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

Strategic Financial Concepts’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
2024
Q3 		– Sell
-10,728
Closed -$4.64K – 552
2024
Q2 		$4.64K Buy
+10,728
New +$843K ﹤0.01% 488

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Financial Concepts's NXTG Position: Q3 2024 in Review

Strategic Financial Concepts sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 10,728 shares — an estimated $4.64K sold.

Strategic Financial Concepts first reported a position in NXTG in Q2 2024 and held it in 1 quarter. The position peaked at $4.64K in Q2 2024. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

  • Strategic Financial Concepts reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,728 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $4.64K.
  • Strategic Financial Concepts first reported a position in First Trust Indxx NextG ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust Indxx NextG ETF position peaked at $4.64K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.