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TRUADVICE’s First Trust Indxx NextG ETF NXTG Stock Holding History

TRUADVICE’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
-3,147
Closed -$238K – 238
2021
Q2 		$238K Buy
3,147
+158
+5% +$11.8K 0.05% 276
2021
Q1 		$225K Buy
+2,989
New +$216K 0.07% 254

Other funds holding NXTG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's NXTG Position: Q3 2021 in Review

TRUADVICE sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2021, closing a stake of 3,147 shares — an estimated $238K sold.

TRUADVICE first reported a position in NXTG in Q1 2021 and held it in 2 quarters. The position peaked at $238K in Q2 2021. 127 funds tracked by Wall St. Rank hold NXTG as of Q3 2021.

  • TRUADVICE reported no remaining First Trust Indxx NextG ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 3,147 First Trust Indxx NextG ETF shares in Q3 2021, an estimated $238K.
  • TRUADVICE first reported a position in First Trust Indxx NextG ETF in Q1 2021 and held it in 2 quarters.
  • TRUADVICE's First Trust Indxx NextG ETF position peaked at $238K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.