EH
NXTG icon

Equitable Holdings’s First Trust Indxx NextG ETF NXTG Stock Holding History

Equitable Holdings’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 		$536K Buy
4,972
+512
+11% +$58.6K ﹤0.01% 1227
2025
Q4 		$481K Hold
4,460
– – ﹤0.01% 1126
2025
Q3 		$462K Sell
4,460
-583
-12% -$58.1K ﹤0.01% 1109
2025
Q2 		$491K Buy
5,043
+301
+6% +$26.8K ﹤0.01% 1008
2025
Q1 		$402K Buy
4,742
+1
+0% +$87 ﹤0.01% 987
2024
Q4 		$404K Sell
4,741
-100
-2% -$8.61K ﹤0.01% 936
2024
Q3 		$423K Sell
4,841
-56
-1% -$4.71K ﹤0.01% 921
2024
Q2 		$401K Buy
4,897
+1
+0% +$79 ﹤0.01% 899
2024
Q1 		$388K Sell
4,896
-405
-8% -$31.2K ﹤0.01% 893
2023
Q4 		$407K Buy
5,301
+330
+7% +$23.3K 0.01% 840
2023
Q3 		$337K Buy
4,971
+1
+0% +$70 ﹤0.01% 837
2023
Q2 		$357K Sell
4,970
-382
-7% -$26.4K 0.01% 797
2023
Q1 		$372K Sell
5,352
-145
-3% -$9.62K 0.01% 735
2022
Q4 		$335K Sell
5,497
-251
-4% -$15K 0.01% 704
2022
Q3 		$320K Sell
5,748
-47
-0.8% -$3.01K 0.01% 669
2022
Q2 		$373K Sell
5,795
-1,275
-18% -$88.9K 0.01% 627
2022
Q1 		$537K Sell
7,070
-550
-7% -$42.3K 0.01% 556
2021
Q4 		$630K Buy
7,620
+319
+4% +$25.4K 0.01% 517
2021
Q3 		$557K Hold
7,301
– – 0.01% 533
2021
Q2 		$557K Hold
7,301
– – 0.01% 517
2021
Q1 		$533K Buy
7,301
+450
+7% +$32.6K 0.01% 496
2020
Q4 		$474K Buy
6,851
+771
+13% +$49.3K 0.01% 465
2020
Q3 		$360K Buy
6,080
+1,924
+46% +$113K 0.01% 483
2020
Q2 		$226K Buy
+4,156
New +$215K 0.01% 564

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's NXTG Position: Q1 2026 in Review

Equitable Holdings increased its First Trust Indxx NextG ETF (NXTG) stake by 11% in Q1 2026, buying an estimated $58.6K and bringing the position to 4,972 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Equitable Holdings first reported a position in NXTG in Q2 2020 and has held it in 24 quarters since. The position peaked at $630K in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Equitable Holdings held 4,972 shares of First Trust Indxx NextG ETF worth $536K as of Q1 2026.
  • Equitable Holdings bought 512 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $58.6K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1227 holding.
  • Equitable Holdings first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 24 quarters since.
  • Equitable Holdings's First Trust Indxx NextG ETF position peaked at $630K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.