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Independent Advisor Alliance’s First Trust Indxx NextG ETF NXTG Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,555
Closed -$510K – 1447
2026
Q1 		$510K Buy
+4,555
New +$521K 0.01% 1106

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's NXTG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2026, closing a stake of 4,555 shares — an estimated $510K sold.

Independent Advisor Alliance first reported a position in NXTG in Q1 2026 and held it in 1 quarter. The position peaked at $510K in Q1 2026. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Indxx NextG ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,555 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $510K.
  • Independent Advisor Alliance first reported a position in First Trust Indxx NextG ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Indxx NextG ETF position peaked at $510K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.