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

Atria Wealth Solutions’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
2025 Q2	$261K	Hold	2,678	–	–	0.01%	1233
2025 Q1	$227K	Hold	2,678	–	–	﹤0.01%	1647
2024 Q4	$228K	Sell	2,678 -100	-4%	-$8.61K	﹤0.01%	1738
2024 Q3	$243K	Sell	2,778 -135	-5%	-$11.3K	﹤0.01%	1649
2024 Q2	$239K	Buy	2,913 +80	+3%	+$6.28K	﹤0.01%	1650
2024 Q1	$225K	Hold	2,833	–	–	﹤0.01%	1747
2023 Q4	$217K	Buy	+2,833	New	+$200K	﹤0.01%	1723
2023 Q3	–	Sell	-2,833	Closed	-$203K	–	1943
2023 Q2	$203K	Buy	+2,833	New	+$196K	﹤0.01%	1694
2023 Q1	–	Sell	-3,948	Closed	-$241K	–	1930
2022 Q4	$241K	Sell	3,948 -1,938	-33%	-$116K	﹤0.01%	1494
2022 Q3	$328K	Sell	5,886 -5,803	-50%	-$372K	0.01%	1248
2022 Q2	$753K	Sell	11,689 -5,759	-33%	-$401K	0.01%	815
2022 Q1	$1.33M	Buy	+17,448	New	+$1.34M	0.02%	619

Other funds holding NXTG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's NXTG Position: Q2 2025 in Review

Atria Wealth Solutions held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2025 at 2,678 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #1233.

Atria Wealth Solutions first reported a position in NXTG in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.33M in Q1 2022. 115 funds tracked by Wall St. Rank hold NXTG as of Q2 2025.

Atria Wealth Solutions held 2,678 shares of First Trust Indxx NextG ETF worth $261K as of Q2 2025.
Atria Wealth Solutions left its First Trust Indxx NextG ETF share count unchanged in Q2 2025.
First Trust Indxx NextG ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1233 holding.
Atria Wealth Solutions first reported a position in First Trust Indxx NextG ETF in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's First Trust Indxx NextG ETF position peaked at $1.33M in Q1 2022.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.