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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
Q2 		$280K Hold
1,829
– – ﹤0.01% 1527
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

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Private Wealth Services's NXTG Position: Q2 2026 in Review

Kestra Private Wealth Services held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 1,829 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Kestra Private Wealth Services first reported a position in NXTG in Q3 2020 and has held it in 21 quarters since. The position peaked at $935K in Q4 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Kestra Private Wealth Services held 1,829 shares of First Trust Indxx NextG ETF worth $280K as of Q2 2026.
  • Kestra Private Wealth Services left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1527 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's First Trust Indxx NextG ETF position peaked at $935K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

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