WealthPLAN Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-97	Closed	-$6.77K	–	1355
2023 Q1	$6.77K	Buy	+97	New	+$6.43K	﹤0.01%	947
2021 Q4	–	Sell	-2,447	Closed	-$201K	–	390
2021 Q3	$201K	Buy	+2,447	New	+$190K	0.01%	363
2020 Q4	–	Sell	-4,097	Closed	-$258K	–	346
2020 Q3	$258K	Hold	4,097	–	–	0.03%	274
2020 Q2	$244K	Buy	+4,097	New	+$212K	0.03%	270

Other funds holding NXTG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's NXTG Position: Q2 2023 in Review

WealthPLAN Partners sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2023, closing a stake of 97 shares — an estimated $6.77K sold.

WealthPLAN Partners first reported a position in NXTG in Q2 2020 and held it in 4 quarters. The position peaked at $258K in Q3 2020. 111 funds tracked by Wall St. Rank hold NXTG as of Q2 2023.

WealthPLAN Partners reported no remaining First Trust Indxx NextG ETF position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 97 First Trust Indxx NextG ETF shares in Q2 2023, an estimated $6.77K.
WealthPLAN Partners first reported a position in First Trust Indxx NextG ETF in Q2 2020 and held it in 4 quarters.
WealthPLAN Partners's First Trust Indxx NextG ETF position peaked at $258K in Q3 2020.
111 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.