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 Q2	$754K	Sell	4,917 -12	-0.2%	-$1.71K	0.03%	395
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

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

Cornerstone Wealth Management's NXTG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 0.24% in Q2 2026, selling an estimated $1.71K and leaving 4,917 shares worth $754K. The position accounts for 0.03% of the portfolio, ranked #395.

Cornerstone Wealth Management first reported a position in NXTG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q2 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Cornerstone Wealth Management held 4,917 shares of First Trust Indxx NextG ETF worth $754K as of Q2 2026.
Cornerstone Wealth Management sold 12 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $1.71K.
First Trust Indxx NextG ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #395 holding.
Cornerstone Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 22 quarters since.
Cornerstone Wealth Management's First Trust Indxx NextG ETF position peaked at $1.48M in Q2 2021.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.