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

Sequoia Financial 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
2026 Q2	$239K	Buy	+1,556	New	+$221K	﹤0.01%	1849

Other funds holding NXTG

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sequoia Financial Advisors's NXTG Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 1,556 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1849 among its holdings.

14 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Sequoia Financial Advisors held 1,556 shares of First Trust Indxx NextG ETF worth $239K as of Q2 2026.
First Trust Indxx NextG ETF was a new Sequoia Financial Advisors position in Q2 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1849 holding.
14 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.