Proactive Wealth Strategies
NXTG icon

Proactive Wealth Strategies’s First Trust Indxx NextG ETF NXTG Stock Holding History

Proactive Wealth Strategies’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
Q3 		$1.99M Buy
12,938
+43
+0.3% +$6.5K 0.31% 77
2026
Q2 		$1.98M Buy
12,895
+437
+4% +$62.2K 0.32% 81
2026
Q1 		$1.39M Buy
12,458
+6,043
+94% +$691K 0.26% 89
2025
Q4 		$691K Sell
6,415
-54
-0.8% -$5.78K 0.27% 83
2025
Q3 		$670K Buy
6,469
+31
+0.5% +$3.09K 0.29% 77
2025
Q2 		$626K Sell
6,438
-1,537
-19% -$137K 0.3% 78
2025
Q1 		$677K Buy
7,975
+492
+7% +$42.9K 0.36% 70
2024
Q4 		$638K Buy
7,483
+59
+0.8% +$5.08K 0.33% 71
2024
Q3 		$648K Buy
+7,424
New +$624K 0.36% 67

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Proactive Wealth Strategies's NXTG Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Indxx NextG ETF (NXTG) stake by 0.33% in Q3 2026, buying an estimated $6.5K and bringing the position to 12,938 shares worth $1.99M. The position accounts for 0.31% of the portfolio, ranked #77.

Proactive Wealth Strategies first reported a position in NXTG in Q3 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • Proactive Wealth Strategies held 12,938 shares of First Trust Indxx NextG ETF worth $1.99M as of Q3 2026.
  • Proactive Wealth Strategies bought 43 First Trust Indxx NextG ETF shares in Q3 2026, an estimated $6.5K.
  • First Trust Indxx NextG ETF made up 0.31% of Proactive Wealth Strategies's portfolio in Q3 2026, its #77 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Indxx NextG ETF in Q3 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.