Titus Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Titus Wealth Management’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
2022 Q2	$289K	Buy	4,491 +10	+0.2%	+$697	0.14%	113
2022 Q1	$341K	Sell	4,481 -649	-13%	-$49.9K	0.15%	107
2021 Q4	$424K	Sell	5,130 -384	-7%	-$30.6K	0.19%	85
2021 Q3	$420K	Sell	5,514 -997	-15%	-$77.3K	0.22%	77
2021 Q2	$497K	Sell	6,511 -93	-1%	-$6.94K	0.27%	64
2021 Q1	$483K	Buy	6,604 +150	+2%	+$10.9K	0.28%	63
2020 Q4	$447K	Buy	+6,454	New	+$413K	0.27%	67

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

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

Titus Wealth Management's NXTG Position: Q2 2022 in Review

Titus Wealth Management increased its First Trust Indxx NextG ETF (NXTG) stake by 0.22% in Q2 2022, buying an estimated $697 and bringing the position to 4,491 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #113.

Titus Wealth Management first reported a position in NXTG in Q4 2020 and has held it in 7 quarters since. The position peaked at $497K in Q2 2021. 136 funds tracked by Wall St. Rank hold NXTG as of Q2 2022.

Titus Wealth Management held 4,491 shares of First Trust Indxx NextG ETF worth $289K as of Q2 2022.
Titus Wealth Management bought 10 First Trust Indxx NextG ETF shares in Q2 2022, an estimated $697.
First Trust Indxx NextG ETF made up 0.14% of Titus Wealth Management's portfolio in Q2 2022, its #113 holding.
Titus Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 7 quarters since.
Titus Wealth Management's First Trust Indxx NextG ETF position peaked at $497K in Q2 2021.
136 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.