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 Q1	$4.48K	Buy	+40	New	+$4.58K	﹤0.01%	722

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

KAS

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

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

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

Caldwell Trust's NXTG Position: Q1 2026 in Review

Caldwell Trust opened a new position in First Trust Indxx NextG ETF (NXTG) in Q1 2026: 40 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings.

137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Caldwell Trust held 40 shares of First Trust Indxx NextG ETF worth $4.48K as of Q1 2026.
First Trust Indxx NextG ETF was a new Caldwell Trust position in Q1 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #722 holding.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.