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

Darwin 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	$5.18K	Sell	33 -29	-47%	-$4.13K	﹤0.01%	438
2026 Q1	$7.05K	Hold	62	–	–	﹤0.01%	388
2025 Q4	$6.78K	Sell	62 -8	-11%	-$856	﹤0.01%	411
2025 Q3	$7.33K	Sell	70 -25	-26%	-$2.49K	﹤0.01%	393
2025 Q2	$9.27K	Sell	95 -1	-1%	-$89	﹤0.01%	363
2025 Q1	$8.19K	Hold	96	–	–	﹤0.01%	395
2024 Q4	$8.19K	Sell	96 -13	-12%	-$1.12K	﹤0.01%	395
2024 Q3	$9.53K	Buy	+109	New	+$9.16K	﹤0.01%	396
2020 Q2	–	Sell	-40	Closed	-$1K	–	557
2020 Q1	$1K	Buy	+40	New	+$2.1K	﹤0.01%	749

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

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

Darwin Wealth Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 47% in Q2 2026, selling an estimated $4.13K and leaving 33 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Darwin Wealth Management first reported a position in NXTG in Q1 2020 and has held it in 9 quarters since. The position peaked at $9.53K in Q3 2024. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Darwin Wealth Management held 33 shares of First Trust Indxx NextG ETF worth $5.18K as of Q2 2026.
Darwin Wealth Management sold 29 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $4.13K.
First Trust Indxx NextG ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #438 holding.
Darwin Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's First Trust Indxx NextG ETF position peaked at $9.53K in Q3 2024.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.