NewEdge Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

NewEdge 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	$3.03M	Sell	19,731 -176	-0.9%	-$25K	0.01%	1003
2026 Q1	$2.23M	Buy	19,907 +87	+0.4%	+$9.95K	0.01%	1053
2025 Q4	$2.14M	Buy	19,820 +53	+0.3%	+$5.67K	0.01%	1042
2025 Q3	$2.05M	Sell	19,767 -483	-2%	-$48.2K	0.01%	1001
2025 Q2	$1.97M	Sell	20,250 -83	-0.4%	-$7.38K	0.01%	942
2025 Q1	$1.73M	Sell	20,333 -976	-5%	-$85.2K	0.01%	919
2024 Q4	$1.82M	Buy	21,309 +184	+0.9%	+$15.8K	0.01%	868
2024 Q3	$1.85M	Sell	21,125 -145	-0.7%	-$12.2K	0.01%	830
2024 Q2	$1.74M	Sell	21,270 -926	-4%	-$72.7K	0.01%	820
2024 Q1	$1.76M	Buy	22,196 +2,404	+12%	+$185K	0.02%	745
2023 Q4	$1.52M	Sell	19,792 -1,779	-8%	-$126K	0.01%	764
2023 Q3	$1.46M	Buy	21,571 +118	+0.6%	+$8.31K	0.02%	706
2023 Q2	$1.54M	Sell	21,453 -2,941	-12%	-$203K	0.02%	688
2023 Q1	$1.7M	Sell	24,394 -4,248	-15%	-$282K	0.02%	587
2022 Q4	$1.73M	Buy	+28,642	New	+$1.71M	0.05%	356

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

NewEdge Advisors's NXTG Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Indxx NextG ETF (NXTG) stake by 0.88% in Q2 2026, selling an estimated $25K and leaving 19,731 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #1003.

NewEdge Advisors first reported a position in NXTG in Q4 2022 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

NewEdge Advisors held 19,731 shares of First Trust Indxx NextG ETF worth $3.03M as of Q2 2026.
NewEdge Advisors sold 176 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $25K.
First Trust Indxx NextG ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1003 holding.
NewEdge Advisors first reported a position in First Trust Indxx NextG ETF in Q4 2022 and has held it in 15 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

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