Cerity Partners
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Cerity Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

Cerity Partners’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 		$3.75M Buy
33,486
+16,987
+103% +$1.94M 0.01% 1154
2025
Q4 		$1.78M Buy
+16,499
New +$1.77M ﹤0.01% 1422

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's NXTG Position: Q1 2026 in Review

Cerity Partners increased its First Trust Indxx NextG ETF (NXTG) stake by 103% in Q1 2026, buying an estimated $1.94M and bringing the position to 33,486 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #1154.

Cerity Partners first reported a position in NXTG in Q4 2025 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Cerity Partners held 33,486 shares of First Trust Indxx NextG ETF worth $3.75M as of Q1 2026.
  • Cerity Partners bought 16,987 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $1.94M.
  • First Trust Indxx NextG ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1154 holding.
  • Cerity Partners first reported a position in First Trust Indxx NextG ETF in Q4 2025 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.