Western Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-2,418	Closed	-$211K	–	726
2024 Q3	$211K	Buy	+2,418	New	+$203K	0.01%	704
2022 Q4	–	Sell	-5,997	Closed	-$337K	–	744
2022 Q3	$337K	Buy	5,997 +112	+2%	+$7.18K	0.02%	598
2022 Q2	$377K	Sell	5,885 -9,824	-63%	-$685K	0.02%	545
2022 Q1	$1.19M	Buy	15,709 +6,805	+76%	+$523K	0.06%	307
2021 Q4	$735K	Buy	+8,904	New	+$709K	0.07%	253
2021 Q2	$641K	Buy	8,402 +274	+3%	+$20.5K	0.07%	305
2021 Q1	$594K	Buy	8,128 +471	+6%	+$34.1K	0.08%	249
2020 Q4	$530K	Buy	7,657 +352	+5%	+$22.5K	0.08%	241
2020 Q3	$433K	Buy	+7,305	New	+$428K	0.07%	263

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Western Wealth Management's NXTG Position: Q4 2024 in Review

Western Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2024, closing a stake of 2,418 shares — an estimated $211K sold.

Western Wealth Management first reported a position in NXTG in Q3 2020 and held it in 9 quarters. The position peaked at $1.19M in Q1 2022. 116 funds tracked by Wall St. Rank hold NXTG as of Q4 2024.

Western Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 2,418 First Trust Indxx NextG ETF shares in Q4 2024, an estimated $211K.
Western Wealth Management first reported a position in First Trust Indxx NextG ETF in Q3 2020 and held it in 9 quarters.
Western Wealth Management's First Trust Indxx NextG ETF position peaked at $1.19M in Q1 2022.
116 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.