Sigma Planning Corp’s First Trust Indxx NextG ETF NXTG Stock Holding History

Sigma Planning Corp’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	$1.29M	Sell	11,546 -39	-0.3%	-$4.46K	0.04%	473
2025 Q4	$1.25M	Buy	11,585 +547	+5%	+$58.5K	0.03%	468
2025 Q3	$1.14M	Sell	11,038 -6,362	-37%	-$634K	0.03%	474
2025 Q2	$1.69M	Buy	17,400 +95	+0.5%	+$8.45K	0.05%	349
2025 Q1	$1.47M	Buy	17,305 +3,242	+23%	+$283K	0.05%	367
2024 Q4	$1.2M	Buy	14,063 +9	+0.1%	+$775	0.04%	430
2024 Q3	$1.23M	Sell	14,054 -29	-0.2%	-$2.44K	0.04%	433
2024 Q2	$1.15M	Sell	14,083 -726	-5%	-$57K	0.04%	437
2024 Q1	$1.17M	Buy	14,809 +4,584	+45%	+$354K	0.04%	456
2023 Q4	$785K	Sell	10,225 -6,469	-39%	-$457K	0.06%	321
2023 Q3	$1.13M	Sell	16,694 -1,125	-6%	-$79.2K	0.04%	419
2023 Q2	$1.28M	Sell	17,819 -11,472	-39%	-$793K	0.05%	386
2023 Q1	$2.04M	Sell	29,291 -929	-3%	-$61.6K	0.07%	294
2022 Q4	$1.84M	Buy	30,220 +9,417	+45%	+$564K	0.07%	298
2022 Q3	$1.16M	Sell	20,803 -632	-3%	-$40.5K	0.04%	401
2022 Q2	$1.38M	Buy	21,435 +317	+2%	+$22.1K	0.05%	361
2022 Q1	$1.6M	Sell	21,118 -311	-1%	-$23.9K	0.05%	369
2021 Q4	$1.77M	Buy	21,429 +729	+4%	+$58K	0.05%	358
2021 Q3	$1.58M	Buy	20,700 +34	+0.2%	+$2.64K	0.05%	394
2021 Q2	$1.58M	Buy	20,666 +5,533	+37%	+$413K	0.05%	395
2021 Q1	$1.11M	Buy	15,133 +7,904	+109%	+$572K	0.04%	466
2020 Q4	$500K	Buy	7,229 +3,059	+73%	+$196K	0.02%	695
2020 Q3	$247K	Buy	+4,170	New	+$244K	0.01%	870

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Sigma Planning Corp's NXTG Position: Q1 2026 in Review

Sigma Planning Corp reduced its First Trust Indxx NextG ETF (NXTG) stake by 0.34% in Q1 2026, selling an estimated $4.46K and leaving 11,546 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #473.

Sigma Planning Corp first reported a position in NXTG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.04M in Q1 2023. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Sigma Planning Corp held 11,546 shares of First Trust Indxx NextG ETF worth $1.29M as of Q1 2026.
Sigma Planning Corp sold 39 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $4.46K.
First Trust Indxx NextG ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #473 holding.
Sigma Planning Corp first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 23 quarters since.
Sigma Planning Corp's First Trust Indxx NextG ETF position peaked at $2.04M in Q1 2023.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.