Wealth Enhancement Advisory Services’s First Trust Indxx NextG ETF NXTG Stock Holding History

Wealth Enhancement Advisory Services’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	-3,024	Closed	-$248K	–	2885
2024 Q2	$248K	Buy	3,024 +3	+0.1%	+$236	﹤0.01%	2126
2024 Q1	$239K	Sell	3,021 -118	-4%	-$9.11K	﹤0.01%	2071
2023 Q4	$241K	Sell	3,139 -23	-0.7%	-$1.63K	﹤0.01%	1984
2023 Q3	$215K	Buy	+3,162	New	+$223K	﹤0.01%	1963

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

Wealth Enhancement Advisory Services's NXTG Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 3,024 shares — an estimated $248K sold.

Wealth Enhancement Advisory Services first reported a position in NXTG in Q3 2023 and held it in 4 quarters. The position peaked at $248K in Q2 2024. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

Wealth Enhancement Advisory Services reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,024 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $248K.
Wealth Enhancement Advisory Services first reported a position in First Trust Indxx NextG ETF in Q3 2023 and held it in 4 quarters.
Wealth Enhancement Advisory Services's First Trust Indxx NextG ETF position peaked at $248K in Q2 2024.
107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.