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Advyzon Investment Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Advyzon Investment 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
2026
Q2 		$775K Sell
5,052
-764
-13% -$109K 0.06% 323
2026
Q1 		$651K Buy
+5,816
New +$665K 0.06% 319

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advyzon Investment Management's NXTG Position: Q2 2026 in Review

Advyzon Investment Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 13% in Q2 2026, selling an estimated $109K and leaving 5,052 shares worth $775K. The position accounts for 0.06% of the portfolio, ranked #323.

Advyzon Investment Management first reported a position in NXTG in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Advyzon Investment Management held 5,052 shares of First Trust Indxx NextG ETF worth $775K as of Q2 2026.
  • Advyzon Investment Management sold 764 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $109K.
  • First Trust Indxx NextG ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #323 holding.
  • Advyzon Investment Management first reported a position in First Trust Indxx NextG ETF in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.