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 Q2	$2.04M	Sell	13,304 -1,617	-11%	-$230K	﹤0.01%	3141
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

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

Envestnet Asset Management's NXTG Position: Q2 2026 in Review

Envestnet Asset Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 11% in Q2 2026, selling an estimated $230K and leaving 13,304 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Envestnet Asset Management first reported a position in NXTG in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.5M in Q1 2021. 146 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Envestnet Asset Management held 13,304 shares of First Trust Indxx NextG ETF worth $2.04M as of Q2 2026.
Envestnet Asset Management sold 1,617 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $230K.
First Trust Indxx NextG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3141 holding.
Envestnet Asset Management first reported a position in First Trust Indxx NextG ETF in Q3 2019 and has held it in 28 quarters since.
Envestnet Asset Management's First Trust Indxx NextG ETF position peaked at $2.5M in Q1 2021.
146 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.