Morgan Stanley’s First Trust Indxx NextG ETF NXTG Stock Holding History

Morgan Stanley’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	$33.3M	Buy	217,390 +3,941	+2%	+$561K	﹤0.01%	2624
2026 Q1	$23.9M	Sell	213,449 -4,513	-2%	-$516K	﹤0.01%	2787
2025 Q4	$23.5M	Buy	217,962 +9,809	+5%	+$1.05M	﹤0.01%	2777
2025 Q3	$21.6M	Buy	208,153 +1,496	+0.7%	+$149K	﹤0.01%	2812
2025 Q2	$20.1M	Sell	206,657 -4,542	-2%	-$404K	﹤0.01%	2802
2025 Q1	$17.9M	Sell	211,199 -27,903	-12%	-$2.44M	﹤0.01%	2799
2024 Q4	$20.4M	Sell	239,102 -1,523	-0.6%	-$131K	﹤0.01%	2742
2024 Q3	$21M	Sell	240,625 -6,764	-3%	-$568K	﹤0.01%	2753
2024 Q2	$20.3M	Sell	247,389 -2,569	-1%	-$202K	﹤0.01%	2653
2024 Q1	$19.8M	Sell	249,958 -11,934	-5%	-$921K	﹤0.01%	2702
2023 Q4	$20.1M	Sell	261,892 -19,468	-7%	-$1.38M	﹤0.01%	2681
2023 Q3	$19.1M	Sell	281,360 -71,786	-20%	-$5.05M	﹤0.01%	2501
2023 Q2	$25.3M	Sell	353,146 -18,500	-5%	-$1.28M	﹤0.01%	2227
2023 Q1	$25.8M	Sell	371,646 -25,415	-6%	-$1.69M	﹤0.01%	2156
2022 Q4	$24.2M	Sell	397,061 -66,289	-14%	-$3.97M	﹤0.01%	2156
2022 Q3	$25.8M	Sell	463,350 -80,028	-15%	-$5.13M	﹤0.01%	1922
2022 Q2	$35M	Sell	543,378 -58,604	-10%	-$4.08M	﹤0.01%	1691
2022 Q1	$45.8M	Sell	601,982 -104,863	-15%	-$8.06M	0.01%	1362
2021 Q4	$58.4M	Sell	706,845 -157	-0%	-$12.5K	0.01%	1228
2021 Q3	$54M	Buy	707,002 +23,691	+3%	+$1.84M	0.01%	1245
2021 Q2	$52.2M	Buy	683,311 +19,767	+3%	+$1.48M	0.01%	1278
2021 Q1	$48.5M	Buy	663,544 +95,417	+17%	+$6.91M	0.01%	1199
2020 Q4	$39.3M	Buy	568,127 +107,824	+23%	+$6.9M	0.01%	1271
2020 Q3	$27.3M	Buy	460,303 +87,481	+23%	+$5.12M	0.01%	1255
2020 Q2	$20.3M	Buy	372,822 +93,276	+33%	+$4.82M	﹤0.01%	1388
2020 Q1	$13M	Buy	279,546 +191,691	+218%	+$10.1M	﹤0.01%	1579
2019 Q4	$4.82M	Buy	87,855 +21,152	+32%	+$1.11M	﹤0.01%	3242
2019 Q3	$3.36M	Buy	66,703 +19,022	+40%	+$948K	﹤0.01%	3303
2019 Q2	$2.35M	Buy	+47,681	New	+$2.29M	﹤0.01%	3654

Other funds holding NXTG

LPL Financial San Diego, California $445B AUM 25.58% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley's NXTG Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Indxx NextG ETF (NXTG) stake by 1.8% in Q2 2026, buying an estimated $561K and bringing the position to 217,390 shares worth $33.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Morgan Stanley first reported a position in NXTG in Q2 2019 and has held it in 29 quarters since. The position peaked at $58.4M in Q4 2021. 146 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Morgan Stanley held 217,390 shares of First Trust Indxx NextG ETF worth $33.3M as of Q2 2026.
Morgan Stanley bought 3,941 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $561K.
First Trust Indxx NextG ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2624 holding.
Morgan Stanley first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 29 quarters since.
Morgan Stanley's First Trust Indxx NextG ETF position peaked at $58.4M in Q4 2021.
146 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.