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Atria Investments’s First Trust Indxx NextG ETF NXTG Stock Holding History

Atria Investments’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 		$492K Sell
3,207
-3,260
-50% -$464K ﹤0.01% 1533
2026
Q1 		$724K Sell
6,467
-10,946
-63% -$1.25M 0.01% 1248
2025
Q4 		$1.88M Sell
17,413
-372
-2% -$39.8K 0.02% 749
2025
Q3 		$1.84M Sell
17,785
-236
-1% -$23.5K 0.02% 758
2025
Q2 		$1.75M Sell
18,021
-787
-4% -$70K 0.02% 783
2025
Q1 		$1.6M Buy
18,808
+2,073
+12% +$181K 0.02% 797
2024
Q4 		$1.43M Buy
16,735
+850
+5% +$73.2K 0.02% 824
2024
Q3 		$1.39M Sell
15,885
-253
-2% -$21.3K 0.02% 818
2024
Q2 		$1.32M Buy
16,138
+290
+2% +$22.8K 0.02% 805
2024
Q1 		$1.26M Buy
15,848
+3
+0% +$231 0.02% 850
2023
Q4 		$1.22M Buy
15,845
+250
+2% +$17.7K 0.02% 808
2023
Q3 		$1.06M Sell
15,595
-2,285
-13% -$161K 0.02% 819
2023
Q2 		$1.28M Sell
17,880
-65
-0.4% -$4.5K 0.02% 733
2023
Q1 		$1.25M Sell
17,945
-14,192
-44% -$941K 0.02% 722
2022
Q4 		$1.96M Sell
32,137
-895
-3% -$53.6K 0.04% 520
2022
Q3 		$1.84M Sell
33,032
-5,006
-13% -$321K 0.04% 510
2022
Q2 		$2.45M Buy
38,038
+497
+1% +$34.6K 0.05% 432
2022
Q1 		$2.85M Buy
37,541
+5,851
+18% +$450K 0.05% 449
2021
Q4 		$2.62M Buy
31,690
+5,348
+20% +$426K 0.05% 460
2021
Q3 		$2.01M Sell
26,342
-210
-0.8% -$16.3K 0.04% 526
2021
Q2 		$2.03M Sell
26,552
-27,253
-51% -$2.03M 0.04% 496
2021
Q1 		$3.93M Buy
53,805
+26,526
+97% +$1.92M 0.09% 262
2020
Q4 		$1.89M Buy
+27,279
New +$1.74M 0.05% 431

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Atria Investments's NXTG Position: Q2 2026 in Review

Atria Investments reduced its First Trust Indxx NextG ETF (NXTG) stake by 50% in Q2 2026, selling an estimated $464K and leaving 3,207 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Atria Investments first reported a position in NXTG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.93M in Q1 2021. 80 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Atria Investments held 3,207 shares of First Trust Indxx NextG ETF worth $492K as of Q2 2026.
  • Atria Investments sold 3,260 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $464K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1533 holding.
  • Atria Investments first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 23 quarters since.
  • Atria Investments's First Trust Indxx NextG ETF position peaked at $3.93M in Q1 2021.
  • 80 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.