Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.32M | Hold |
19,500
| – | – | 0.59% | 25 |
|
2023
Q2 | $1.41M | Hold |
19,500
| – | – | 0.6% | 25 |
|
2023
Q1 | $1.35M | Hold |
19,500
| – | – | 0.64% | 24 |
|
2022
Q4 | $1.19M | Hold |
19,500
| – | – | 0.63% | 23 |
|
2022
Q3 | $1.09M | Sell |
19,500
-230
| -1% | -$12.8K | 0.55% | 25 |
|
2022
Q2 | $1.27M | Sell |
19,730
-1,375
| -7% | -$88.6K | 0.62% | 24 |
|
2022
Q1 | $1.6M | Hold |
21,105
| – | – | 0.58% | 24 |
|
2021
Q4 | $1.74M | Hold |
21,105
| – | – | 0.61% | 24 |
|
2021
Q3 | $1.59M | Sell |
21,105
-200
| -0.9% | -$15.1K | 0.62% | 25 |
|
2021
Q2 | $1.62M | Hold |
21,305
| – | – | 0.59% | 25 |
|
2021
Q1 | $1.58M | Buy |
21,305
+1,515
| +8% | +$112K | 0.63% | 25 |
|
2020
Q4 | $1.37M | Hold |
19,790
| – | – | 0.6% | 24 |
|
2020
Q3 | $1.22M | Sell |
19,790
-2,930
| -13% | -$180K | 0.57% | 23 |
|
2020
Q2 | $1.28M | Buy |
22,720
+1,055
| +5% | +$59.5K | 0.68% | 22 |
|
2020
Q1 | $1.08M | Buy |
+21,665
| New | +$1.08M | 0.71% | 20 |
|