Comprehensive Financial Consultants Institutional, Inc. First Tr Exchange Traded Fd Ii Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$70.86 - $83.17 $56,829 - $66,702	-802 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$74.81 - $82.97 $59,997 - $66,541	802 New	802 $61,000

Others Institutions Holding NXTG

# of Institutions

131

Shares Held

2.06M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

221K
Shares

$23.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

207K
Shares

$22.1 Million
0.0% of portfolio
Ubs Group Ag

187K
Shares

$20.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

100K
Shares

$10.7 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

84.1K
Shares

$9 Million
0.0% of portfolio

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