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Valeo Financial Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Valeo Financial 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
2020
Q2 		– Sell
-78
Closed -$4K – 2120
2020
Q1 		$4K Buy
+78
New +$4.1K ﹤0.01% 1360

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's NXTG Position: Q2 2020 in Review

Valeo Financial Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2020, closing a stake of 78 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in NXTG in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 68 funds tracked by Wall St. Rank hold NXTG as of Q2 2020.

  • Valeo Financial Advisors reported no remaining First Trust Indxx NextG ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 78 First Trust Indxx NextG ETF shares in Q2 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in First Trust Indxx NextG ETF in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's First Trust Indxx NextG ETF position peaked at $4K in Q1 2020.
  • 68 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.