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IFP Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

IFP Advisors’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 		$82.9K Sell
741
-763
-51% -$87.3K ﹤0.01% 1964
2025
Q4 		$162K Buy
1,504
+523
+53% +$56K ﹤0.01% 1491
2025
Q3 		$102K Buy
981
+2
+0.2% +$199 ﹤0.01% 1671
2025
Q2 		$95.3K Sell
979
-335
-25% -$29.8K ﹤0.01% 1665
2025
Q1 		$112K Sell
1,314
-118
-8% -$10.3K ﹤0.01% 1464
2024
Q4 		$122K Buy
1,432
+3
+0.2% +$258 ﹤0.01% 1368
2024
Q3 		$125K Buy
1,429
+6
+0.4% +$504 ﹤0.01% 1310
2024
Q2 		$117K Sell
1,423
-30
-2% -$2.36K ﹤0.01% 1302
2024
Q1 		$115K Sell
1,453
-17
-1% -$1.31K 0.01% 1230
2023
Q4 		$113K Buy
1,470
+28
+2% +$1.98K 0.01% 1192
2023
Q3 		$97.8K Sell
1,442
-221
-13% -$15.6K ﹤0.01% 1264
2023
Q2 		$119K Buy
1,663
+11
+0.7% +$761 0.01% 1238
2023
Q1 		$76.8K Sell
1,652
-2,014
-55% -$134K ﹤0.01% 1384
2022
Q4 		$169K Sell
3,666
-545
-13% -$32.6K ﹤0.01% 1437
2022
Q3 		$193K Buy
4,211
+162
+4% +$10.4K 0.01% 1432
2022
Q2 		$187K Hold
4,049
– – 0.01% 1307
2022
Q1 		$187K Buy
4,049
+2,368
+141% +$182K 0.01% 1307
2021
Q4 		$138K Sell
1,681
-477
-22% -$38K ﹤0.01% 1126
2021
Q3 		$170K Buy
2,158
+599
+38% +$46.5K ﹤0.01% 1041
2021
Q2 		$120K Buy
1,559
+375
+32% +$28K ﹤0.01% 1155
2021
Q1 		$86K Sell
1,184
-322
-21% -$23.3K ﹤0.01% 1230
2020
Q4 		$103K Buy
1,506
+327
+28% +$20.9K ﹤0.01% 1124
2020
Q3 		$70K Buy
1,179
+2
+0.2% +$117 ﹤0.01% 1155
2020
Q2 		$64K Sell
1,177
-352
-23% -$18.2K 0.01% 1104
2020
Q1 		$73K Buy
1,529
+4
+0.3% +$210 0.01% 965
2019
Q4 		$84K Buy
1,525
+3
+0.2% +$158 0.01% 1033
2019
Q3 		$77K Buy
+1,522
New +$75.8K 0.01% 1185

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

IFP Advisors's NXTG Position: Q1 2026 in Review

IFP Advisors reduced its First Trust Indxx NextG ETF (NXTG) stake by 51% in Q1 2026, selling an estimated $87.3K and leaving 741 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

IFP Advisors first reported a position in NXTG in Q3 2019 and has held it in 27 quarters since. The position peaked at $193K in Q3 2022. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • IFP Advisors held 741 shares of First Trust Indxx NextG ETF worth $82.9K as of Q1 2026.
  • IFP Advisors sold 763 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $87.3K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1964 holding.
  • IFP Advisors first reported a position in First Trust Indxx NextG ETF in Q3 2019 and has held it in 27 quarters since.
  • IFP Advisors's First Trust Indxx NextG ETF position peaked at $193K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.