Strategic Blueprint’s First Trust Indxx NextG ETF NXTG Stock Holding History

Strategic Blueprint’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
2023 Q3	–	Sell	-3,452	Closed	-$248K	–	564
2023 Q2	$248K	Sell	3,452 -735	-18%	-$50.8K	0.02%	464
2023 Q1	$291K	Sell	4,187 -162	-4%	-$10.7K	0.03%	416
2022 Q4	$265K	Sell	4,349 -397	-8%	-$23.8K	0.03%	424
2022 Q3	$264K	Sell	4,746 -480	-9%	-$30.8K	0.03%	406
2022 Q2	$337K	Sell	5,226 -2,263	-30%	-$158K	0.04%	343
2022 Q1	$569K	Buy	7,489 +86	+1%	+$6.61K	0.07%	261
2021 Q4	$612K	Buy	7,403 +742	+11%	+$59K	0.08%	241
2021 Q3	$508K	Buy	6,661 +596	+10%	+$46.2K	0.08%	237
2021 Q2	$463K	Buy	6,065 +900	+17%	+$67.2K	0.07%	240
2021 Q1	$377K	Buy	+5,165	New	+$374K	0.08%	205

Other funds holding NXTG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Blueprint's NXTG Position: Q3 2023 in Review

Strategic Blueprint sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2023, closing a stake of 3,452 shares — an estimated $248K sold.

Strategic Blueprint first reported a position in NXTG in Q1 2021 and held it in 10 quarters. The position peaked at $612K in Q4 2021. 109 funds tracked by Wall St. Rank hold NXTG as of Q3 2023.

Strategic Blueprint reported no remaining First Trust Indxx NextG ETF position as of Q3 2023 after selling out during the quarter.
Strategic Blueprint sold 3,452 First Trust Indxx NextG ETF shares in Q3 2023, an estimated $248K.
Strategic Blueprint first reported a position in First Trust Indxx NextG ETF in Q1 2021 and held it in 10 quarters.
Strategic Blueprint's First Trust Indxx NextG ETF position peaked at $612K in Q4 2021.
109 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2023.

Based on Strategic Blueprint's 13F filing for Q3 2023, filed 18 Oct 2023.