60,709 +16,300	+37%	+$1.25M	4.45%	7
2021 Q4	$3.67M	Buy	44,409 +1,408	+3%	+$112K	3.27%	8
2021 Q3	$3.28M	Buy	43,001 +2,068	+5%	+$160K	3.24%	10
2021 Q2	$3.12M	Buy	40,933 +7,097	+21%	+$530K	3.06%	11
2021 Q1	$2.47M	Buy	+33,836	New	+$2.45M	2.36%	11

Other funds holding NXTG

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

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

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

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Spectrum Wealth Advisory Group's NXTG Position: Q4 2022 in Review

Spectrum Wealth Advisory Group sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 66,071 shares — an estimated $3.68M sold.

Spectrum Wealth Advisory Group first reported a position in NXTG in Q1 2021 and held it in 7 quarters. The position peaked at $4.61M in Q1 2022. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

Spectrum Wealth Advisory Group reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 66,071 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $3.68M.
Spectrum Wealth Advisory Group first reported a position in First Trust Indxx NextG ETF in Q1 2021 and held it in 7 quarters.
Spectrum Wealth Advisory Group's First Trust Indxx NextG ETF position peaked at $4.61M in Q1 2022.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on Spectrum Wealth Advisory Group's 13F filing for Q4 2022, filed 25 Jan 2023.