Sound Income Strategies’s First Trust Indxx NextG ETF NXTG Stock Holding History

Sound Income Strategies’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	–	Sell	-916	Closed	-$104K	–	1767
2026 Q1	$104K	Hold	916	–	–	0.01%	588
2025 Q4	$102K	Buy	+916	New	+$98K	﹤0.01%	578
2025 Q3	–	Hold	0	–	–	–	1700
2025 Q2	–	Hold	0	–	–	–	1608
2025 Q1	–	Hold	0	–	–	–	1557
2024 Q4	–	Hold	0	–	–	–	1476
2024 Q3	–	Hold	0	–	–	–	1409
2024 Q2	–	Hold	0	–	–	–	1376
2024 Q1	–	Hold	0	–	–	–	1349
2023 Q4	–	Hold	0	–	–	–	1319
2023 Q3	–	Sell	-25	Closed	-$1.76K	–	1151
2023 Q2	$1.81K	Buy	+25	New	+$1.73K	﹤0.01%	896

Other funds holding NXTG

LPL Financial San Diego, California $445B AUM 25.58% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

FPB

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

IFG

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

Sound Income Strategies's NXTG Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2026, closing a stake of 916 shares — an estimated $104K sold.

Sound Income Strategies first reported a position in NXTG in Q2 2023 and held it in 3 quarters. The position peaked at $104K in Q1 2026. 80 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Indxx NextG ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 916 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $104K.
Sound Income Strategies first reported a position in First Trust Indxx NextG ETF in Q2 2023 and held it in 3 quarters.
Sound Income Strategies's First Trust Indxx NextG ETF position peaked at $104K in Q1 2026.
80 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.