Aptus Capital Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Aptus Capital Advisors’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	$473K	Hold	4,230	–	–	﹤0.01%	729
2025 Q4	$456K	Hold	4,230	–	–	﹤0.01%	765
2025 Q3	$438K	Hold	4,230	–	–	﹤0.01%	735
2025 Q2	$412K	Hold	4,230	–	–	﹤0.01%	728
2025 Q1	$359K	Hold	4,230	–	–	﹤0.01%	732
2024 Q4	$361K	Hold	4,230	–	–	﹤0.01%	726
2024 Q3	$369K	Hold	4,230	–	–	0.01%	614
2024 Q2	$347K	Hold	4,230	–	–	0.01%	584
2024 Q1	$335K	Hold	4,230	–	–	0.01%	606
2023 Q4	$325K	Sell	4,230 -375	-8%	-$26.5K	0.01%	452
2023 Q3	$312K	Sell	4,605 -20	-0.4%	-$1.41K	0.01%	463
2023 Q2	$332K	Sell	4,625 -380	-8%	-$26.3K	0.01%	390
2023 Q1	$348K	Sell	5,005 -778	-13%	-$51.6K	0.01%	368
2022 Q4	$353K	Sell	5,783 -10,629	-65%	-$636K	0.01%	388
2022 Q3	$914K	Buy	16,412 +6	+0%	+$385	0.02%	271
2022 Q2	$1.06M	Buy	16,406 +26	+0.2%	+$1.81K	0.03%	238
2022 Q1	$1.25M	Sell	16,380 -64	-0.4%	-$4.92K	0.03%	236
2021 Q4	$1.36M	Sell	16,444 -98	-0.6%	-$7.8K	0.04%	235
2021 Q3	$1.26M	Sell	16,542 -377	-2%	-$29.2K	0.03%	227
2021 Q2	$1.29M	Buy	16,919 +329	+2%	+$24.6K	0.04%	204
2021 Q1	$1.21M	Buy	16,590 +1,185	+8%	+$85.8K	0.04%	196
2020 Q4	$1.07M	Buy	+15,405	New	+$985K	0.05%	170

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors's NXTG Position: Q1 2026 in Review

Aptus Capital Advisors held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 4,230 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Aptus Capital Advisors first reported a position in NXTG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Aptus Capital Advisors held 4,230 shares of First Trust Indxx NextG ETF worth $473K as of Q1 2026.
Aptus Capital Advisors left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #729 holding.
Aptus Capital Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 22 quarters since.
Aptus Capital Advisors's First Trust Indxx NextG ETF position peaked at $1.36M in Q4 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.