Integrated Wealth Concepts’s First Trust Indxx NextG ETF NXTG Stock Holding History

Integrated Wealth Concepts’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	$108K	Buy	+704	New	+$100K	﹤0.01%	2751
2022 Q4	–	Sell	-4,666	Closed	-$260K	–	1059
2022 Q3	$260K	Buy	4,666 +1	+0%	+$64	0.01%	781
2022 Q2	$301K	Sell	4,665 -8,144	-64%	-$568K	0.01%	761
2022 Q1	$974K	Sell	12,809 -155	-1%	-$11.9K	0.03%	400
2021 Q4	$1.07M	Buy	12,964 +1,080	+9%	+$85.9K	0.03%	402
2021 Q3	$907K	Buy	+11,884	New	+$922K	0.03%	418

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

Integrated Wealth Concepts's NXTG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 704 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #2751 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in NXTG as recently as Q3 2022.

Integrated Wealth Concepts first reported a position in NXTG in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Integrated Wealth Concepts held 704 shares of First Trust Indxx NextG ETF worth $108K as of Q2 2026.
First Trust Indxx NextG ETF was a new Integrated Wealth Concepts position in Q2 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2751 holding.
Integrated Wealth Concepts first reported a position in First Trust Indxx NextG ETF in Q3 2021 and has held it in 6 quarters since.
Integrated Wealth Concepts's First Trust Indxx NextG ETF position peaked at $1.07M in Q4 2021.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.