Guardian Wealth Advisors (North Carolina)’s First Trust Indxx NextG ETF NXTG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$473K	Hold	4,230	–	–	0.03%	223
2025 Q4	$456K	Hold	4,230	–	–	0.03%	229
2025 Q3	$438K	Hold	4,230	–	–	0.03%	230
2025 Q2	$412K	Hold	4,230	–	–	0.03%	218
2025 Q1	$359K	Hold	4,230	–	–	0.03%	223
2024 Q4	$361K	Hold	4,230	–	–	0.03%	228
2024 Q3	$369K	Hold	4,230	–	–	0.04%	194
2024 Q2	$347K	Hold	4,230	–	–	0.04%	189
2024 Q1	$335K	Hold	4,230	–	–	0.04%	197
2023 Q4	$325K	Sell	4,230 -375	-8%	-$26.5K	0.05%	186
2023 Q3	$312K	Sell	4,605 -20	-0.4%	-$1.41K	0.05%	182
2023 Q2	$332K	Sell	4,625 -380	-8%	-$26.3K	0.06%	164
2023 Q1	$348K	Sell	5,005 -778	-13%	-$51.6K	0.06%	155
2022 Q4	$353K	Sell	5,783 -10,629	-65%	-$636K	0.07%	138
2022 Q3	$914K	Buy	16,412 +6	+0%	+$385	0.17%	69
2022 Q2	$1.06M	Buy	16,406 +7,641	+87%	+$532K	0.19%	62
2022 Q1	$666K	Buy	8,765 +11	+0.1%	+$846	0.29%	60
2021 Q4	$723K	Buy	+8,754	New	+$697K	0.31%	61

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

Guardian Wealth Advisors (North Carolina)'s NXTG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 4,230 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #223.

Guardian Wealth Advisors (North Carolina) first reported a position in NXTG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q2 2022. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 4,230 shares of First Trust Indxx NextG ETF worth $473K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #223 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Indxx NextG ETF in Q4 2021 and has held it in 18 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Indxx NextG ETF position peaked at $1.06M in Q2 2022.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.