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First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities (NXTG) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 1.3k 153.34
2025-03-31 $207k 2.4k 84.89
2024-12-31 $223k 2.6k 85.29
2024-09-30 $222k 2.5k 87.43
2024-03-31 $201k 2.5k 79.26

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Amazon Com Incorporated Common Stock (AMZN)
Microsoft Corporation Common Stock (MSFT)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Micron Technology Incorporated Common Stock (MU)
Caterpillar Incorporated Common Stock (CAT)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth Advisors

Top funds holding First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities

LPL Financial
Morgan Stanley
UBS Group
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Janney Montgomery Scott
Bank of America Corporation
Stifel Financial
Private Advisor
Flow Traders US
Susquehanna International
Benjamin Edwards

View all funds holding First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities