Valley Wealth Managers’s First Trust Indxx NextG ETF NXTG Stock Holding History

Valley Wealth Managers’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
2024 Q2	–	Sell	-4	Closed	-$317	–	394
2024 Q1	$317	Hold	4	–	–	﹤0.01%	295
2023 Q4	$307	Hold	4	–	–	﹤0.01%	313
2023 Q3	$271	Hold	4	–	–	﹤0.01%	348
2023 Q2	$287	Hold	4	–	–	﹤0.01%	321
2023 Q1	$278	Hold	4	–	–	﹤0.01%	338
2022 Q4	$244	Hold	4	–	–	﹤0.01%	349
2022 Q3	$0	Hold	4	–	–	﹤0.01%	471
2022 Q2	$0	Buy	+4	New	+$279	﹤0.01%	437

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Valley Wealth Managers's NXTG Position: Q2 2024 in Review

Valley Wealth Managers sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2024, closing a stake of 4 shares — an estimated $317 sold.

Valley Wealth Managers first reported a position in NXTG in Q2 2022 and held it in 8 quarters. The position peaked at $317 in Q1 2024. 112 funds tracked by Wall St. Rank hold NXTG as of Q2 2024.

Valley Wealth Managers reported no remaining First Trust Indxx NextG ETF position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 4 First Trust Indxx NextG ETF shares in Q2 2024, an estimated $317.
Valley Wealth Managers first reported a position in First Trust Indxx NextG ETF in Q2 2022 and held it in 8 quarters.
Valley Wealth Managers's First Trust Indxx NextG ETF position peaked at $317 in Q1 2024.
112 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.