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Spire Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Spire Wealth Management’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 		$163K Buy
1,065
+621
+140% +$88.4K ﹤0.01% 844
2026
Q1 		$49.7K Sell
444
-1,064
-71% -$122K ﹤0.01% 1170
2025
Q4 		$163K Buy
1,508
+1,067
+242% +$114K 0.01% 855
2025
Q3 		$45.7K Sell
441
-1,339
-75% -$133K ﹤0.01% 1271
2025
Q2 		$173K Buy
1,780
+5
+0.3% +$445 0.01% 804
2025
Q1 		$151K Hold
1,775
– – ﹤0.01% 898
2024
Q4 		$151K Buy
+1,775
New +$153K ﹤0.01% 898
2022
Q2 		– Sell
-9,627
Closed -$732K – 2786
2022
Q1 		$732K Sell
9,627
-1,567
-14% -$120K 0.02% 469
2021
Q4 		$925K Buy
11,194
+2
+0% +$159 0.02% 490
2021
Q3 		$854K Sell
11,192
-3,215
-22% -$249K 0.02% 448
2021
Q2 		$1.1M Buy
14,407
+2,368
+20% +$177K 0.03% 402
2021
Q1 		$880K Buy
+12,039
New +$871K 0.02% 484

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

Spire Wealth Management's NXTG Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Indxx NextG ETF (NXTG) stake by 140% in Q2 2026, buying an estimated $88.4K and bringing the position to 1,065 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Spire Wealth Management first reported a position in NXTG in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2021. 14 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Spire Wealth Management held 1,065 shares of First Trust Indxx NextG ETF worth $163K as of Q2 2026.
  • Spire Wealth Management bought 621 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $88.4K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #844 holding.
  • Spire Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's First Trust Indxx NextG ETF position peaked at $1.1M in Q2 2021.
  • 14 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.