Larson Financial Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Larson Financial Group’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	$26.5K	Sell	173 -26	-13%	-$3.7K	﹤0.01%	1845
2026 Q1	$22.3K	Hold	199	–	–	﹤0.01%	1780
2025 Q4	$21.4K	Buy	199 +1	+0.5%	+$107	﹤0.01%	1683
2025 Q3	$20.5K	Sell	198 -19	-9%	-$1.89K	﹤0.01%	1633
2025 Q2	$21.1K	Sell	217 -106	-33%	-$9.43K	﹤0.01%	1469
2025 Q1	$27.4K	Hold	323	–	–	﹤0.01%	1246
2024 Q4	$27.6K	Buy	323 +2	+0.6%	+$172	﹤0.01%	1096
2024 Q3	$28.1K	Buy	321 +1	+0.3%	+$84	﹤0.01%	1089
2024 Q2	$26.2K	Sell	320 -24	-7%	-$1.89K	﹤0.01%	980
2024 Q1	$27.3K	Buy	344 +1	+0.3%	+$77	﹤0.01%	825
2023 Q4	$26.3K	Hold	343	–	–	﹤0.01%	784
2023 Q3	$23.2K	Hold	343	–	–	﹤0.01%	775
2023 Q2	$24.6K	Sell	343 -164	-32%	-$11.3K	﹤0.01%	684
2023 Q1	$35.2K	Hold	507	–	–	﹤0.01%	618
2022 Q4	$30.9K	Buy	507 +9	+2%	+$539	﹤0.01%	604
2022 Q3	$28K	Buy	498 +1	+0.2%	+$64	﹤0.01%	558
2022 Q2	$32K	Sell	497 -199	-29%	-$13.9K	0.01%	461
2022 Q1	$53K	Buy	696 +200	+40%	+$15.4K	0.01%	366
2021 Q4	$41K	Buy	+496	New	+$39.5K	0.01%	412

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

Larson Financial Group's NXTG Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Indxx NextG ETF (NXTG) stake by 13% in Q2 2026, selling an estimated $3.7K and leaving 173 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Larson Financial Group first reported a position in NXTG in Q4 2021 and has held it in 19 quarters since. The position peaked at $53K in Q1 2022. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Larson Financial Group held 173 shares of First Trust Indxx NextG ETF worth $26.5K as of Q2 2026.
Larson Financial Group sold 26 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $3.7K.
First Trust Indxx NextG ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1845 holding.
Larson Financial Group first reported a position in First Trust Indxx NextG ETF in Q4 2021 and has held it in 19 quarters since.
Larson Financial Group's First Trust Indxx NextG ETF position peaked at $53K in Q1 2022.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.