Morgan Stanley
NXTG icon

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
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
-273,826
-52% -$21.1M ﹤0.01% 2702
2023
Q4 		$40.2M Buy
523,784
+242,424
+86% +$17.1M ﹤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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley's NXTG Position: Q1 2026 in Review

Morgan Stanley reduced its First Trust Indxx NextG ETF (NXTG) stake by 2.1% in Q1 2026, selling an estimated $516K and leaving 213,449 shares worth $23.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Morgan Stanley first reported a position in NXTG in Q2 2019 and has held it in 28 quarters since. The position peaked at $58.4M in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Morgan Stanley held 213,449 shares of First Trust Indxx NextG ETF worth $23.9M as of Q1 2026.
  • Morgan Stanley sold 4,513 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $516K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2787 holding.
  • Morgan Stanley first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 28 quarters since.
  • Morgan Stanley's First Trust Indxx NextG ETF position peaked at $58.4M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.