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Principal Securities’s First Trust Indxx NextG ETF NXTG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-95
Closed -$9.84K – 2795
2025
Q3 		$9.84K Hold
95
– – ﹤0.01% 2726
2025
Q2 		$9.24K Sell
95
-9
-9% -$800 ﹤0.01% 2644
2025
Q1 		$8.87K Hold
104
– – ﹤0.01% 2572
2024
Q4 		$8.87K Sell
104
-26
-20% -$2.24K ﹤0.01% 2567
2024
Q3 		$11.4K Hold
130
– – ﹤0.01% 2382
2024
Q2 		$10.7K Buy
130
+48
+59% +$3.77K ﹤0.01% 2355
2024
Q1 		$6.5K Sell
82
-5
-6% -$386 ﹤0.01% 2505
2023
Q4 		$6.68K Buy
+87
New +$6.15K ﹤0.01% 2421

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities's NXTG Position: Q4 2025 in Review

Principal Securities sold out of First Trust Indxx NextG ETF (NXTG) in Q4 2025, closing a stake of 95 shares — an estimated $9.84K sold.

Principal Securities first reported a position in NXTG in Q4 2023 and held it in 8 quarters. The position peaked at $11.4K in Q3 2024. 123 funds tracked by Wall St. Rank hold NXTG as of Q4 2025.

  • Principal Securities reported no remaining First Trust Indxx NextG ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 95 First Trust Indxx NextG ETF shares in Q4 2025, an estimated $9.84K.
  • Principal Securities first reported a position in First Trust Indxx NextG ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Indxx NextG ETF position peaked at $11.4K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.