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Kingswood Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Kingswood Wealth Advisors’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
-2,441
Closed -$207K – 778
2025
Q1 		$207K Sell
2,441
-175
-7% -$15.3K 0.02% 676
2024
Q4 		$223K Buy
2,616
+77
+3% +$6.63K 0.02% 705
2024
Q3 		$222K Buy
+2,539
New +$213K 0.02% 646
2024
Q2 		– Sell
-2,539
Closed -$201K – 700
2024
Q1 		$201K Buy
+2,539
New +$196K 0.02% 577

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingswood Wealth Advisors's NXTG Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2025, closing a stake of 2,441 shares — an estimated $207K sold.

Kingswood Wealth Advisors first reported a position in NXTG in Q1 2024 and held it in 4 quarters. The position peaked at $223K in Q4 2024. 115 funds tracked by Wall St. Rank hold NXTG as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining First Trust Indxx NextG ETF position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,441 First Trust Indxx NextG ETF shares in Q2 2025, an estimated $207K.
  • Kingswood Wealth Advisors first reported a position in First Trust Indxx NextG ETF in Q1 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's First Trust Indxx NextG ETF position peaked at $223K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.