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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's NXTG Position: Q1 2026 in Review

AE Wealth Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 7.2% in Q1 2026, selling an estimated $40.6K and leaving 4,593 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

AE Wealth Management first reported a position in NXTG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.24M in Q4 2023. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • AE Wealth Management held 4,593 shares of First Trust Indxx NextG ETF worth $514K as of Q1 2026.
  • AE Wealth Management sold 355 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $40.6K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1095 holding.
  • AE Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 21 quarters since.
  • AE Wealth Management's First Trust Indxx NextG ETF position peaked at $1.24M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.