Envestnet Asset Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Envestnet Asset 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 Q1	$1.67M	Sell	14,921 -4,107	-22%	-$470K	﹤0.01%	3132
2025 Q4	$2.05M	Sell	19,028 -825	-4%	-$88.3K	﹤0.01%	2802
2025 Q3	$2.06M	Buy	19,853 +6,619	+50%	+$660K	﹤0.01%	2860
2025 Q2	$1.29M	Buy	13,234 +944	+8%	+$83.9K	﹤0.01%	3114
2025 Q1	$1.04M	Sell	12,290 -809	-6%	-$70.6K	﹤0.01%	3168
2024 Q4	$1.12M	Sell	13,099 -2,024	-13%	-$174K	﹤0.01%	3104
2024 Q3	$1.32M	Sell	15,123 -2,657	-15%	-$223K	﹤0.01%	2937
2024 Q2	$1.46M	Sell	17,780 -1,327	-7%	-$104K	﹤0.01%	2783
2024 Q1	$1.51M	Buy	19,107 +942	+5%	+$72.7K	﹤0.01%	2756
2023 Q4	$1.39M	Sell	18,165 -2,007	-10%	-$142K	﹤0.01%	2694
2023 Q3	$1.37M	Sell	20,172 -223	-1%	-$15.7K	﹤0.01%	2591
2023 Q2	$1.46M	Buy	20,395 +3,301	+19%	+$228K	﹤0.01%	2481
2023 Q1	$1.19M	Sell	17,094 -5,844	-25%	-$388K	﹤0.01%	2558
2022 Q4	$1.4M	Sell	22,938 -293	-1%	-$17.5K	﹤0.01%	2399
2022 Q3	$1.29M	Sell	23,231 -1,093	-4%	-$70.1K	﹤0.01%	2358
2022 Q2	$1.57M	Sell	24,324 -5,418	-18%	-$378K	﹤0.01%	2261
2022 Q1	$2.26M	Sell	29,742 -462	-2%	-$35.5K	﹤0.01%	2124
2021 Q4	$2.5M	Buy	30,204 +950	+3%	+$75.6K	﹤0.01%	2023
2021 Q3	$2.23M	Buy	29,254 +174	+0.6%	+$13.5K	﹤0.01%	2023
2021 Q2	$2.22M	Sell	29,080 -5,121	-15%	-$382K	﹤0.01%	1983
2021 Q1	$2.5M	Buy	34,201 +8,808	+35%	+$638K	﹤0.01%	1810
2020 Q4	$1.76M	Buy	25,393 +3,306	+15%	+$211K	﹤0.01%	1834
2020 Q3	$1.31M	Sell	22,087 -7,491	-25%	-$439K	﹤0.01%	1858
2020 Q2	$1.61M	Buy	29,578 +20,873	+240%	+$1.08M	﹤0.01%	1699
2020 Q1	$406K	Sell	8,705 -29,198	-77%	-$1.53M	﹤0.01%	2394
2019 Q4	$2.08M	Buy	37,903 +25,426	+204%	+$1.34M	﹤0.01%	1586
2019 Q3	$628K	Buy	+12,477	New	+$622K	﹤0.01%	2235

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

Envestnet Asset Management's NXTG Position: Q1 2026 in Review

Envestnet Asset Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 22% in Q1 2026, selling an estimated $470K and leaving 14,921 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

Envestnet Asset Management first reported a position in NXTG in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.5M in Q1 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Envestnet Asset Management held 14,921 shares of First Trust Indxx NextG ETF worth $1.67M as of Q1 2026.
Envestnet Asset Management sold 4,107 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $470K.
First Trust Indxx NextG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3132 holding.
Envestnet Asset Management first reported a position in First Trust Indxx NextG ETF in Q3 2019 and has held it in 27 quarters since.
Envestnet Asset Management's First Trust Indxx NextG ETF position peaked at $2.5M in Q1 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.