Kestra Advisory Services’s First Trust Indxx NextG ETF NXTG Stock Holding History

Kestra Advisory Services’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	$9.78M	Sell	63,778 -909	-1%	-$129K	0.03%	527
2026 Q1	$7.24M	Buy	64,687 +681	+1%	+$77.9K	0.03%	604
2025 Q4	$6.9M	Buy	64,006 +1,620	+3%	+$173K	0.03%	569
2025 Q3	$6.46M	Buy	62,386 +384	+0.6%	+$38.3K	0.03%	558
2025 Q2	$6.03M	Buy	62,002 +1,412	+2%	+$126K	0.03%	550
2025 Q1	$5.14M	Sell	60,590 -226	-0.4%	-$19.7K	0.02%	569
2024 Q4	$5.19M	Buy	60,816 +3,406	+6%	+$293K	0.03%	565
2024 Q3	$5.01M	Sell	57,410 -708	-1%	-$59.5K	0.03%	590
2024 Q2	$4.76M	Buy	58,118 +2,920	+5%	+$229K	0.03%	609
2024 Q1	$4.37M	Buy	55,198 +627	+1%	+$48.4K	0.03%	570
2023 Q4	$4.19M	Sell	54,571 -1,240	-2%	-$87.6K	0.03%	518
2023 Q3	$3.79M	Buy	55,811 +5,657	+11%	+$398K	0.04%	467
2023 Q2	$3.6M	Buy	50,154 +3,181	+7%	+$220K	0.04%	480
2023 Q1	$3.26M	Sell	46,973 -1,948	-4%	-$129K	0.04%	480
2022 Q4	$2.98M	Sell	48,921 -5,769	-11%	-$345K	0.03%	598
2022 Q3	$3.04M	Sell	54,690 -17,011	-24%	-$1.09M	0.03%	517
2022 Q2	$4.62M	Sell	71,701 -61,066	-46%	-$4.26M	0.05%	380
2022 Q1	$10.1M	Sell	132,767 -33,089	-20%	-$2.54M	0.11%	212
2021 Q4	$13.7M	Sell	165,856 -6,437	-4%	-$512K	0.14%	169
2021 Q3	$13.1M	Buy	172,293 +11,918	+7%	+$925K	0.13%	175
2021 Q2	$12.2M	Buy	160,375 +39,385	+33%	+$2.94M	0.14%	168
2021 Q1	$8.84M	Buy	120,990 +9,609	+9%	+$696K	0.11%	208
2020 Q4	$7.69M	Buy	111,381 +7,638	+7%	+$489K	0.09%	247
2020 Q3	$6.14M	Buy	+103,743	New	+$6.08M	0.11%	213

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kestra Advisory Services's NXTG Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust Indxx NextG ETF (NXTG) stake by 1.4% in Q2 2026, selling an estimated $129K and leaving 63,778 shares worth $9.78M. The position accounts for 0.03% of the portfolio, ranked #527.

Kestra Advisory Services first reported a position in NXTG in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q4 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Kestra Advisory Services held 63,778 shares of First Trust Indxx NextG ETF worth $9.78M as of Q2 2026.
Kestra Advisory Services sold 909 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $129K.
First Trust Indxx NextG ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #527 holding.
Kestra Advisory Services first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust Indxx NextG ETF position peaked at $13.7M in Q4 2021.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.