Beacon Capital Management LLC (Tennessee)’s First Trust Indxx NextG ETF NXTG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-181	Closed	-$17.6K	–	728
2025 Q2	$17.6K	Buy	181 +1	+0.6%	+$89	﹤0.01%	523
2025 Q1	$15.3K	Hold	180	–	–	﹤0.01%	533
2024 Q4	$15.3K	Buy	180 +1	+0.6%	+$86	﹤0.01%	525
2024 Q3	$15.6K	Hold	179	–	–	﹤0.01%	547
2024 Q2	$14.7K	Hold	179	–	–	﹤0.01%	504
2024 Q1	$14.2K	Hold	179	–	–	﹤0.01%	518
2023 Q4	$12.1K	Hold	179	–	–	﹤0.01%	476
2023 Q3	$12.8K	Hold	179	–	–	﹤0.01%	491
2023 Q2	$12.8K	Hold	179	–	–	﹤0.01%	491
2023 Q1	$12.4K	Hold	179	–	–	﹤0.01%	450
2022 Q4	$10.9K	Hold	179	–	–	﹤0.01%	493
2022 Q3	$12K	Hold	179	–	–	﹤0.01%	448
2022 Q2	$14K	Hold	179	–	–	﹤0.01%	471
2022 Q1	$14K	Buy	+179	New	+$13.8K	﹤0.01%	471

Other funds holding NXTG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Beacon Capital Management LLC (Tennessee)'s NXTG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2025, closing a stake of 181 shares — an estimated $17.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NXTG in Q1 2022 and held it in 14 quarters. The position peaked at $17.6K in Q2 2025. 119 funds tracked by Wall St. Rank hold NXTG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining First Trust Indxx NextG ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 181 First Trust Indxx NextG ETF shares in Q3 2025, an estimated $17.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Indxx NextG ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s First Trust Indxx NextG ETF position peaked at $17.6K in Q2 2025.
119 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.