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&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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's NXTG Position: Q1 2026 in Review

&Partners increased its First Trust Indxx NextG ETF (NXTG) stake by 0.21% in Q1 2026, buying an estimated $457 and bringing the position to 1,905 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

&Partners first reported a position in NXTG in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q3 2025. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • &Partners held 1,905 shares of First Trust Indxx NextG ETF worth $213K as of Q1 2026.
  • &Partners bought 4 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $457.
  • First Trust Indxx NextG ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2212 holding.
  • &Partners first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 5 quarters since.
  • &Partners's First Trust Indxx NextG ETF position peaked at $235K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.