Harbour Investments’s First Trust Indxx NextG ETF NXTG Stock Holding History

Harbour Investments’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	$1.17M	Sell	7,644 -170	-2%	-$24.2K	0.02%	761
2026 Q1	$875K	Buy	7,814 +598	+8%	+$68.4K	0.01%	814
2025 Q4	$778K	Sell	7,216 -302	-4%	-$32.3K	0.02%	690
2025 Q3	$779K	Sell	7,518 -179	-2%	-$17.8K	0.02%	652
2025 Q2	$749K	Sell	7,697 -155	-2%	-$13.8K	0.02%	626
2025 Q1	$666K	Sell	7,852 -605	-7%	-$52.8K	0.02%	622
2024 Q4	$721K	Sell	8,457 -456	-5%	-$39.3K	0.02%	585
2024 Q3	$778K	Buy	8,913 +96	+1%	+$8.07K	0.02%	533
2024 Q2	$722K	Sell	8,817 -1,100	-11%	-$86.4K	0.02%	506
2024 Q1	$786K	Buy	9,917 +5,135	+107%	+$396K	0.03%	464
2023 Q4	$367K	Buy	4,782 +29	+0.6%	+$2.05K	0.02%	642
2023 Q3	$323K	Sell	4,753 -217	-4%	-$15.3K	0.02%	624
2023 Q2	$357K	Sell	4,970 -784	-14%	-$54.2K	0.02%	604
2023 Q1	$400K	Sell	5,754 -231	-4%	-$15.3K	0.02%	533
2022 Q4	$365K	Sell	5,985 -1,527	-20%	-$91.4K	0.02%	544
2022 Q3	$484K	Hold	7,512	–	–	0.03%	420
2022 Q2	$484K	Buy	+7,512	New	+$523K	0.03%	420
2021 Q4	$905K	Sell	10,951 -2,541	-19%	-$202K	0.05%	319
2021 Q3	$1.03M	Buy	13,492 +3,182	+31%	+$247K	0.03%	436
2021 Q2	$787K	Sell	10,310 -2,145	-17%	-$160K	0.03%	514
2021 Q1	$910K	Buy	+12,455	New	+$902K	0.03%	437

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

Harbour Investments's NXTG Position: Q2 2026 in Review

Harbour Investments reduced its First Trust Indxx NextG ETF (NXTG) stake by 2.2% in Q2 2026, selling an estimated $24.2K and leaving 7,644 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #761.

Harbour Investments first reported a position in NXTG in Q1 2021 and has held it in 21 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Harbour Investments held 7,644 shares of First Trust Indxx NextG ETF worth $1.17M as of Q2 2026.
Harbour Investments sold 170 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $24.2K.
First Trust Indxx NextG ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #761 holding.
Harbour Investments first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 21 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.