VisionPoint Advisory Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-62	Closed	-$5.08K	–	604
2024 Q2	$5.08K	Hold	62	–	–	﹤0.01%	552
2024 Q1	$4.91K	Hold	62	–	–	﹤0.01%	544
2023 Q4	$4.76K	Buy	+62	New	+$4.38K	﹤0.01%	497

Other funds holding NXTG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VisionPoint Advisory Group's NXTG Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 62 shares — an estimated $5.08K sold.

VisionPoint Advisory Group first reported a position in NXTG in Q4 2023 and held it in 3 quarters. The position peaked at $5.08K in Q2 2024. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

VisionPoint Advisory Group reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 62 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $5.08K.
VisionPoint Advisory Group first reported a position in First Trust Indxx NextG ETF in Q4 2023 and held it in 3 quarters.
VisionPoint Advisory Group's First Trust Indxx NextG ETF position peaked at $5.08K in Q2 2024.
107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.