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 Q3	$164K	Hold	1,065	–	–	0.01%	813
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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Spire Wealth Management's NXTG Position: Q3 2026 in Review

Spire Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q3 2026 at 1,065 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #813.

Spire Wealth Management first reported a position in NXTG in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2021. 41 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

Spire Wealth Management held 1,065 shares of First Trust Indxx NextG ETF worth $164K as of Q3 2026.
Spire Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q3 2026.
First Trust Indxx NextG ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #813 holding.
Spire Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's First Trust Indxx NextG ETF position peaked at $1.1M in Q2 2021.
41 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.