GRP
NXTG icon

Global Retirement Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

Global Retirement 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
2025
Q4 		$58.3K Hold
541
– – ﹤0.01% 2259
2025
Q3 		$56K Buy
541
+1
+0.2% +$100 ﹤0.01% 1831
2025
Q2 		$52.5K Buy
+540
New +$48K ﹤0.01% 1747
2024
Q4 		$46K Hold
539
– – ﹤0.01% 1652
2024
Q3 		$47.1K Buy
539
+1
+0.2% +$84 ﹤0.01% 1588
2024
Q2 		$44.1K Sell
538
-192
-26% -$15.1K ﹤0.01% 1606
2024
Q1 		$57.9K Buy
730
+61
+9% +$4.71K ﹤0.01% 1352
2023
Q4 		$50.5K Sell
669
-99
-13% -$7K ﹤0.01% 1366
2023
Q3 		$51.3K Buy
768
+1
+0.1% +$70 ﹤0.01% 1258
2023
Q2 		$55.1K Sell
767
-300
-28% -$20.7K ﹤0.01% 1224
2023
Q1 		$71.6K Sell
1,067
-2
-0.2% -$133 ﹤0.01% 1065
2022
Q4 		$65.2K Buy
1,069
+252
+31% +$15.1K ﹤0.01% 979
2022
Q3 		$47K Buy
817
+206
+34% +$13.2K ﹤0.01% 1042
2022
Q2 		$39K Buy
611
+2
+0.3% +$139 ﹤0.01% 1087
2022
Q1 		$42K Buy
+609
New +$46.8K ﹤0.01% 1063
2021
Q4 		– Sell
-294
Closed -$22K – 1278
2021
Q3 		$22K Buy
294
+1
+0.3% +$78 ﹤0.01% 1179
2021
Q2 		$22K Buy
293
+92
+46% +$6.87K ﹤0.01% 1159
2021
Q1 		$15K Buy
201
+45
+29% +$3.26K ﹤0.01% 1189
2020
Q4 		$11K Buy
156
+1
+0.6% +$64 ﹤0.01% 1243
2020
Q3 		$9K Hold
155
– – ﹤0.01% 1177
2020
Q2 		$8K Buy
155
+100
+182% +$5.17K ﹤0.01% 1172
2020
Q1 		$3K Buy
+55
New +$2.89K ﹤0.01% 1350

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's NXTG Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Indxx NextG ETF (NXTG) position steady in Q4 2025 at 541 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Global Retirement Partners first reported a position in NXTG in Q1 2020 and has held it in 22 quarters since. The position peaked at $71.6K in Q1 2023. 123 funds tracked by Wall St. Rank hold NXTG as of Q4 2025.

  • Global Retirement Partners held 541 shares of First Trust Indxx NextG ETF worth $58.3K as of Q4 2025.
  • Global Retirement Partners left its First Trust Indxx NextG ETF share count unchanged in Q4 2025.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2259 holding.
  • Global Retirement Partners first reported a position in First Trust Indxx NextG ETF in Q1 2020 and has held it in 22 quarters since.
  • Global Retirement Partners's First Trust Indxx NextG ETF position peaked at $71.6K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.