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 Q2	$3.22M	Buy	20,968 +9,422	+82%	+$1.34M	0.08%	254
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Planning Corp's NXTG Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Indxx NextG ETF (NXTG) stake by 82% in Q2 2026, buying an estimated $1.34M and bringing the position to 20,968 shares worth $3.22M. The position accounts for 0.08% of the portfolio, ranked #254.

Sigma Planning Corp first reported a position in NXTG in Q3 2020 and has held it in 24 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Sigma Planning Corp held 20,968 shares of First Trust Indxx NextG ETF worth $3.22M as of Q2 2026.
Sigma Planning Corp bought 9,422 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $1.34M.
First Trust Indxx NextG ETF made up 0.08% of Sigma Planning Corp's portfolio in Q2 2026, its #254 holding.
Sigma Planning Corp first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 24 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.