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

AE Wealth 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 		$654K Sell
4,266
-327
-7% -$46.5K ﹤0.01% 1097
2026
Q1 		$514K Sell
4,593
-355
-7% -$40.6K ﹤0.01% 1095
2025
Q4 		$533K Sell
4,948
-621
-11% -$66.4K ﹤0.01% 1026
2025
Q3 		$577K Sell
5,569
-251
-4% -$25K ﹤0.01% 915
2025
Q2 		$566K Sell
5,820
-1,811
-24% -$161K ﹤0.01% 883
2025
Q1 		$648K Sell
7,631
-436
-5% -$38.1K 0.01% 839
2024
Q4 		$688K Sell
8,067
-519
-6% -$44.7K 0.01% 806
2024
Q3 		$750K Sell
8,586
-1,529
-15% -$128K 0.01% 773
2024
Q2 		$829K Sell
10,115
-1,544
-13% -$121K 0.01% 750
2024
Q1 		$924K Sell
11,659
-4,518
-28% -$349K 0.01% 672
2023
Q4 		$1.24M Buy
16,177
+6,050
+60% +$427K 0.01% 1079
2023
Q3 		$687K Sell
10,127
-2,642
-21% -$186K ﹤0.01% 1238
2023
Q2 		$917K Sell
12,769
-432
-3% -$29.9K 0.01% 1120
2023
Q1 		$917K Buy
13,201
+1,072
+9% +$71.1K 0.01% 1082
2022
Q4 		$740K Buy
12,129
+1,084
+10% +$64.9K 0.01% 1115
2022
Q3 		$615K Buy
11,045
+1,096
+11% +$70.3K ﹤0.01% 1141
2022
Q2 		$641K Buy
9,949
+205
+2% +$14.3K 0.01% 1075
2022
Q1 		$741K Buy
9,744
+405
+4% +$31.1K 0.01% 1044
2021
Q4 		$772K Buy
9,339
+2,736
+41% +$218K 0.01% 1059
2021
Q3 		$504K Buy
6,603
+2,807
+74% +$218K ﹤0.01% 1167
2021
Q2 		$290K Buy
3,796
+638
+20% +$47.6K ﹤0.01% 1352
2021
Q1 		$231K Buy
+3,158
New +$229K ﹤0.01% 1351

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

AE Wealth Management's NXTG Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 7.1% in Q2 2026, selling an estimated $46.5K and leaving 4,266 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

AE Wealth Management first reported a position in NXTG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.24M in Q4 2023. 146 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • AE Wealth Management held 4,266 shares of First Trust Indxx NextG ETF worth $654K as of Q2 2026.
  • AE Wealth Management sold 327 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $46.5K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1097 holding.
  • AE Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 22 quarters since.
  • AE Wealth Management's First Trust Indxx NextG ETF position peaked at $1.24M in Q4 2023.
  • 146 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.