NBC Securities’s First Trust Indxx NextG ETF NXTG Stock Holding History

NBC Securities’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	$490K	Sell	4,374 -119	-3%	-$13.6K	0.04%	519
2025 Q4	$484K	Buy	4,493 +556	+14%	+$59.5K	0.04%	511
2025 Q3	$408K	Buy	3,937 +75	+2%	+$7.48K	0.03%	574
2025 Q2	$375K	Sell	3,862 -61	-2%	-$5.42K	0.03%	602
2025 Q1	$332K	Buy	3,923 +3,918	+78,360%	+$342K	0.03%	592
2024 Q4	$446	Sell	5 -5,552	-100%	-$478K	0.04%	486
2024 Q3	$485K	Sell	5,557 -386	-6%	-$32.4K	0.04%	471
2024 Q2	$486K	Sell	5,943 -1,171	-16%	-$92K	0.04%	447
2024 Q1	$563K	Sell	7,114 -645	-8%	-$49.8K	0.05%	402
2023 Q4	$595K	Sell	7,759 -821	-10%	-$58K	0.06%	352
2023 Q3	$582K	Buy	+8,580	New	+$604K	0.06%	336

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

NBC Securities's NXTG Position: Q1 2026 in Review

NBC Securities reduced its First Trust Indxx NextG ETF (NXTG) stake by 2.6% in Q1 2026, selling an estimated $13.6K and leaving 4,374 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #519.

NBC Securities first reported a position in NXTG in Q3 2023 and has held it in 11 quarters since. The position peaked at $595K in Q4 2023. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

NBC Securities held 4,374 shares of First Trust Indxx NextG ETF worth $490K as of Q1 2026.
NBC Securities sold 119 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $13.6K.
First Trust Indxx NextG ETF made up 0.04% of NBC Securities's portfolio in Q1 2026, its #519 holding.
NBC Securities first reported a position in First Trust Indxx NextG ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's First Trust Indxx NextG ETF position peaked at $595K in Q4 2023.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.