Elevated Capital Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Elevated Capital Advisors’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	$11.7K	Hold	76	–	–	﹤0.01%	472
2026 Q1	$8.51K	Hold	76	–	–	﹤0.01%	481
2025 Q4	$8.19K	Buy	+76	New	+$8.13K	﹤0.01%	465
2022 Q1	$234K	Buy	+3,078	New	+$237K	0.08%	165
2021 Q3	$244K	Buy	+3,201	New	+$248K	0.08%	157

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

Elevated Capital Advisors's NXTG Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 76 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Elevated Capital Advisors first reported a position in NXTG in Q3 2021 and has held it in 5 quarters since. The position peaked at $244K in Q3 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Elevated Capital Advisors held 76 shares of First Trust Indxx NextG ETF worth $11.7K as of Q2 2026.
Elevated Capital Advisors left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #472 holding.
Elevated Capital Advisors first reported a position in First Trust Indxx NextG ETF in Q3 2021 and has held it in 5 quarters since.
Elevated Capital Advisors's First Trust Indxx NextG ETF position peaked at $244K in Q3 2021.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.