Capital Analysts LLC’s First Trust Indxx NextG ETF NXTG Stock Holding History

Capital Analysts LLC’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	$10K	Hold	93	–	–	﹤0.01%	1258
2025 Q4	$10K	Hold	93	–	–	﹤0.01%	1246
2025 Q3	$10K	Hold	93	–	–	﹤0.01%	1202
2025 Q2	$9K	Sell	93 -143	-61%	-$12.7K	﹤0.01%	1164
2025 Q1	$20K	Buy	+236	New	+$20.6K	﹤0.01%	997
2023 Q2	–	Sell	-228	Closed	-$16K	–	1024
2023 Q1	$16K	Hold	228	–	–	﹤0.01%	756
2022 Q4	$14K	Hold	228	–	–	﹤0.01%	815
2022 Q3	$13K	Hold	228	–	–	﹤0.01%	767
2022 Q2	$15K	Buy	+228	New	+$15.9K	﹤0.01%	746

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

Capital Analysts LLC's NXTG Position: Q1 2026 in Review

Capital Analysts LLC held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 93 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Capital Analysts LLC first reported a position in NXTG in Q2 2022 and has held it in 9 quarters since. The position peaked at $20K in Q1 2025. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Capital Analysts LLC held 93 shares of First Trust Indxx NextG ETF worth $10K as of Q1 2026.
Capital Analysts LLC left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1258 holding.
Capital Analysts LLC first reported a position in First Trust Indxx NextG ETF in Q2 2022 and has held it in 9 quarters since.
Capital Analysts LLC's First Trust Indxx NextG ETF position peaked at $20K in Q1 2025.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.