Raymond James Financial’s First Trust Indxx NextG ETF NXTG Stock Holding History

Raymond James Financial’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	$10.2M	Sell	91,336 -39,875	-30%	-$4.56M	﹤0.01%	2000
2025 Q4	$14.1M	Buy	131,211 +982	+0.8%	+$105K	﹤0.01%	1694
2025 Q3	$13.5M	Buy	130,229 +46,139	+55%	+$4.6M	﹤0.01%	1692
2025 Q2	$8.18M	Buy	84,090 +198	+0.2%	+$17.6K	﹤0.01%	2024
2025 Q1	$7.12M	Buy	83,892 +1,038	+1%	+$90.6K	﹤0.01%	2064
2024 Q4	$7.07M	Buy	+82,854	New	+$7.14M	﹤0.01%	2094

Other funds holding NXTG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial's NXTG Position: Q1 2026 in Review

Raymond James Financial reduced its First Trust Indxx NextG ETF (NXTG) stake by 30% in Q1 2026, selling an estimated $4.56M and leaving 91,336 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Raymond James Financial first reported a position in NXTG in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1M in Q4 2025. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Raymond James Financial held 91,336 shares of First Trust Indxx NextG ETF worth $10.2M as of Q1 2026.
Raymond James Financial sold 39,875 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $4.56M.
First Trust Indxx NextG ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2000 holding.
Raymond James Financial first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's First Trust Indxx NextG ETF position peaked at $14.1M in Q4 2025.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.