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Caldwell Trust’s First Trust Indxx NextG ETF NXTG Stock Holding History

Caldwell Trust’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 		$6.13K Hold
40
– – ﹤0.01% 716
2026
Q1 		$4.48K Buy
+40
New +$4.58K ﹤0.01% 722

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's NXTG Position: Q2 2026 in Review

Caldwell Trust held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 40 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Caldwell Trust first reported a position in NXTG in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Caldwell Trust held 40 shares of First Trust Indxx NextG ETF worth $6.13K as of Q2 2026.
  • Caldwell Trust left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #716 holding.
  • Caldwell Trust first reported a position in First Trust Indxx NextG ETF in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.