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 Q2	$269K	Buy	+1,756	New	+$250K	0.11%	80
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

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

Prepared Retirement Institute's NXTG Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 1,756 shares worth $269K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Prepared Retirement Institute previously reported a position in NXTG as recently as Q4 2025.

Prepared Retirement Institute first reported a position in NXTG in Q4 2023 and has held it in 5 quarters since. The position peaked at $327K in Q4 2023. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Prepared Retirement Institute held 1,756 shares of First Trust Indxx NextG ETF worth $269K as of Q2 2026.
First Trust Indxx NextG ETF was a new Prepared Retirement Institute position in Q2 2026.
First Trust Indxx NextG ETF made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #80 holding.
Prepared Retirement Institute first reported a position in First Trust Indxx NextG ETF in Q4 2023 and has held it in 5 quarters since.
Prepared Retirement Institute's First Trust Indxx NextG ETF position peaked at $327K in Q4 2023.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.