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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Proactive Wealth Strategies's NXTG Position: Q1 2026 in Review

Proactive Wealth Strategies increased its First Trust Indxx NextG ETF (NXTG) stake by 94% in Q1 2026, buying an estimated $691K and bringing the position to 12,458 shares worth $1.39M. The position accounts for 0.26% of the portfolio, ranked #89.

Proactive Wealth Strategies first reported a position in NXTG in Q3 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Proactive Wealth Strategies held 12,458 shares of First Trust Indxx NextG ETF worth $1.39M as of Q1 2026.
Proactive Wealth Strategies bought 6,043 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $691K.
First Trust Indxx NextG ETF made up 0.26% of Proactive Wealth Strategies's portfolio in Q1 2026, its #89 holding.
Proactive Wealth Strategies first reported a position in First Trust Indxx NextG ETF in Q3 2024 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.