Tyler-Stone Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Tyler-Stone 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 Q4	–	Sell	-650	Closed	-$36K	–	891
2022 Q3	$36K	Hold	650	–	–	0.03%	343
2022 Q2	$42K	Hold	650	–	–	0.03%	345
2022 Q1	$49K	Hold	650	–	–	0.03%	345
2021 Q4	$54K	Buy	+650	New	+$51.7K	0.03%	345

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

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

RJA

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Tyler-Stone Wealth Management's NXTG Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2022, closing a stake of 650 shares — an estimated $36K sold.

Tyler-Stone Wealth Management first reported a position in NXTG in Q4 2021 and held it in 4 quarters. The position peaked at $54K in Q4 2021. 115 funds tracked by Wall St. Rank hold NXTG as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 650 First Trust Indxx NextG ETF shares in Q4 2022, an estimated $36K.
Tyler-Stone Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's First Trust Indxx NextG ETF position peaked at $54K in Q4 2021.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.