LPL Financial
NXTG icon

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

LPL Financial’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
Q1 		$23.5M Sell
210,199
-7,204
-3% -$824K 0.01% 1350
2025
Q4 		$23.4M Sell
217,403
-6,667
-3% -$713K 0.01% 1299
2025
Q3 		$23.2M Buy
224,070
+2,828
+1% +$282K 0.01% 1268
2025
Q2 		$21.5M Buy
221,242
+3,548
+2% +$315K 0.01% 1210
2025
Q1 		$18.5M Sell
217,694
-5,432
-2% -$474K 0.01% 1198
2024
Q4 		$19M Buy
223,126
+448
+0.2% +$38.6K 0.01% 1120
2024
Q3 		$19.4M Buy
222,678
+5,123
+2% +$431K 0.01% 1052
2024
Q2 		$17.8M Sell
217,555
-21,163
-9% -$1.66M 0.01% 1021
2024
Q1 		$18.9M Sell
238,718
-2,916
-1% -$225K 0.01% 969
2023
Q4 		$18.5M Sell
241,634
-20,008
-8% -$1.41M 0.01% 917
2023
Q3 		$17.8M Sell
261,642
-16,702
-6% -$1.18M 0.01% 853
2023
Q2 		$20M Buy
278,344
+3,380
+1% +$234K 0.01% 793
2023
Q1 		$19.1M Sell
274,964
-90,556
-25% -$6.01M 0.01% 771
2022
Q4 		$22.3M Sell
365,520
-38,049
-9% -$2.28M 0.02% 669
2022
Q3 		$22.5M Sell
403,569
-22,181
-5% -$1.42M 0.02% 598
2022
Q2 		$27.4M Sell
425,750
-31,889
-7% -$2.22M 0.03% 517
2022
Q1 		$34.8M Sell
457,639
-8,074
-2% -$621K 0.03% 467
2021
Q4 		$38.5M Buy
465,713
+8,529
+2% +$679K 0.03% 429
2021
Q3 		$34.9M Buy
457,184
+49,720
+12% +$3.86M 0.03% 421
2021
Q2 		$31.1M Buy
407,464
+24,609
+6% +$1.84M 0.03% 439
2021
Q1 		$28M Buy
382,855
+57,389
+18% +$4.15M 0.03% 428
2020
Q4 		$22.5M Buy
325,466
+114,237
+54% +$7.31M 0.03% 431
2020
Q3 		$12.5M Buy
211,229
+36,735
+21% +$2.15M 0.02% 549
2020
Q2 		$9.5M Buy
174,494
+79,042
+83% +$4.09M 0.02% 604
2020
Q1 		$4.45M Buy
95,452
+48,207
+102% +$2.53M 0.01% 795
2019
Q4 		$2.59M Buy
47,245
+17,904
+61% +$943K ﹤0.01% 1190
2019
Q3 		$1.48M Buy
29,341
+6,697
+30% +$334K ﹤0.01% 1466
2019
Q2 		$1.11M Buy
+22,644
New +$1.09M ﹤0.01% 1652

Other funds holding NXTG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial's NXTG Position: Q1 2026 in Review

LPL Financial reduced its First Trust Indxx NextG ETF (NXTG) stake by 3.3% in Q1 2026, selling an estimated $824K and leaving 210,199 shares worth $23.5M. The position accounts for 0.01% of the portfolio, ranked #1350.

LPL Financial first reported a position in NXTG in Q2 2019 and has held it in 28 quarters since. The position peaked at $38.5M in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • LPL Financial held 210,199 shares of First Trust Indxx NextG ETF worth $23.5M as of Q1 2026.
  • LPL Financial sold 7,204 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $824K.
  • First Trust Indxx NextG ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1350 holding.
  • LPL Financial first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 28 quarters since.
  • LPL Financial's First Trust Indxx NextG ETF position peaked at $38.5M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.