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

Gateway 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	$240K	Sell	1,567 -1,743	-53%	-$248K	0.01%	694
2026 Q1	$370K	Buy	+3,310	New	+$379K	0.01%	671
2024 Q3	–	Sell	-3,433	Closed	-$281K	–	286
2024 Q2	$281K	Buy	3,433 +11	+0.3%	+$864	0.09%	210
2024 Q1	$271K	Sell	3,422 -352	-9%	-$27.2K	0.1%	187
2023 Q4	$290K	Sell	3,774 -1,760	-32%	-$124K	0.12%	160
2023 Q3	$376K	Sell	5,534 -119	-2%	-$8.38K	0.07%	155
2023 Q2	$406K	Buy	5,653 +177	+3%	+$12.2K	0.07%	145
2023 Q1	$381K	Sell	5,476 -815	-13%	-$54.1K	0.06%	147
2022 Q4	$384K	Buy	+6,291	New	+$377K	0.07%	127

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

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

Gateway Wealth Partners reduced its First Trust Indxx NextG ETF (NXTG) stake by 53% in Q2 2026, selling an estimated $248K and leaving 1,567 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #694.

Gateway Wealth Partners first reported a position in NXTG in Q4 2022 and has held it in 9 quarters since. The position peaked at $406K in Q2 2023. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Gateway Wealth Partners held 1,567 shares of First Trust Indxx NextG ETF worth $240K as of Q2 2026.
Gateway Wealth Partners sold 1,743 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $248K.
First Trust Indxx NextG ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #694 holding.
Gateway Wealth Partners first reported a position in First Trust Indxx NextG ETF in Q4 2022 and has held it in 9 quarters since.
Gateway Wealth Partners's First Trust Indxx NextG ETF position peaked at $406K in Q2 2023.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.