TD Waterhouse Canada’s First Trust Indxx NextG ETF NXTG Stock Holding History

TD Waterhouse Canada’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 Q2	–	Sell	-125	Closed	-$9.8K	–	1968
2024 Q1	$9.8K	Hold	125	–	–	﹤0.01%	1377
2023 Q4	$9.3K	Hold	125	–	–	﹤0.01%	1271
2023 Q3	$8.41K	Buy	+125	New	+$8.8K	﹤0.01%	1270
2023 Q1	–	Sell	-9,828	Closed	-$769K	–	1790
2022 Q4	$769K	Sell	9,828 -415	-4%	-$24.8K	0.01%	450
2022 Q3	$742K	Buy	10,243 +164	+2%	+$10.5K	0.01%	447
2022 Q2	$789K	Sell	10,079 -1,061	-10%	-$73.9K	0.01%	459
2022 Q1	$997K	Sell	11,140 -1,156	-9%	-$88.9K	0.01%	454
2021 Q4	$1.2M	Buy	+12,296	New	+$978K	0.01%	450

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJA

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

KAS

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

TD Waterhouse Canada's NXTG Position: Q2 2024 in Review

TD Waterhouse Canada sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2024, closing a stake of 125 shares — an estimated $9.8K sold.

TD Waterhouse Canada first reported a position in NXTG in Q4 2021 and held it in 8 quarters. The position peaked at $1.2M in Q4 2021. 112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

TD Waterhouse Canada reported no remaining First Trust Indxx NextG ETF position as of Q2 2024 after selling out during the quarter.
TD Waterhouse Canada sold 125 First Trust Indxx NextG ETF shares in Q2 2024, an estimated $9.8K.
TD Waterhouse Canada first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 8 quarters.
TD Waterhouse Canada's First Trust Indxx NextG ETF position peaked at $1.2M in Q4 2021.
112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on TD Waterhouse Canada's 13F filing for Q2 2024, filed 2 Aug 2024.