Commonwealth Equity Services’s First Trust Indxx NextG ETF NXTG Stock Holding History

Commonwealth Equity Services’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	$2.57M	Sell	22,991 -464	-2%	-$53.1K	﹤0.01%	1800
2025 Q4	$2.53M	Sell	23,455 -1,528	-6%	-$163K	﹤0.01%	1803
2025 Q3	$2.59M	Sell	24,983 -1,317	-5%	-$131K	﹤0.01%	1803
2025 Q2	$2.56M	Sell	26,300 -803	-3%	-$71.4K	﹤0.01%	1802
2025 Q1	$2.3M	Sell	27,103 -304	-1%	-$26.5K	﹤0.01%	1813
2024 Q4	$2.34M	Sell	27,407 -182	-0.7%	-$15.7K	﹤0.01%	1755
2024 Q3	$2.41M	Sell	27,589 -9,839	-26%	-$827K	﹤0.01%	1695
2024 Q2	$3.07M	Sell	37,428 -2,907	-7%	-$228K	﹤0.01%	1508
2024 Q1	$3.2M	Sell	40,335 -462	-1%	-$35.6K	0.01%	1452
2023 Q4	$3.13M	Sell	40,797 -1,376	-3%	-$97.2K	0.01%	1400
2023 Q3	$2.86M	Sell	42,173 -3,921	-9%	-$276K	0.01%	1366
2023 Q2	$3.31M	Sell	46,094 -2,534	-5%	-$175K	0.01%	1297
2023 Q1	$3.38K	Sell	48,628 -61,721	-56%	-$4.09M	0.01%	1226
2022 Q4	$6.73M	Buy	110,349 +38,412	+53%	+$2.3M	0.02%	817
2022 Q3	$4M	Sell	71,937 -4,238	-6%	-$272K	0.01%	1008
2022 Q2	$4.91M	Sell	76,175 -2,269	-3%	-$158K	0.01%	912
2022 Q1	$5.96M	Buy	78,444 +14,541	+23%	+$1.12M	0.01%	857
2021 Q4	$5.28M	Buy	63,903 +2,853	+5%	+$227K	0.01%	906
2021 Q3	$4.66M	Buy	61,050 +7,125	+13%	+$553K	0.01%	911
2021 Q2	$4.12M	Buy	53,925 +5,176	+11%	+$386K	0.01%	965
2021 Q1	$3.56M	Buy	48,749 +12,015	+33%	+$870K	0.01%	958
2020 Q4	$2.54M	Buy	36,734 +5,452	+17%	+$349K	0.01%	1089
2020 Q3	$1.85M	Buy	31,282 +2,965	+10%	+$174K	0.01%	1139
2020 Q2	$1.54M	Buy	28,317 +13,716	+94%	+$709K	0.01%	1168
2020 Q1	$681K	Buy	14,601 +3,680	+34%	+$193K	﹤0.01%	1499
2019 Q4	$599K	Buy	10,921 +4,565	+72%	+$241K	﹤0.01%	1762
2019 Q3	$319K	Buy	+6,356	New	+$317K	﹤0.01%	2185

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services's NXTG Position: Q1 2026 in Review

Commonwealth Equity Services reduced its First Trust Indxx NextG ETF (NXTG) stake by 2% in Q1 2026, selling an estimated $53.1K and leaving 22,991 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Commonwealth Equity Services first reported a position in NXTG in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.73M in Q4 2022. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Commonwealth Equity Services held 22,991 shares of First Trust Indxx NextG ETF worth $2.57M as of Q1 2026.
Commonwealth Equity Services sold 464 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $53.1K.
First Trust Indxx NextG ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1800 holding.
Commonwealth Equity Services first reported a position in First Trust Indxx NextG ETF in Q3 2019 and has held it in 27 quarters since.
Commonwealth Equity Services's First Trust Indxx NextG ETF position peaked at $6.73M in Q4 2022.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.