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 Q2	$648K	Sell	4,226 -148	-3%	-$21.1K	0.04%	445
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

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

NBC Securities's NXTG Position: Q2 2026 in Review

NBC Securities reduced its First Trust Indxx NextG ETF (NXTG) stake by 3.4% in Q2 2026, selling an estimated $21.1K and leaving 4,226 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #445.

NBC Securities first reported a position in NXTG in Q3 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

NBC Securities held 4,226 shares of First Trust Indxx NextG ETF worth $648K as of Q2 2026.
NBC Securities sold 148 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $21.1K.
First Trust Indxx NextG ETF made up 0.04% of NBC Securities's portfolio in Q2 2026, its #445 holding.
NBC Securities first reported a position in First Trust Indxx NextG ETF in Q3 2023 and has held it in 12 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.