Stelac Advisory Services’s First Trust Indxx NextG ETF NXTG Stock Holding History

Stelac Advisory Services’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	$715K	Buy	6,389 +4,064	+175%	+$465K	0.14%	83
2025 Q4	$251K	Sell	2,325 -882	-28%	-$94.4K	0.09%	69
2025 Q3	$332K	Hold	3,207	–	–	0.11%	66
2025 Q2	$312K	Sell	3,207 -964	-23%	-$85.7K	0.12%	66
2025 Q1	$354K	Buy	4,171 +1,620	+64%	+$141K	0.15%	62
2024 Q4	$218K	Hold	2,551	–	–	0.09%	79
2024 Q3	$224K	Hold	2,551	–	–	0.09%	76
2024 Q2	$209K	Hold	2,551	–	–	0.09%	78
2024 Q1	$202K	Hold	2,551	–	–	0.09%	75
2023 Q4	$196K	Hold	2,551	–	–	0.11%	66
2023 Q3	$173K	Hold	2,551	–	–	0.09%	81
2023 Q2	$183K	Hold	2,551	–	–	0.08%	128
2023 Q1	$177K	Hold	2,551	–	–	0.08%	129
2022 Q4	$156K	Sell	2,551 -103	-4%	-$6.17K	0.07%	131
2022 Q3	$148K	Hold	2,654	–	–	0.07%	139
2022 Q2	$171K	Buy	2,654 +268	+11%	+$18.7K	0.07%	140
2022 Q1	$181K	Buy	2,386 +580	+32%	+$44.6K	0.07%	117
2021 Q4	$149K	Buy	+1,806	New	+$144K	0.04%	158

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Stelac Advisory Services's NXTG Position: Q1 2026 in Review

Stelac Advisory Services increased its First Trust Indxx NextG ETF (NXTG) stake by 175% in Q1 2026, buying an estimated $465K and bringing the position to 6,389 shares worth $715K. The position accounts for 0.14% of the portfolio, ranked #83.

Stelac Advisory Services first reported a position in NXTG in Q4 2021 and has held it in 18 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Stelac Advisory Services held 6,389 shares of First Trust Indxx NextG ETF worth $715K as of Q1 2026.
Stelac Advisory Services bought 4,064 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $465K.
First Trust Indxx NextG ETF made up 0.14% of Stelac Advisory Services's portfolio in Q1 2026, its #83 holding.
Stelac Advisory Services first reported a position in First Trust Indxx NextG ETF in Q4 2021 and has held it in 18 quarters since.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.