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

Downshift Financial’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	$30.7K	Buy	+200	New	+$28.5K	0.01%	197

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

Downshift Financial's NXTG Position: Q2 2026 in Review

Downshift Financial opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 200 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

146 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Downshift Financial held 200 shares of First Trust Indxx NextG ETF worth $30.7K as of Q2 2026.
First Trust Indxx NextG ETF was a new Downshift Financial position in Q2 2026.
First Trust Indxx NextG ETF made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #197 holding.
146 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.