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

Choreo 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 		$205K Buy
+1,832
New +$210K ﹤0.01% 1477

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

Choreo LLC's NXTG Position: Q1 2026 in Review

Choreo LLC opened a new position in First Trust Indxx NextG ETF (NXTG) in Q1 2026: 1,832 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings.

137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Choreo LLC held 1,832 shares of First Trust Indxx NextG ETF worth $205K as of Q1 2026.
  • First Trust Indxx NextG ETF was a new Choreo LLC position in Q1 2026.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1477 holding.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.