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

Total Clarity 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 Q3	–	Sell	-5,033	Closed	-$324K	–	730
2022 Q2	$324K	Buy	5,033 +372	+8%	+$25.9K	0.17%	142
2022 Q1	$354K	Buy	4,661 +3	+0.1%	+$231	0.19%	141
2021 Q4	$385K	Buy	4,658 +92	+2%	+$7.32K	0.17%	135
2021 Q3	$348K	Sell	4,566 -60	-1%	-$4.66K	0.17%	141
2021 Q2	$353K	Hold	4,626	–	–	0.2%	143
2021 Q1	$338K	Buy	4,626 +670	+17%	+$48.5K	0.19%	123
2020 Q4	$274K	Buy	+3,956	New	+$253K	0.19%	123

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

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

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

Total Clarity Wealth Management's NXTG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2022, closing a stake of 5,033 shares — an estimated $324K sold.

Total Clarity Wealth Management first reported a position in NXTG in Q4 2020 and held it in 7 quarters. The position peaked at $385K in Q4 2021. 124 funds tracked by Wall St. Rank hold NXTG as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 5,033 First Trust Indxx NextG ETF shares in Q3 2022, an estimated $324K.
Total Clarity Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2020 and held it in 7 quarters.
Total Clarity Wealth Management's First Trust Indxx NextG ETF position peaked at $385K in Q4 2021.
124 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.