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Kraft Davis & Associates’s First Trust Indxx NextG ETF NXTG Stock Holding History

Kraft Davis & Associates’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 		$323K Buy
2,174
+15
+0.7% +$2.13K 0.07% 117
2026
Q1 		$291K Sell
2,159
-9
-0.4% -$1.03K 0.06% 120
2025
Q4 		$238K Buy
2,168
+9
+0.4% +$963 0.05% 137
2025
Q3 		$230K Hold
2,159
– – 0.06% 132
2025
Q2 		$209K Buy
+2,159
New +$192K 0.06% 135

Other funds holding NXTG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Kraft Davis & Associates's NXTG Position: Q2 2026 in Review

Kraft Davis & Associates increased its First Trust Indxx NextG ETF (NXTG) stake by 0.69% in Q2 2026, buying an estimated $2.13K and bringing the position to 2,174 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #117.

Kraft Davis & Associates first reported a position in NXTG in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Kraft Davis & Associates held 2,174 shares of First Trust Indxx NextG ETF worth $323K as of Q2 2026.
  • Kraft Davis & Associates bought 15 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $2.13K.
  • First Trust Indxx NextG ETF made up 0.07% of Kraft Davis & Associates's portfolio in Q2 2026, its #117 holding.
  • Kraft Davis & Associates first reported a position in First Trust Indxx NextG ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.