Marks Group Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Marks Group Wealth Management’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	$613K	Hold	4,000	–	–	0.05%	251
2026 Q1	$448K	Hold	4,000	–	–	0.04%	258
2025 Q4	$431K	Hold	4,000	–	–	0.04%	248
2025 Q3	$414K	Hold	4,000	–	–	0.04%	236
2025 Q2	$389K	Hold	4,000	–	–	0.04%	246
2025 Q1	$339K	Hold	4,000	–	–	0.03%	268
2024 Q4	$341K	Hold	4,000	–	–	0.03%	246
2024 Q3	$349K	Hold	4,000	–	–	0.03%	246
2024 Q2	$328K	Hold	4,000	–	–	0.03%	250
2024 Q1	$317K	Hold	4,000	–	–	0.03%	260
2023 Q4	$307K	Hold	4,000	–	–	0.04%	261
2023 Q3	$271K	Hold	4,000	–	–	0.03%	249
2023 Q2	$287K	Hold	4,000	–	–	0.03%	252
2023 Q1	$278K	Hold	4,000	–	–	0.04%	252
2022 Q4	$244K	Hold	4,000	–	–	0.03%	254
2022 Q3	$223K	Hold	4,000	–	–	0.03%	253
2022 Q2	$258K	Hold	4,000	–	–	0.04%	257
2022 Q1	$304K	Hold	4,000	–	–	0.04%	268
2021 Q4	$330K	Hold	4,000	–	–	0.04%	264
2021 Q3	$305K	Buy	+4,000	New	+$310K	0.04%	244

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

Marks Group Wealth Management's NXTG Position: Q2 2026 in Review

Marks Group Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 4,000 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #251.

Marks Group Wealth Management first reported a position in NXTG in Q3 2021 and has held it in 20 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Marks Group Wealth Management held 4,000 shares of First Trust Indxx NextG ETF worth $613K as of Q2 2026.
Marks Group Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up 0.05% of Marks Group Wealth Management's portfolio in Q2 2026, its #251 holding.
Marks Group Wealth Management first reported a position in First Trust Indxx NextG ETF in Q3 2021 and has held it in 20 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.