Creative Financial Designs’s First Trust Indxx NextG ETF NXTG Stock Holding History

Creative Financial Designs’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	$28.6K	Buy	255 +2	+0.8%	+$229	﹤0.01%	1090
2025 Q4	$27.3K	Sell	253 -66	-21%	-$7.06K	﹤0.01%	1064
2025 Q3	$33K	Buy	319 +23	+8%	+$2.29K	﹤0.01%	985
2025 Q2	$28.8K	Sell	296 -24	-8%	-$2.13K	﹤0.01%	1032
2025 Q1	$27.2K	Sell	320 -7,595	-96%	-$663K	﹤0.01%	1007
2024 Q4	$675K	Buy	7,915 +356	+5%	+$30.7K	0.05%	244
2024 Q3	$660K	Sell	7,559 -255	-3%	-$21.4K	0.06%	252
2024 Q2	$640K	Hold	7,814	–	–	0.06%	240
2024 Q1	$619K	Sell	7,814 -135	-2%	-$10.4K	0.06%	235
2023 Q4	$610K	Sell	7,949 -168	-2%	-$11.9K	0.06%	210
2023 Q3	$551K	Sell	8,117 -368	-4%	-$25.9K	0.06%	200
2023 Q2	$609K	Buy	8,485 +173	+2%	+$12K	0.07%	187
2023 Q1	$578K	Sell	8,312 -8,032	-49%	-$533K	0.08%	186
2022 Q4	$997K	Sell	16,344 -1,333	-8%	-$79.8K	0.15%	129
2022 Q3	$984K	Buy	17,677 +932	+6%	+$59.7K	0.16%	121
2022 Q2	$1.08M	Buy	16,745 +414	+3%	+$28.9K	0.18%	113
2022 Q1	$1.24M	Buy	16,331 +555	+4%	+$42.7K	0.19%	116
2021 Q4	$1.3M	Buy	15,776 +774	+5%	+$61.6K	0.2%	108
2021 Q3	$1.15M	Sell	15,002 -2,085	-12%	-$162K	0.19%	106
2021 Q2	$1.3M	Sell	17,087 -1,432	-8%	-$107K	0.23%	87
2021 Q1	$1.35M	Buy	18,519 +1,156	+7%	+$83.7K	0.26%	77
2020 Q4	$1.2M	Buy	17,363 +4,460	+35%	+$285K	0.26%	76
2020 Q3	$764K	Buy	+12,903	New	+$756K	0.19%	99

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

Creative Financial Designs's NXTG Position: Q1 2026 in Review

Creative Financial Designs increased its First Trust Indxx NextG ETF (NXTG) stake by 0.79% in Q1 2026, buying an estimated $229 and bringing the position to 255 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Creative Financial Designs first reported a position in NXTG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q1 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Creative Financial Designs held 255 shares of First Trust Indxx NextG ETF worth $28.6K as of Q1 2026.
Creative Financial Designs bought 2 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $229.
First Trust Indxx NextG ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1090 holding.
Creative Financial Designs first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 23 quarters since.
Creative Financial Designs's First Trust Indxx NextG ETF position peaked at $1.35M in Q1 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.