&Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

&Partners’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	$293K	Buy	1,911 +6	+0.3%	+$854	﹤0.01%	2147
2026 Q1	$213K	Buy	1,905 +4	+0.2%	+$457	﹤0.01%	2212
2025 Q4	$205K	Sell	1,901 -372	-16%	-$39.8K	﹤0.01%	2131
2025 Q3	$235K	Buy	2,273 +166	+8%	+$16.5K	﹤0.01%	1883
2025 Q2	$205K	Buy	+2,107	New	+$187K	﹤0.01%	1825
2025 Q1	–	Sell	-2,336	Closed	-$200K	–	1794
2024 Q4	$200K	Buy	+2,336	New	+$201K	﹤0.01%	1538

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

&Partners's NXTG Position: Q2 2026 in Review

&Partners increased its First Trust Indxx NextG ETF (NXTG) stake by 0.31% in Q2 2026, buying an estimated $854 and bringing the position to 1,911 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

&Partners first reported a position in NXTG in Q4 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

&Partners held 1,911 shares of First Trust Indxx NextG ETF worth $293K as of Q2 2026.
&Partners bought 6 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $854.
First Trust Indxx NextG ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2147 holding.
&Partners first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.