Janney Montgomery Scott
NXTG icon

Janney Montgomery Scott’s First Trust Indxx NextG ETF NXTG Stock Holding History

Janney Montgomery Scott’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 		$9.57M Sell
62,397
-4,321
-6% -$615K 0.02% 695
2026
Q1 		$7.47M Sell
66,718
-3,733
-5% -$427K 0.02% 689
2025
Q4 		$7.59M Sell
70,451
-2,722
-4% -$291K 0.02% 722
2025
Q3 		$7.58M Sell
73,173
-3,898
-5% -$389K 0.02% 721
2025
Q2 		$7.5M Buy
77,071
+5,388
+8% +$479K 0.02% 663
2025
Q1 		$6.08M Sell
71,683
-3,867
-5% -$338K 0.02% 713
2024
Q4 		$6.44M Sell
75,550
-2,759
-4% -$238K 0.02% 692
2024
Q3 		$6.84M Sell
78,309
-7,536
-9% -$633K 0.02% 656
2024
Q2 		$7.03M Sell
85,845
-4,306
-5% -$338K 0.02% 606
2024
Q1 		$7.14M Buy
90,151
+1,090
+1% +$84.1K 0.02% 626
2023
Q4 		$6.83M Sell
89,061
-2,296
-3% -$162K 0.02% 625
2023
Q3 		$6.2M Sell
91,357
-6,258
-6% -$441K 0.02% 593
2023
Q2 		$7.01M Sell
97,615
-6,977
-7% -$483K 0.02% 585
2023
Q1 		$7.27M Sell
104,592
-3,544
-3% -$235K 0.03% 516
2022
Q4 		$6.59M Sell
108,136
-26,314
-20% -$1.58M 0.03% 564
2022
Q3 		$7.49M Sell
134,450
-155
-0.1% -$9.94K 0.03% 477
2022
Q2 		$8.79M Sell
134,605
-1,129
-0.8% -$78.7K 0.04% 397
2022
Q1 		$10.3M Buy
135,734
+7,661
+6% +$589K 0.04% 378
2021
Q4 		$10.6M Buy
128,073
+4,967
+4% +$395K 0.04% 377
2021
Q3 		$9.39M Buy
123,106
+4,272
+4% +$331K 0.04% 390
2021
Q2 		$9.07M Buy
118,834
+4,871
+4% +$364K 0.04% 395
2021
Q1 		$8.33M Buy
113,963
+14,489
+15% +$1.05M 0.04% 376
2020
Q4 		$6.88M Buy
99,474
+38,209
+62% +$2.44M 0.03% 440
2020
Q3 		$3.63M Buy
61,265
+11,889
+24% +$696K 0.02% 585
2020
Q2 		$2.69M Buy
49,376
+30,011
+155% +$1.55M 0.02% 657
2020
Q1 		$904K Buy
19,365
+1,510
+8% +$79.4K 0.01% 964
2019
Q4 		$980K Buy
17,855
+319
+2% +$16.8K 0.01% 1098
2019
Q3 		$883K Buy
+17,536
New +$874K 0.01% 1101

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott's NXTG Position: Q2 2026 in Review

Janney Montgomery Scott reduced its First Trust Indxx NextG ETF (NXTG) stake by 6.5% in Q2 2026, selling an estimated $615K and leaving 62,397 shares worth $9.57M. The position accounts for 0.02% of the portfolio, ranked #695.

Janney Montgomery Scott first reported a position in NXTG in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.6M in Q4 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Janney Montgomery Scott held 62,397 shares of First Trust Indxx NextG ETF worth $9.57M as of Q2 2026.
  • Janney Montgomery Scott sold 4,321 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $615K.
  • First Trust Indxx NextG ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #695 holding.
  • Janney Montgomery Scott first reported a position in First Trust Indxx NextG ETF in Q3 2019 and has held it in 28 quarters since.
  • Janney Montgomery Scott's First Trust Indxx NextG ETF position peaked at $10.6M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.