New England Capital Financial Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

New England Capital Financial 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	$40.5K	Buy	264 +1	+0.4%	+$142	0.01%	151
2026 Q1	$29.4K	Buy	263 +1	+0.4%	+$114	0.01%	160
2025 Q4	$28.3K	Buy	262 +1	+0.4%	+$107	0.01%	171
2025 Q3	$27K	Buy	261 +1	+0.4%	+$100	0.01%	166
2025 Q2	$25.3K	Buy	260 +2	+0.8%	+$178	0.01%	166
2025 Q1	$21.9K	Hold	258	–	–	0.01%	170
2024 Q4	$22K	Buy	258 +1	+0.4%	+$86	0.01%	171
2024 Q3	$22.4K	Buy	257 +1	+0.4%	+$84	0.01%	169
2024 Q2	$20.9K	Buy	256 +2	+0.8%	+$157	0.01%	172
2024 Q1	$20.2K	Hold	254	–	–	0.01%	176
2023 Q4	$19.5K	Buy	254 +2	+0.8%	+$141	0.01%	174
2023 Q3	$17.1K	Buy	252 +2	+0.8%	+$141	0.01%	180
2023 Q2	$18K	Buy	250 +1	+0.4%	+$69	0.01%	177
2023 Q1	$17.3K	Buy	249 +1	+0.4%	+$66	0.01%	192
2022 Q4	$16.2K	Buy	+248	New	+$14.8K	0.01%	205

Other funds holding NXTG

LPL Financial San Diego, California $445B AUM 25.58% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

New England Capital Financial Advisors's NXTG Position: Q2 2026 in Review

New England Capital Financial Advisors increased its First Trust Indxx NextG ETF (NXTG) stake by 0.38% in Q2 2026, buying an estimated $142 and bringing the position to 264 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #151.

New England Capital Financial Advisors first reported a position in NXTG in Q4 2022 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

New England Capital Financial Advisors held 264 shares of First Trust Indxx NextG ETF worth $40.5K as of Q2 2026.
New England Capital Financial Advisors bought 1 First Trust Indxx NextG ETF share in Q2 2026, an estimated $142.
First Trust Indxx NextG ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #151 holding.
New England Capital Financial Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2022 and has held it in 15 quarters since.
80 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.