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Prepared Retirement Institute’s First Trust Indxx NextG ETF NXTG Stock Holding History

Prepared Retirement Institute’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 		– Sell
-2,150
Closed -$232K – 82
2025
Q4 		$232K Buy
2,150
+5
+0.2% +$535 0.12% 77
2025
Q3 		$222K Buy
2,145
+5
+0.2% +$498 0.12% 78
2025
Q2 		$208K Buy
+2,140
New +$190K 0.12% 86
2024
Q1 		– Sell
-4,258
Closed -$327K – 77
2023
Q4 		$327K Buy
+4,258
New +$301K 0.24% 57

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

Prepared Retirement Institute's NXTG Position: Q1 2026 in Review

Prepared Retirement Institute sold out of First Trust Indxx NextG ETF (NXTG) in Q1 2026, closing a stake of 2,150 shares — an estimated $232K sold.

Prepared Retirement Institute first reported a position in NXTG in Q4 2023 and held it in 4 quarters. The position peaked at $327K in Q4 2023. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Prepared Retirement Institute reported no remaining First Trust Indxx NextG ETF position as of Q1 2026 after selling out during the quarter.
  • Prepared Retirement Institute sold 2,150 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $232K.
  • Prepared Retirement Institute first reported a position in First Trust Indxx NextG ETF in Q4 2023 and held it in 4 quarters.
  • Prepared Retirement Institute's First Trust Indxx NextG ETF position peaked at $327K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.