HBK Sorce Advisory’s First Trust Indxx NextG ETF NXTG Stock Holding History

HBK Sorce Advisory’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	$254K	Hold	1,752	–	–	0.01%	535
2025 Q4	$203K	Buy	+1,752	New	+$187K	﹤0.01%	593
2024 Q4	–	Sell	-2,305	Closed	-$201K	–	597
2024 Q3	$201K	Buy	+2,305	New	+$194K	0.01%	548
2023 Q1	–	Sell	-4,598	Closed	-$280K	–	767
2022 Q4	$280K	Buy	+4,598	New	+$275K	0.01%	573

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

HBK Sorce Advisory's NXTG Position: Q1 2026 in Review

HBK Sorce Advisory held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 1,752 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #535.

HBK Sorce Advisory first reported a position in NXTG in Q4 2022 and has held it in 4 quarters since. The position peaked at $280K in Q4 2022. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

HBK Sorce Advisory held 1,752 shares of First Trust Indxx NextG ETF worth $254K as of Q1 2026.
HBK Sorce Advisory left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #535 holding.
HBK Sorce Advisory first reported a position in First Trust Indxx NextG ETF in Q4 2022 and has held it in 4 quarters since.
HBK Sorce Advisory's First Trust Indxx NextG ETF position peaked at $280K in Q4 2022.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.