CoreCap Advisors
NXTG icon

CoreCap Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

CoreCap Advisors’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
Q3 		$330K Sell
2,145
-35
-2% -$5.29K 0.01% 681
2026
Q2 		$334K Sell
2,180
-50
-2% -$7.12K 0.01% 677
2026
Q1 		$250K Hold
2,230
– – 0.01% 727
2025
Q4 		$240K Sell
2,230
-370
-14% -$39.6K 0.01% 731
2025
Q3 		$269K Sell
2,600
-717
-22% -$71.5K 0.01% 706
2025
Q2 		$323K Sell
3,317
-265
-7% -$23.6K 0.01% 609
2025
Q1 		$304K Sell
3,582
-570
-14% -$49.8K 0.01% 581
2024
Q4 		$354K Sell
4,152
-135
-3% -$11.6K 0.02% 550
2024
Q3 		$374K Hold
4,287
– – 0.02% 527
2024
Q2 		$351K Hold
4,287
– – 0.04% 283
2024
Q1 		$340K Buy
4,287
+135
+3% +$10.4K 0.02% 495
2023
Q4 		$319K Sell
4,152
-100
-2% -$7.07K 0.02% 435
2023
Q3 		$289K Sell
4,252
-7,900
-65% -$556K 0.02% 428
2023
Q2 		$872K Buy
+12,152
New +$840K 0.06% 263
2022
Q4 		$896K Sell
14,687
-440
-3% -$26.3K 0.06% 256
2022
Q3 		$842K Sell
15,127
-811
-5% -$52K 0.07% 242
2022
Q2 		$1.03M Sell
15,938
-8,614
-35% -$600K 0.08% 202
2022
Q1 		$1.87M Buy
24,552
+1,209
+5% +$92.9K 0.13% 132
2021
Q4 		$1.93M Buy
+23,343
New +$1.86M 0.13% 131

Other funds holding NXTG

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MC
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

CoreCap Advisors's NXTG Position: Q3 2026 in Review

CoreCap Advisors reduced its First Trust Indxx NextG ETF (NXTG) stake by 1.6% in Q3 2026, selling an estimated $5.29K and leaving 2,145 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #681.

CoreCap Advisors first reported a position in NXTG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q4 2021. 11 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • CoreCap Advisors held 2,145 shares of First Trust Indxx NextG ETF worth $330K as of Q3 2026.
  • CoreCap Advisors sold 35 First Trust Indxx NextG ETF shares in Q3 2026, an estimated $5.29K.
  • First Trust Indxx NextG ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #681 holding.
  • CoreCap Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's First Trust Indxx NextG ETF position peaked at $1.93M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.