Spire Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
1,780
+5
| +0.3% | +$486 | 0.01% | 804 |
|
|
2025
Q1 | $151K | Hold |
1,775
| – | – | ﹤0.01% | 898 |
|
|
2024
Q4 | $151K | Buy |
+1,775
| New | +$151K | ﹤0.01% | 898 |
|
|
2022
Q2 | – | Sell |
-9,627
| Closed | -$732K | – | 2785 |
|
|
2022
Q1 | $732K | Sell |
9,627
-1,567
| -14% | -$119K | 0.02% | 469 |
|
|
2021
Q4 | $925K | Buy |
11,194
+2
| +0% | +$165 | 0.02% | 490 |
|
|
2021
Q3 | $854K | Sell |
11,192
-3,215
| -22% | -$245K | 0.02% | 448 |
|
|
2021
Q2 | $1.1M | Buy |
14,407
+2,368
| +20% | +$181K | 0.03% | 402 |
|
|
2021
Q1 | $880K | Buy |
+12,039
| New | +$880K | 0.02% | 484 |
|