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

Dogwood 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
2025
Q2 		– Sell
-235
Closed -$19.9K – 726
2025
Q1 		$19.9K Hold
235
– – 0.01% 154
2024
Q4 		$20K Hold
235
– – 0.01% 148
2024
Q3 		$20.5K Buy
+235
New +$19.8K 0.01% 139

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dogwood Wealth Management's NXTG Position: Q2 2025 in Review

Dogwood Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2025, closing a stake of 235 shares — an estimated $19.9K sold.

Dogwood Wealth Management first reported a position in NXTG in Q3 2024 and held it in 3 quarters. The position peaked at $20.5K in Q3 2024. 115 funds tracked by Wall St. Rank hold NXTG as of Q2 2025.

  • Dogwood Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 235 First Trust Indxx NextG ETF shares in Q2 2025, an estimated $19.9K.
  • Dogwood Wealth Management first reported a position in First Trust Indxx NextG ETF in Q3 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's First Trust Indxx NextG ETF position peaked at $20.5K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.