PSI Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History

PSI Advisors’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 Q2	–	Sell	-75	Closed	-$6.37K	–	488
2025 Q1	$6.37K	Hold	75	–	–	﹤0.01%	506
2024 Q4	$6.4K	Hold	75	–	–	﹤0.01%	589
2024 Q3	$6.55K	Hold	75	–	–	﹤0.01%	611
2024 Q2	$6.14K	Hold	75	–	–	﹤0.01%	598
2024 Q1	$5.95K	Hold	75	–	–	﹤0.01%	563
2023 Q4	$5.75K	Hold	75	–	–	﹤0.01%	598
2023 Q3	$5.09K	Hold	75	–	–	﹤0.01%	589
2023 Q2	$5.38K	Hold	75	–	–	﹤0.01%	581
2023 Q1	$5.21K	Sell	75 -100	-57%	-$6.63K	﹤0.01%	525
2022 Q4	$10.7K	Hold	175	–	–	0.01%	419
2022 Q3	$10K	Hold	175	–	–	0.01%	434
2022 Q2	$11K	Hold	175	–	–	0.01%	443
2022 Q1	$13K	Sell	175 -40	-19%	-$3.08K	0.01%	438
2021 Q4	$18K	Buy	215 +17	+9%	+$1.35K	0.01%	415
2021 Q3	$15K	Buy	+198	New	+$15.4K	0.01%	430

Other funds holding NXTG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

PSI Advisors's NXTG Position: Q2 2025 in Review

PSI Advisors sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2025, closing a stake of 75 shares — an estimated $6.37K sold.

PSI Advisors first reported a position in NXTG in Q3 2021 and held it in 15 quarters. The position peaked at $18K in Q4 2021. 115 funds tracked by Wall St. Rank hold NXTG as of Q2 2025.

PSI Advisors reported no remaining First Trust Indxx NextG ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 75 First Trust Indxx NextG ETF shares in Q2 2025, an estimated $6.37K.
PSI Advisors first reported a position in First Trust Indxx NextG ETF in Q3 2021 and held it in 15 quarters.
PSI Advisors's First Trust Indxx NextG ETF position peaked at $18K in Q4 2021.
115 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.