1776 Wealth’s First Trust Indxx NextG ETF NXTG Stock Holding History

1776 Wealth’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
2026 Q2	$999K	Hold	6,514	–	–	0.35%	55
2026 Q1	$729K	Hold	6,514	–	–	0.29%	64
2025 Q4	$702K	Sell	6,514 -60	-0.9%	-$6.42K	0.26%	65
2025 Q3	$681K	Sell	6,574 -196	-3%	-$19.5K	0.26%	65
2025 Q2	$659K	Sell	6,770 -58	-0.8%	-$5.16K	0.27%	66
2025 Q1	$579K	Hold	6,828	–	–	0.27%	71
2024 Q4	$582K	Hold	6,828	–	–	0.27%	72
2024 Q3	$596K	Sell	6,828 -926	-12%	-$77.8K	0.27%	73
2024 Q2	$635K	Sell	7,754 -205	-3%	-$16.1K	0.29%	70
2024 Q1	$631K	Hold	7,959	–	–	0.3%	66
2023 Q4	$611K	Hold	7,959	–	–	0.3%	61
2023 Q3	$540K	Hold	7,959	–	–	0.29%	61
2023 Q2	$571K	Buy	7,959 +781	+11%	+$54K	0.3%	62
2023 Q1	$499K	Hold	7,178	–	–	0.3%	62
2022 Q4	$438K	Sell	7,178 -539	-7%	-$32.3K	0.31%	64
2022 Q3	$430K	Hold	7,717	–	–	0.33%	61
2022 Q2	$497K	Hold	7,717	–	–	0.35%	58
2022 Q1	$586K	Buy	7,717 +1,725	+29%	+$133K	0.34%	56
2021 Q4	$495K	Buy	5,992 +128	+2%	+$10.2K	0.27%	72
2021 Q3	$447K	Buy	5,864 +2,135	+57%	+$166K	0.25%	67
2021 Q2	$285K	Buy	3,729 +129	+4%	+$9.63K	0.16%	95
2021 Q1	$263K	Buy	+3,600	New	+$261K	0.17%	93

Other funds holding NXTG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1776 Wealth's NXTG Position: Q2 2026 in Review

1776 Wealth held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 6,514 shares worth $999K. The position accounts for 0.35% of the portfolio, ranked #55.

1776 Wealth first reported a position in NXTG in Q1 2021 and has held it in 22 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

1776 Wealth held 6,514 shares of First Trust Indxx NextG ETF worth $999K as of Q2 2026.
1776 Wealth left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up 0.35% of 1776 Wealth's portfolio in Q2 2026, its #55 holding.
1776 Wealth first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 22 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.