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

Kovack 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
2026 Q2	$266K	Buy	+1,764	New	+$251K	0.01%	863
2023 Q3	–	Sell	-4,073	Closed	-$292K	–	592
2023 Q2	$292K	Sell	4,073 -4,714	-54%	-$326K	0.04%	422
2023 Q1	$611K	Buy	8,787 +15	+0.2%	+$995	0.08%	250
2022 Q4	$535K	Buy	8,772 +1	+0%	+$60	0.08%	269
2022 Q3	$488K	Buy	8,771 +84	+1%	+$5.38K	0.07%	286
2022 Q2	$560K	Sell	8,687 -298	-3%	-$20.8K	0.07%	286
2022 Q1	$682K	Buy	8,985 +48	+0.5%	+$3.69K	0.07%	308
2021 Q4	$738K	Buy	8,937 +623	+7%	+$49.6K	0.07%	298
2021 Q3	$634K	Buy	8,314 +1,543	+23%	+$120K	0.07%	317
2021 Q2	$517K	Buy	6,771 +253	+4%	+$18.9K	0.06%	346
2021 Q1	$476K	Buy	+6,518	New	+$472K	0.06%	320

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Kovack Advisors's NXTG Position: Q2 2026 in Review

Kovack Advisors opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 1,764 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in NXTG as recently as Q2 2023.

Kovack Advisors first reported a position in NXTG in Q1 2021 and has held it in 11 quarters since. The position peaked at $738K in Q4 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Kovack Advisors held 1,764 shares of First Trust Indxx NextG ETF worth $266K as of Q2 2026.
First Trust Indxx NextG ETF was a new Kovack Advisors position in Q2 2026.
First Trust Indxx NextG ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #863 holding.
Kovack Advisors first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 11 quarters since.
Kovack Advisors's First Trust Indxx NextG ETF position peaked at $738K in Q4 2021.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.