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

NewEdge Wealth’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	$1.59M	Sell	14,189 -68	-0.5%	-$7.78K	0.02%	492
2025 Q4	$1.54M	Sell	14,257 -19	-0.1%	-$2.03K	0.02%	521
2025 Q3	$1.54M	Sell	14,276 -29	-0.2%	-$2.89K	0.02%	454
2025 Q2	$1.4M	Sell	14,305 -118	-0.8%	-$10.5K	0.02%	458
2025 Q1	$1.22M	Buy	14,423 +573	+4%	+$50K	0.02%	441
2024 Q4	$1.18M	Sell	13,850 -176	-1%	-$15.2K	0.02%	452
2024 Q3	$1.23M	Sell	14,026 -488	-3%	-$41K	0.02%	434
2024 Q2	$1.19M	Hold	14,514	–	–	0.03%	391
2024 Q1	$1.1M	Sell	14,514 -64	-0.4%	-$4.94K	0.02%	412
2023 Q4	$1.12M	Sell	14,578 -561	-4%	-$39.6K	0.03%	379
2023 Q3	$1.03M	Buy	15,139 +6,116	+68%	+$431K	0.03%	350
2023 Q2	$648K	Buy	+9,023	New	+$624K	0.02%	421

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

NewEdge Wealth's NXTG Position: Q1 2026 in Review

NewEdge Wealth reduced its First Trust Indxx NextG ETF (NXTG) stake by 0.48% in Q1 2026, selling an estimated $7.78K and leaving 14,189 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #492.

NewEdge Wealth first reported a position in NXTG in Q2 2023 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

NewEdge Wealth held 14,189 shares of First Trust Indxx NextG ETF worth $1.59M as of Q1 2026.
NewEdge Wealth sold 68 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $7.78K.
First Trust Indxx NextG ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #492 holding.
NewEdge Wealth first reported a position in First Trust Indxx NextG ETF in Q2 2023 and has held it in 12 quarters since.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.