U.S. Capital Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

U.S. Capital Wealth Advisors’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	–	Sell	-42,433	Closed	-$3.23M	–	717
2022 Q1	$3.23M	Sell	42,433 -668	-2%	-$51.3K	0.12%	180
2021 Q4	$3.56M	Buy	43,101 +432	+1%	+$34.4K	0.14%	165
2021 Q3	$3.26M	Buy	+42,669	New	+$3.31M	0.14%	167

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

U.S. Capital Wealth Advisors's NXTG Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2022, closing a stake of 42,433 shares — an estimated $3.23M sold.

U.S. Capital Wealth Advisors first reported a position in NXTG in Q3 2021 and held it in 3 quarters. The position peaked at $3.56M in Q4 2021. 136 funds tracked by Wall St. Rank hold NXTG as of Q2 2022.

U.S. Capital Wealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q2 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 42,433 First Trust Indxx NextG ETF shares in Q2 2022, an estimated $3.23M.
U.S. Capital Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's First Trust Indxx NextG ETF position peaked at $3.56M in Q4 2021.
136 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.