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

Arkadios Wealth 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	$216K	Sell	1,926 -1,277	-40%	-$146K	﹤0.01%	1535
2025 Q4	$345K	Buy	3,203 +12	+0.4%	+$1.28K	0.01%	1184
2025 Q3	$331K	Sell	3,191 -494	-13%	-$49.2K	0.01%	1124
2025 Q2	$359K	Sell	3,685 -373	-9%	-$33.2K	0.01%	986
2025 Q1	$344K	Sell	4,058 -1,186	-23%	-$104K	0.01%	852
2024 Q4	$447K	Sell	5,244 -1,455	-22%	-$125K	0.02%	588
2024 Q3	$585K	Buy	6,699 +1,961	+41%	+$165K	0.03%	493
2024 Q2	$388K	Hold	4,738	–	–	0.03%	551
2024 Q1	$376K	Sell	4,738 -1,307	-22%	-$101K	0.03%	467
2023 Q4	$464K	Sell	6,045 -234	-4%	-$16.5K	0.04%	387
2023 Q3	$426K	Buy	6,279 +28	+0.4%	+$1.97K	0.04%	381
2023 Q2	$449K	Sell	6,251 -435	-7%	-$30.1K	0.05%	334
2023 Q1	$465K	Sell	6,686 -63	-0.9%	-$4.18K	0.06%	319
2022 Q4	$412K	Sell	6,749 -387	-5%	-$23.2K	0.05%	324
2022 Q3	$397K	Sell	7,136 -358	-5%	-$22.9K	0.06%	322
2022 Q2	$483K	Sell	7,494 -188	-2%	-$13.1K	0.07%	288
2022 Q1	$584K	Sell	7,682 -52	-0.7%	-$4K	0.08%	281
2021 Q4	$639K	Sell	7,734 -2,694	-26%	-$214K	0.08%	279
2021 Q3	$795K	Sell	10,428 -3,211	-24%	-$249K	0.11%	202
2021 Q2	$1.04M	Buy	13,639 +665	+5%	+$49.7K	0.13%	190
2021 Q1	$947K	Buy	12,974 +759	+6%	+$54.9K	0.16%	161
2020 Q4	$845K	Buy	12,215 +6,517	+114%	+$417K	0.18%	129
2020 Q3	$351K	Buy	5,698 +14	+0.2%	+$820	0.18%	127
2020 Q2	$322K	Buy	5,684 +36	+0.6%	+$1.86K	0.18%	123
2020 Q1	$264K	Buy	5,648 +1,756	+45%	+$92.3K	0.17%	126
2019 Q4	$224K	Buy	+3,892	New	+$205K	0.13%	140

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

Arkadios Wealth Advisors's NXTG Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Indxx NextG ETF (NXTG) stake by 40% in Q1 2026, selling an estimated $146K and leaving 1,926 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Arkadios Wealth Advisors first reported a position in NXTG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q2 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Arkadios Wealth Advisors held 1,926 shares of First Trust Indxx NextG ETF worth $216K as of Q1 2026.
Arkadios Wealth Advisors sold 1,277 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $146K.
First Trust Indxx NextG ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1535 holding.
Arkadios Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2019 and has held it in 26 quarters since.
Arkadios Wealth Advisors's First Trust Indxx NextG ETF position peaked at $1.04M in Q2 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.