IFG
NXTG icon

Independent Financial Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Independent Financial Group’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 		$2.85M Sell
18,614
-625
-3% -$88.9K 0.05% 356
2026
Q1 		$2.15M Buy
19,239
+255
+1% +$29.2K 0.05% 382
2025
Q4 		$2.05M Buy
18,984
+1,315
+7% +$141K 0.05% 387
2025
Q3 		$1.83M Buy
17,669
+646
+4% +$64.4K 0.04% 412
2025
Q2 		$1.66M Hold
17,023
– – 0.05% 393
2025
Q1 		$1.44M Buy
17,023
+139
+0.8% +$12.1K 0.05% 374
2024
Q4 		$1.44M Buy
16,884
+129
+0.8% +$11.1K 0.05% 379
2024
Q3 		$1.46M Sell
16,755
-105
-0.6% -$8.82K 0.05% 343
2024
Q2 		$1.38M Sell
16,860
-1,265
-7% -$99.4K 0.06% 319
2024
Q1 		$1.44M Sell
18,125
-314
-2% -$24.2K 0.07% 289
2023
Q4 		$1.41M Sell
18,439
-333
-2% -$23.5K 0.08% 272
2023
Q3 		$1.27M Buy
18,772
+945
+5% +$66.5K 0.08% 266
2023
Q2 		$1.28M Buy
17,827
+142
+0.8% +$9.82K 0.09% 255
2023
Q1 		$1.23M Sell
17,685
-1,295
-7% -$85.9K 0.1% 239
2022
Q4 		$1.16M Sell
18,980
-218
-1% -$13.1K 0.1% 205
2022
Q3 		$1.07M Sell
19,198
-110
-0.6% -$7.05K 0.1% 212
2022
Q2 		$1.24M Sell
19,308
-905
-4% -$63.1K 0.13% 176
2022
Q1 		$1.54M Buy
20,213
+103
+0.5% +$7.92K 0.12% 168
2021
Q4 		$1.66M Buy
20,110
+492
+3% +$39.2K 0.14% 150
2021
Q3 		$1.5M Buy
19,618
+1,771
+10% +$137K 0.15% 134
2021
Q2 		$1.36M Buy
17,847
+846
+5% +$63.2K 0.14% 163
2021
Q1 		$1.24M Buy
17,001
+2,370
+16% +$172K 0.16% 156
2020
Q4 		$1.01M Buy
+14,631
New +$936K 0.15% 165

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 Financial Group's NXTG Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Indxx NextG ETF (NXTG) stake by 3.2% in Q2 2026, selling an estimated $88.9K and leaving 18,614 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #356.

Independent Financial Group first reported a position in NXTG in Q4 2020 and has held it in 23 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Independent Financial Group held 18,614 shares of First Trust Indxx NextG ETF worth $2.85M as of Q2 2026.
  • Independent Financial Group sold 625 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $88.9K.
  • First Trust Indxx NextG ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #356 holding.
  • Independent Financial Group first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 23 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.