Merit Financial Group
NXTG icon

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

Merit 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
Q3 		$240K Buy
1,559
+5
+0.3% +$755 ﹤0.01% 2068
2026
Q2 		$238K Buy
+1,554
New +$221K ﹤0.01% 1981

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group's NXTG Position: Q3 2026 in Review

Merit Financial Group increased its First Trust Indxx NextG ETF (NXTG) stake by 0.32% in Q3 2026, buying an estimated $755 and bringing the position to 1,559 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Merit Financial Group first reported a position in NXTG in Q2 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • Merit Financial Group held 1,559 shares of First Trust Indxx NextG ETF worth $240K as of Q3 2026.
  • Merit Financial Group bought 5 First Trust Indxx NextG ETF shares in Q3 2026, an estimated $755.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2068 holding.
  • Merit Financial Group first reported a position in First Trust Indxx NextG ETF in Q2 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.