BEI
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Benjamin Edwards Inc’s First Trust Indxx NextG ETF NXTG Stock Holding History

Benjamin Edwards Inc’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 		$3.48M Sell
22,649
-3,032
-12% -$431K 0.03% 434
2026
Q1 		$2.88M Sell
25,681
-3,800
-13% -$435K 0.03% 450
2025
Q4 		$3.18M Sell
29,481
-5,342
-15% -$572K 0.04% 397
2025
Q3 		$3.61M Sell
34,823
-3,369
-9% -$336K 0.04% 365
2025
Q2 		$3.72M Sell
38,192
-5,374
-12% -$478K 0.05% 329
2025
Q1 		$3.7M Sell
43,566
-5,822
-12% -$508K 0.05% 307
2024
Q4 		$4.22M Sell
49,388
-3,240
-6% -$279K 0.06% 290
2024
Q3 		$4.6M Buy
+52,628
New +$4.42M 0.07% 274
2023
Q2 		– Sell
-87
Closed -$6K – 709
2023
Q1 		$6K Sell
87
-3
-3% -$199 ﹤0.01% 619
2022
Q4 		$5K Hold
90
– – ﹤0.01% 638
2022
Q3 		$5K Hold
90
– – ﹤0.01% 615
2022
Q2 		$6K Buy
90
+1
+1% +$70 ﹤0.01% 615
2022
Q1 		$7K Sell
89
-1
-1% -$77 ﹤0.01% 634
2021
Q4 		$7K Hold
90
– – ﹤0.01% 620
2021
Q3 		$7K Hold
90
– – ﹤0.01% 471
2021
Q2 		$7K Buy
90
+2
+2% +$149 ﹤0.01% 378
2021
Q1 		$6K Buy
88
+2
+2% +$145 ﹤0.01% 350
2020
Q4 		$6K Buy
+86
New +$5.5K ﹤0.01% 348

Other funds holding NXTG

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
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RWM
Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return

Benjamin Edwards Inc's NXTG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Indxx NextG ETF (NXTG) stake by 12% in Q2 2026, selling an estimated $431K and leaving 22,649 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #434.

Benjamin Edwards Inc first reported a position in NXTG in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.6M in Q3 2024. 30 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Benjamin Edwards Inc held 22,649 shares of First Trust Indxx NextG ETF worth $3.48M as of Q2 2026.
  • Benjamin Edwards Inc sold 3,032 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $431K.
  • First Trust Indxx NextG ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #434 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's First Trust Indxx NextG ETF position peaked at $4.6M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.