Belpointe Asset Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Belpointe Asset Management’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	$1.47M	Sell	9,553 -70	-0.7%	-$9.96K	0.05%	371
2026 Q1	$1.08M	Sell	9,623 -121	-1%	-$13.8K	0.04%	430
2025 Q4	$1.05M	Buy	9,744 +2	+0%	+$214	0.04%	410
2025 Q3	$1.01M	Sell	9,742 -79	-0.8%	-$7.88K	0.04%	401
2025 Q2	$956K	Buy	9,821 +2	+0%	+$178	0.04%	372
2025 Q1	$833K	Sell	9,819 -557	-5%	-$48.6K	0.04%	389
2024 Q4	$894K	Sell	10,376 -1	-0%	-$86	0.05%	347
2024 Q3	$906K	Buy	10,377 +321	+3%	+$27K	0.05%	342
2024 Q2	$824K	Buy	10,056 +1,921	+24%	+$151K	0.06%	319
2024 Q1	$645K	Buy	8,135 +3,078	+61%	+$237K	0.05%	377
2023 Q4	$388K	Buy	+5,057	New	+$357K	0.03%	442
2023 Q2	–	Sell	-16,356	Closed	-$1.14M	–	2414
2023 Q1	$1.14M	Sell	16,356 -1,284	-7%	-$85.2K	0.06%	302
2022 Q4	$1.08M	Buy	17,640 +7,967	+82%	+$477K	0.07%	301
2022 Q3	$539K	Buy	+9,673	New	+$620K	0.04%	477

Other funds holding NXTG

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Belpointe Asset Management's NXTG Position: Q2 2026 in Review

Belpointe Asset Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 0.73% in Q2 2026, selling an estimated $9.96K and leaving 9,553 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #371.

Belpointe Asset Management first reported a position in NXTG in Q3 2022 and has held it in 14 quarters since. 56 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Belpointe Asset Management held 9,553 shares of First Trust Indxx NextG ETF worth $1.47M as of Q2 2026.
Belpointe Asset Management sold 70 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $9.96K.
First Trust Indxx NextG ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #371 holding.
Belpointe Asset Management first reported a position in First Trust Indxx NextG ETF in Q3 2022 and has held it in 14 quarters since.
56 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.