Steward Partners Investment Advisory’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 | $508K | Sell |
5,222
-336
| -6% | -$32.7K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $472K | Sell |
5,558
-610
| -10% | -$51.8K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $526K | Sell |
6,168
-389
| -6% | -$33.2K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $573K | Sell |
6,557
-376
| -5% | -$32.8K | 0.01% | 1053 |
|
|
2024
Q2 | $568K | Sell |
6,933
-779
| -10% | -$63.8K | 0.01% | 1009 |
|
|
2024
Q1 | $611K | Sell |
7,712
-278
| -3% | -$22K | 0.01% | 973 |
|
|
2023
Q4 | $613K | Sell |
7,990
-323
| -4% | -$24.8K | 0.01% | 911 |
|
|
2023
Q3 | $564K | Sell |
8,313
-971
| -10% | -$65.9K | 0.01% | 878 |
|
|
2023
Q2 | $666K | Sell |
9,284
-956
| -9% | -$68.6K | 0.01% | 834 |
|
|
2023
Q1 | $712K | Sell |
10,240
-3,428
| -25% | -$238K | 0.01% | 790 |
|
|
2022
Q4 | $833K | Sell |
13,668
-13,943
| -50% | -$850K | 0.01% | 730 |
|
|
2022
Q3 | $1.54M | Buy |
27,611
+14,777
| +115% | +$823K | 0.03% | 507 |
|
|
2022
Q2 | $827K | Sell |
12,834
-1,374
| -10% | -$88.5K | 0.02% | 696 |
|
|
2022
Q1 | $1.08M | Sell |
14,208
-3,284
| -19% | -$250K | 0.02% | 660 |
|
|
2021
Q4 | $1.45M | Sell |
17,492
-6
| -0% | -$496 | 0.02% | 588 |
|
|
2021
Q3 | $1.34M | Buy |
17,498
+1,900
| +12% | +$145K | 0.02% | 570 |
|
|
2021
Q2 | $1.19M | Sell |
15,598
-88
| -0.6% | -$6.71K | 0.02% | 603 |
|
|
2021
Q1 | $1.15M | Buy |
15,686
+5,307
| +51% | +$388K | 0.02% | 599 |
|
|
2020
Q4 | $718K | Buy |
10,379
+2,548
| +33% | +$176K | 0.02% | 659 |
|
|
2020
Q3 | $464K | Buy |
7,831
+2,549
| +48% | +$151K | 0.01% | 691 |
|
|
2020
Q2 | $288K | Buy |
5,282
+5,202
| +6,503% | +$284K | 0.01% | 767 |
|
|
2020
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 2225 |
|