Morey & Quinn Wealth Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

Morey & Quinn Wealth Partners’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	$517K	Buy	4,620 +125	+3%	+$14.3K	0.37%	69
2025 Q4	$484K	Sell	4,495 -54	-1%	-$5.78K	0.35%	69
2025 Q3	$471K	Hold	4,549	–	–	0.35%	73
2025 Q2	$443K	Sell	4,549 -254	-5%	-$22.6K	0.35%	75
2025 Q1	$408K	Hold	4,803	–	–	0.34%	75
2024 Q4	$410K	Buy	+4,803	New	+$414K	0.35%	72

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

Morey & Quinn Wealth Partners's NXTG Position: Q1 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Indxx NextG ETF (NXTG) stake by 2.8% in Q1 2026, buying an estimated $14.3K and bringing the position to 4,620 shares worth $517K. The position accounts for 0.37% of the portfolio, ranked #69.

Morey & Quinn Wealth Partners first reported a position in NXTG in Q4 2024 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Morey & Quinn Wealth Partners held 4,620 shares of First Trust Indxx NextG ETF worth $517K as of Q1 2026.
Morey & Quinn Wealth Partners bought 125 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $14.3K.
First Trust Indxx NextG ETF made up 0.37% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #69 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.