Forefront Wealth Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

Forefront Wealth Partners’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	$1.14M	Sell	7,465 -3,092	-29%	-$440K	0.35%	70
2026 Q1	$1.18M	Sell	10,557 -1,617	-13%	-$185K	0.49%	52
2025 Q4	$1.31M	Buy	12,174 +942	+8%	+$101K	0.62%	42
2025 Q3	$1.16M	Sell	11,232 -791	-7%	-$78.9K	0.29%	74
2025 Q2	$1.06M	Buy	12,023 +3,872	+48%	+$344K	0.73%	37
2025 Q1	$692K	Sell	8,151 -695	-8%	-$60.7K	0.47%	49
2024 Q4	$754K	Buy	+8,846	New	+$762K	0.56%	48

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

Forefront Wealth Partners's NXTG Position: Q2 2026 in Review

Forefront Wealth Partners reduced its First Trust Indxx NextG ETF (NXTG) stake by 29% in Q2 2026, selling an estimated $440K and leaving 7,465 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #70.

Forefront Wealth Partners first reported a position in NXTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Forefront Wealth Partners held 7,465 shares of First Trust Indxx NextG ETF worth $1.14M as of Q2 2026.
Forefront Wealth Partners sold 3,092 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $440K.
First Trust Indxx NextG ETF made up 0.35% of Forefront Wealth Partners's portfolio in Q2 2026, its #70 holding.
Forefront Wealth Partners first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's First Trust Indxx NextG ETF position peaked at $1.31M in Q4 2025.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.