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

Modern 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	$1.35M	Buy	+8,823	New	+$1.26M	0.02%	454

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

Modern Wealth Management's NXTG Position: Q2 2026 in Review

Modern Wealth Management opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 8,823 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #454 among its holdings.

147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Modern Wealth Management held 8,823 shares of First Trust Indxx NextG ETF worth $1.35M as of Q2 2026.
First Trust Indxx NextG ETF was a new Modern Wealth Management position in Q2 2026.
First Trust Indxx NextG ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #454 holding.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.