SNB
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Security National Bank’s First Trust Indxx NextG ETF NXTG Stock Holding History

Security National Bank’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 		$9.97K Sell
65
-73
-53% -$10.4K ﹤0.01% 324
2026
Q1 		$15.4K Buy
138
+92
+200% +$10.5K ﹤0.01% 308
2025
Q4 		$4.96K Buy
+46
New +$4.92K ﹤0.01% 330

Other funds holding NXTG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Security National Bank's NXTG Position: Q2 2026 in Review

Security National Bank reduced its First Trust Indxx NextG ETF (NXTG) stake by 53% in Q2 2026, selling an estimated $10.4K and leaving 65 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Security National Bank first reported a position in NXTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.4K in Q1 2026. 14 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Security National Bank held 65 shares of First Trust Indxx NextG ETF worth $9.97K as of Q2 2026.
  • Security National Bank sold 73 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $10.4K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #324 holding.
  • Security National Bank first reported a position in First Trust Indxx NextG ETF in Q4 2025 and has held it in 3 quarters since.
  • Security National Bank's First Trust Indxx NextG ETF position peaked at $15.4K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.