Zions Bancorporation’s First Trust Indxx NextG ETF NXTG Stock Holding History

Zions Bancorporation’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	-400	Closed	-$32.8K	–	911
2024 Q2	$32.8K	Buy	+400	New	+$31.4K	﹤0.01%	476

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $51.6B AUM 27.34% 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 $31B AUM 28.39% 1-Year Est. Return

Zions Bancorporation's NXTG Position: Q3 2024 in Review

Zions Bancorporation sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 400 shares — an estimated $32.8K sold.

Zions Bancorporation first reported a position in NXTG in Q2 2024 and held it in 1 quarter. The position peaked at $32.8K in Q2 2024. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

Zions Bancorporation reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
Zions Bancorporation sold 400 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $32.8K.
Zions Bancorporation first reported a position in First Trust Indxx NextG ETF in Q2 2024 and held it in 1 quarter.
Zions Bancorporation's First Trust Indxx NextG ETF position peaked at $32.8K in Q2 2024.
107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.