Carson Wealth (CWM LLC)
NXTG icon

Carson Wealth (CWM LLC)’s First Trust Indxx NextG ETF NXTG Stock Holding History

Carson Wealth (CWM 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 		$1.09M Sell
9,724
-68
-0.7% -$7.78K ﹤0.01% 1490
2025
Q4 		$1.05M Buy
9,792
+1
+0% +$107 ﹤0.01% 1462
2025
Q3 		$1.01M Sell
9,791
-239
-2% -$23.8K ﹤0.01% 1400
2025
Q2 		$976K Sell
10,030
-122
-1% -$10.8K ﹤0.01% 1245
2025
Q1 		$861K Buy
10,152
+1
+0% +$87 ﹤0.01% 1215
2024
Q4 		$866K Buy
10,151
+186
+2% +$16K ﹤0.01% 1159
2024
Q3 		$870K Sell
9,965
-499
-5% -$41.9K ﹤0.01% 1116
2024
Q2 		$857K Buy
10,464
+1
+0% +$79 ﹤0.01% 977
2024
Q1 		$829K Buy
10,463
+40
+0.4% +$3.09K ﹤0.01% 938
2023
Q4 		$800K Hold
10,423
– – ﹤0.01% 895
2023
Q3 		$707K Hold
10,423
– – ﹤0.01% 863
2023
Q2 		$748K Sell
10,423
-551
-5% -$38.1K ﹤0.01% 809
2023
Q1 		$763K Sell
10,974
-1,059
-9% -$70.2K 0.01% 744
2022
Q4 		$734K Sell
12,033
-378
-3% -$22.6K 0.01% 695
2022
Q3 		$691K Sell
12,411
-322
-3% -$20.6K 0.01% 663
2022
Q2 		$821K Buy
12,733
+109
+0.9% +$7.6K 0.01% 607
2022
Q1 		$959K Hold
12,624
– – 0.01% 573
2021
Q4 		$1.04M Buy
+12,624
New +$1M 0.01% 566
2021
Q2 		$821K Hold
10,761
– – 0.01% 599
2021
Q1 		$821K Hold
10,761
– – 0.01% 599
2020
Q4 		$821K Hold
10,761
– – 0.01% 599
2020
Q3 		$821K Hold
10,761
– – 0.01% 599
2020
Q2 		$821K Hold
10,761
– – 0.01% 599
2020
Q1 		$821K Hold
10,761
– – 0.01% 599
2019
Q4 		$821K Hold
10,761
– – 0.01% 599
2019
Q3 		$821K Hold
10,761
– – 0.01% 599
2019
Q2 		$821K Buy
+10,761
New +$516K 0.01% 599

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NXTG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust Indxx NextG ETF (NXTG) stake by 0.69% in Q1 2026, selling an estimated $7.78K and leaving 9,724 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Carson Wealth (CWM LLC) first reported a position in NXTG in Q2 2019 and has held it in 27 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,724 shares of First Trust Indxx NextG ETF worth $1.09M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 68 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $7.78K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1490 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 27 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.