Investors Research Corp’s First Trust Indxx NextG ETF NXTG Stock Holding History

Investors Research Corp’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
2025 Q2	–	Sell	-11	Closed	-$933	–	963
2025 Q1	$933	Hold	11	–	–	﹤0.01%	891
2024 Q4	$938	Hold	11	–	–	﹤0.01%	882
2024 Q3	$961	Hold	11	–	–	﹤0.01%	914
2024 Q2	$901	Hold	11	–	–	﹤0.01%	985
2024 Q1	$872	Buy	+11	New	+$849	﹤0.01%	965

Other funds holding NXTG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Research Corp's NXTG Position: Q2 2025 in Review

Investors Research Corp sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2025, closing a stake of 11 shares — an estimated $933 sold.

Investors Research Corp first reported a position in NXTG in Q1 2024 and held it in 5 quarters. The position peaked at $961 in Q3 2024. 115 funds tracked by Wall St. Rank hold NXTG as of Q2 2025.

Investors Research Corp reported no remaining First Trust Indxx NextG ETF position as of Q2 2025 after selling out during the quarter.
Investors Research Corp sold 11 First Trust Indxx NextG ETF shares in Q2 2025, an estimated $933.
Investors Research Corp first reported a position in First Trust Indxx NextG ETF in Q1 2024 and held it in 5 quarters.
Investors Research Corp's First Trust Indxx NextG ETF position peaked at $961 in Q3 2024.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.