MONECO Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

MONECO Advisors’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	$235K	Hold	2,100	–	–	0.02%	464
2025 Q4	$226K	Hold	2,100	–	–	0.02%	456
2025 Q3	$218K	Hold	2,100	–	–	0.02%	462
2025 Q2	$204K	Buy	+2,100	New	+$187K	0.02%	457
2024 Q4	–	Sell	-3,000	Closed	-$262K	–	482
2024 Q3	$262K	Hold	3,000	–	–	0.03%	373
2024 Q2	$246K	Buy	+3,000	New	+$236K	0.04%	359

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MONECO Advisors's NXTG Position: Q1 2026 in Review

MONECO Advisors held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 2,100 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #464.

MONECO Advisors first reported a position in NXTG in Q2 2024 and has held it in 6 quarters since. The position peaked at $262K in Q3 2024. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

MONECO Advisors held 2,100 shares of First Trust Indxx NextG ETF worth $235K as of Q1 2026.
MONECO Advisors left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #464 holding.
MONECO Advisors first reported a position in First Trust Indxx NextG ETF in Q2 2024 and has held it in 6 quarters since.
MONECO Advisors's First Trust Indxx NextG ETF position peaked at $262K in Q3 2024.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.