Mount Yale Investment Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

Mount Yale Investment 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 Q2	$287K	Buy	1,873 +4	+0.2%	+$569	0.01%	992
2026 Q1	$209K	Buy	+1,869	New	+$214K	﹤0.01%	1043

Other funds holding NXTG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Mount Yale Investment Advisors's NXTG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Trust Indxx NextG ETF (NXTG) stake by 0.21% in Q2 2026, buying an estimated $569 and bringing the position to 1,873 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #992.

Mount Yale Investment Advisors first reported a position in NXTG in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Mount Yale Investment Advisors held 1,873 shares of First Trust Indxx NextG ETF worth $287K as of Q2 2026.
Mount Yale Investment Advisors bought 4 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $569.
First Trust Indxx NextG ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #992 holding.
Mount Yale Investment Advisors first reported a position in First Trust Indxx NextG ETF in Q1 2026 and has held it in 2 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.