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 Q2	$14K	Hold	93	–	–	﹤0.01%	1236
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Analysts LLC's NXTG Position: Q2 2026 in Review

Capital Analysts LLC held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 93 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Capital Analysts LLC first reported a position in NXTG in Q2 2022 and has held it in 10 quarters since. The position peaked at $20K in Q1 2025. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Capital Analysts LLC held 93 shares of First Trust Indxx NextG ETF worth $14K as of Q2 2026.
Capital Analysts LLC left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1236 holding.
Capital Analysts LLC first reported a position in First Trust Indxx NextG ETF in Q2 2022 and has held it in 10 quarters since.
Capital Analysts LLC's First Trust Indxx NextG ETF position peaked at $20K in Q1 2025.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.