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 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

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

Gateway Wealth Partners's NXTG Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in First Trust Indxx NextG ETF (NXTG) in Q1 2026: 3,310 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in NXTG as recently as Q2 2024.

Gateway Wealth Partners first reported a position in NXTG in Q4 2022 and has held it in 8 quarters since. The position peaked at $406K in Q2 2023. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Gateway Wealth Partners held 3,310 shares of First Trust Indxx NextG ETF worth $370K as of Q1 2026.
First Trust Indxx NextG ETF was a new Gateway Wealth Partners position in Q1 2026.
First Trust Indxx NextG ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #671 holding.
Gateway Wealth Partners first reported a position in First Trust Indxx NextG ETF in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's First Trust Indxx NextG ETF position peaked at $406K in Q2 2023.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.