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 Q1	$209K	Buy	+1,869	New	+$214K	﹤0.01%	1043

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 $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Mount Yale Investment Advisors's NXTG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust Indxx NextG ETF (NXTG) in Q1 2026: 1,869 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Mount Yale Investment Advisors held 1,869 shares of First Trust Indxx NextG ETF worth $209K as of Q1 2026.
First Trust Indxx NextG ETF was a new Mount Yale Investment Advisors position in Q1 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1043 holding.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.