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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return