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Moors & Cabot’s First Trust Indxx NextG ETF NXTG Stock Holding History

Moors & Cabot’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 		$562K Sell
5,018
-519
-9% -$59.4K 0.02% 517
2025
Q4 		$597K Sell
5,537
-247
-4% -$26.4K 0.03% 497
2025
Q3 		$599K Sell
5,784
-199
-3% -$19.8K 0.03% 475
2025
Q2 		$582K Sell
5,983
-99
-2% -$8.8K 0.03% 473
2025
Q1 		$516K Sell
6,082
-161
-3% -$14.1K 0.03% 475
2024
Q4 		$532K Buy
6,243
+1
+0% +$86 0.03% 487
2024
Q3 		$545K Sell
6,242
-69
-1% -$5.8K 0.03% 474
2024
Q2 		$517K Sell
6,311
-501
-7% -$39.3K 0.03% 474
2024
Q1 		$540K Buy
6,812
+161
+2% +$12.4K 0.03% 470
2023
Q4 		$510K Buy
6,651
+2
+0% +$141 0.03% 458
2023
Q3 		$451K Sell
6,649
-619
-9% -$43.6K 0.03% 466
2023
Q2 		$522K Buy
7,268
+46
+0.6% +$3.18K 0.03% 440
2023
Q1 		$502K Sell
7,222
-65
-0.9% -$4.31K 0.03% 434
2022
Q4 		$444K Sell
7,287
-439
-6% -$26.3K 0.03% 461
2022
Q3 		$430K Buy
7,726
+157
+2% +$10.1K 0.03% 439
2022
Q2 		$488K Buy
7,569
+576
+8% +$40.1K 0.04% 422
2022
Q1 		$531K Sell
6,993
-104
-1% -$7.99K 0.03% 452
2021
Q4 		$586K Buy
7,097
+1,118
+19% +$89K 0.04% 414
2021
Q3 		$458K Sell
5,979
-200
-3% -$15.5K 0.03% 464
2021
Q2 		$472K Sell
6,179
-199
-3% -$14.9K 0.03% 436
2021
Q1 		$470K Buy
6,378
+300
+5% +$21.7K 0.04% 403
2020
Q4 		$423K Buy
6,078
+21
+0.3% +$1.34K 0.04% 420
2020
Q3 		$359K Sell
6,057
-350
-5% -$20.5K 0.03% 420
2020
Q2 		$350K Buy
6,407
+501
+8% +$25.9K 0.04% 403
2020
Q1 		$272K Sell
5,906
-300
-5% -$15.8K 0.04% 404
2019
Q4 		$339K Buy
+6,206
New +$327K 0.03% 433

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Moors & Cabot's NXTG Position: Q1 2026 in Review

Moors & Cabot reduced its First Trust Indxx NextG ETF (NXTG) stake by 9.4% in Q1 2026, selling an estimated $59.4K and leaving 5,018 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #517.

Moors & Cabot first reported a position in NXTG in Q4 2019 and has held it in 26 quarters since. The position peaked at $599K in Q3 2025. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Moors & Cabot held 5,018 shares of First Trust Indxx NextG ETF worth $562K as of Q1 2026.
  • Moors & Cabot sold 519 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $59.4K.
  • First Trust Indxx NextG ETF made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #517 holding.
  • Moors & Cabot first reported a position in First Trust Indxx NextG ETF in Q4 2019 and has held it in 26 quarters since.
  • Moors & Cabot's First Trust Indxx NextG ETF position peaked at $599K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.