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 Q2	$2.23M	Sell	14,535 -18,951	-57%	-$2.7M	﹤0.01%	1534
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

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

Cerity Partners's NXTG Position: Q2 2026 in Review

Cerity Partners reduced its First Trust Indxx NextG ETF (NXTG) stake by 57% in Q2 2026, selling an estimated $2.7M and leaving 14,535 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Cerity Partners first reported a position in NXTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.75M in Q1 2026. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Cerity Partners held 14,535 shares of First Trust Indxx NextG ETF worth $2.23M as of Q2 2026.
Cerity Partners sold 18,951 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $2.7M.
First Trust Indxx NextG ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1534 holding.
Cerity Partners first reported a position in First Trust Indxx NextG ETF in Q4 2025 and has held it in 3 quarters since.
Cerity Partners's First Trust Indxx NextG ETF position peaked at $3.75M in Q1 2026.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.