tru Independence’s First Trust Indxx NextG ETF NXTG Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-1,842	Closed	-$141K	–	297
2021 Q2	$141K	Buy	+1,842	New	+$138K	0.04%	102
2020 Q2	–	Sell	-12,148	Closed	-$413	–	909
2020 Q1	$413	Buy	12,148 +10,747	+767%	+$565K	0.07%	158
2019 Q4	$66K	Buy	+1,401	New	+$73.8K	0.01%	340

Other funds holding NXTG

AAS

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

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

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

KAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

tru Independence's NXTG Position: Q3 2021 in Review

tru Independence sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2021, closing a stake of 1,842 shares — an estimated $141K sold.

tru Independence first reported a position in NXTG in Q4 2019 and held it in 3 quarters. The position peaked at $141K in Q2 2021. 127 funds tracked by Wall St. Rank hold NXTG as of Q3 2021.

tru Independence reported no remaining First Trust Indxx NextG ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,842 First Trust Indxx NextG ETF shares in Q3 2021, an estimated $141K.
tru Independence first reported a position in First Trust Indxx NextG ETF in Q4 2019 and held it in 3 quarters.
tru Independence's First Trust Indxx NextG ETF position peaked at $141K in Q2 2021.
127 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.