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

Kestra Private Wealth 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 Q1	$205K	Buy	+1,829	New	+$209K	﹤0.01%	1629
2025 Q4	–	Sell	-2,156	Closed	-$223K	–	1785
2025 Q3	$223K	Hold	2,156	–	–	﹤0.01%	1513
2025 Q2	$210K	Buy	+2,156	New	+$192K	﹤0.01%	1484
2025 Q1	–	Sell	-2,432	Closed	-$207K	–	1551
2024 Q4	$207K	Buy	2,432 +1	+0%	+$86	﹤0.01%	1299
2024 Q3	$212K	Sell	2,431 -342	-12%	-$28.7K	﹤0.01%	1242
2024 Q2	$227K	Hold	2,773	–	–	﹤0.01%	1167
2024 Q1	$220K	Sell	2,773 -156	-5%	-$12K	0.01%	1137
2023 Q4	$225K	Sell	2,929 -172	-6%	-$12.2K	0.01%	1062
2023 Q3	$210K	Buy	3,101 +2	+0.1%	+$141	0.01%	1015
2023 Q2	$222K	Buy	3,099 +63	+2%	+$4.36K	0.01%	932
2023 Q1	$211K	Buy	+3,036	New	+$201K	0.01%	907
2022 Q4	–	Sell	-5,404	Closed	-$301K	–	959
2022 Q3	$301K	Sell	5,404 -272	-5%	-$17.4K	0.02%	652
2022 Q2	$366K	Sell	5,676 -671	-11%	-$46.8K	0.02%	602
2022 Q1	$482K	Sell	6,347 -4,975	-44%	-$382K	0.02%	594
2021 Q4	$935K	Sell	11,322 -155	-1%	-$12.3K	0.04%	400
2021 Q3	$876K	Sell	11,477 -384	-3%	-$29.8K	0.05%	384
2021 Q2	$905K	Sell	11,861 -710	-6%	-$53K	0.06%	352
2021 Q1	$918K	Buy	12,571 +3,290	+35%	+$238K	0.06%	309
2020 Q4	$641K	Sell	9,281 -19	-0.2%	-$1.22K	0.05%	383
2020 Q3	$551K	Buy	+9,300	New	+$545K	0.05%	361

Other funds holding NXTG

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

KAS

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

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

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

Kestra Private Wealth Services's NXTG Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in First Trust Indxx NextG ETF (NXTG) in Q1 2026: 1,829 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in NXTG as recently as Q3 2025.

Kestra Private Wealth Services first reported a position in NXTG in Q3 2020 and has held it in 20 quarters since. The position peaked at $935K in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Kestra Private Wealth Services held 1,829 shares of First Trust Indxx NextG ETF worth $205K as of Q1 2026.
First Trust Indxx NextG ETF was a new Kestra Private Wealth Services position in Q1 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1629 holding.
Kestra Private Wealth Services first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 20 quarters since.
Kestra Private Wealth Services's First Trust Indxx NextG ETF position peaked at $935K in Q4 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.