Stonebridge Financial Planning Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$814K	Buy	7,274 +1	+0%	+$114	0.3%	94
2025 Q4	$784K	Sell	7,273 -228	-3%	-$24.4K	0.28%	96
2025 Q3	$777K	Buy	7,501 +1	+0%	+$100	0.29%	95
2025 Q2	$730K	Sell	7,500 -503	-6%	-$44.7K	0.3%	93
2025 Q1	$679K	Sell	8,003 -149	-2%	-$13K	0.31%	89
2024 Q4	$695K	Buy	8,152 +4	+0%	+$344	0.31%	87
2024 Q3	$712K	Buy	8,148 +4	+0%	+$336	0.34%	84
2024 Q2	$667K	Sell	8,144 -224	-3%	-$17.6K	0.34%	82
2024 Q1	$663K	Sell	8,368 -189	-2%	-$14.6K	0.35%	80
2023 Q4	$657K	Sell	8,557 -77	-0.9%	-$5.44K	0.38%	72
2023 Q3	$586K	Buy	8,634 +2	+0%	+$141	0.38%	68
2023 Q2	$620K	Sell	8,632 -108	-1%	-$7.47K	0.38%	69
2023 Q1	$607K	Sell	8,740 -4,368	-33%	-$290K	0.39%	69
2022 Q4	$799K	Sell	13,108 -1,248	-9%	-$74.7K	0.53%	60
2022 Q3	$799K	Buy	14,356 +4	+0%	+$256	0.56%	53
2022 Q2	$925K	Sell	14,352 -3,685	-20%	-$257K	0.63%	52
2022 Q1	$1.37M	Buy	18,037 +174	+1%	+$13.4K	0.77%	44
2021 Q4	$1.35M	Sell	17,863 -78	-0.4%	-$6.21K	0.71%	42
2021 Q3	$1.42M	Buy	17,941 +812	+5%	+$63K	0.69%	41
2021 Q2	$1.31M	Buy	17,129 +851	+5%	+$63.5K	0.69%	42
2021 Q1	$1.21M	Buy	16,278 +1,590	+11%	+$115K	0.71%	41
2020 Q4	$1.02M	Buy	14,688 +2,407	+20%	+$154K	0.64%	40
2020 Q3	$756K	Buy	12,281 +11,241	+1,081%	+$658K	0.54%	44
2020 Q2	$57K	Buy	+1,040	New	+$53.8K	0.05%	170