Raymond James Financial
NXTG icon

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
Q2 		$19.3M Buy
125,753
+34,417
+38% +$4.9M 0.01% 1588
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial's NXTG Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Indxx NextG ETF (NXTG) stake by 38% in Q2 2026, buying an estimated $4.9M and bringing the position to 125,753 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #1588.

Raymond James Financial first reported a position in NXTG in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Raymond James Financial held 125,753 shares of First Trust Indxx NextG ETF worth $19.3M as of Q2 2026.
  • Raymond James Financial bought 34,417 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $4.9M.
  • First Trust Indxx NextG ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1588 holding.
  • Raymond James Financial first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.