Cornerstone Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Cornerstone Wealth Management’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	$552K	Sell	4,929 -131	-3%	-$15K	0.03%	424
2025 Q4	$545K	Sell	5,060 -453	-8%	-$48.5K	0.03%	404
2025 Q3	$571K	Sell	5,513 -308	-5%	-$30.7K	0.03%	387
2025 Q2	$566K	Buy	5,821 +67	+1%	+$5.96K	0.03%	368
2025 Q1	$488K	Sell	5,754 -19	-0.3%	-$1.66K	0.03%	372
2024 Q4	$492K	Sell	5,773 -302	-5%	-$26K	0.03%	357
2024 Q3	$531K	Sell	6,075 -452	-7%	-$38K	0.04%	339
2024 Q2	$535K	Sell	6,527 -199	-3%	-$15.6K	0.04%	323
2024 Q1	$533K	Buy	6,726 +38	+0.6%	+$2.93K	0.04%	325
2023 Q4	$513K	Sell	6,688 -1,158	-15%	-$81.8K	0.04%	318
2023 Q3	$533K	Sell	7,846 -394	-5%	-$27.7K	0.05%	289
2023 Q2	$591K	Sell	8,240 -242	-3%	-$16.7K	0.05%	269
2023 Q1	$589K	Buy	+8,482	New	+$563K	0.06%	259
2022 Q3	$584K	Sell	10,488 -335	-3%	-$21.5K	0.07%	227
2022 Q2	$697K	Sell	10,823 -514	-5%	-$35.8K	0.08%	206
2022 Q1	$862K	Sell	11,337 -605	-5%	-$46.5K	0.08%	197
2021 Q4	$962K	Sell	11,942 -929	-7%	-$73.9K	0.09%	185
2021 Q3	$982K	Sell	12,871 -6,525	-34%	-$506K	0.1%	182
2021 Q2	$1.48M	Buy	19,396 +10	+0.1%	+$747	0.16%	135
2021 Q1	$1.42M	Buy	19,386 +11,484	+145%	+$831K	0.17%	129
2020 Q4	$547K	Buy	+7,902	New	+$505K	0.07%	233

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

Cornerstone Wealth Management's NXTG Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 2.6% in Q1 2026, selling an estimated $15K and leaving 4,929 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #424.

Cornerstone Wealth Management first reported a position in NXTG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.48M in Q2 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Cornerstone Wealth Management held 4,929 shares of First Trust Indxx NextG ETF worth $552K as of Q1 2026.
Cornerstone Wealth Management sold 131 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $15K.
First Trust Indxx NextG ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q1 2026, its #424 holding.
Cornerstone Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 21 quarters since.
Cornerstone Wealth Management's First Trust Indxx NextG ETF position peaked at $1.48M in Q2 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.