Steward Partners Investment Advisory’s First Trust Indxx NextG ETF NXTG Stock Holding History

Steward Partners Investment Advisory’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	$725K	Sell	4,726 -125	-3%	-$17.8K	﹤0.01%	1488
2026 Q1	$543K	Sell	4,851 -33	-0.7%	-$3.77K	﹤0.01%	1482
2025 Q4	$526K	Buy	4,884 +25	+0.5%	+$2.67K	﹤0.01%	1394
2025 Q3	$503K	Sell	4,859 -363	-7%	-$36.2K	﹤0.01%	1373
2025 Q2	$508K	Sell	5,222 -336	-6%	-$29.9K	﹤0.01%	1292
2025 Q1	$472K	Sell	5,558 -610	-10%	-$53.2K	﹤0.01%	1250
2024 Q4	$526K	Sell	6,168 -389	-6%	-$33.5K	﹤0.01%	1128
2024 Q3	$573K	Sell	6,557 -376	-5%	-$31.6K	0.01%	1053
2024 Q2	$568K	Sell	6,933 -779	-10%	-$61.2K	0.01%	1009
2024 Q1	$611K	Sell	7,712 -278	-3%	-$21.4K	0.01%	973
2023 Q4	$613K	Sell	7,990 -323	-4%	-$22.8K	0.01%	911
2023 Q3	$564K	Sell	8,313 -971	-10%	-$68.4K	0.01%	878
2023 Q2	$666K	Sell	9,284 -956	-9%	-$66.1K	0.01%	834
2023 Q1	$712K	Sell	10,240 -3,428	-25%	-$227K	0.01%	790
2022 Q4	$833K	Sell	13,668 -13,943	-50%	-$835K	0.01%	730
2022 Q3	$1.54M	Buy	27,611 +14,777	+115%	+$947K	0.03%	507
2022 Q2	$827K	Sell	12,834 -1,374	-10%	-$95.8K	0.02%	696
2022 Q1	$1.08M	Sell	14,208 -3,284	-19%	-$252K	0.02%	660
2021 Q4	$1.45M	Sell	17,492 -6	-0%	-$477	0.02%	588
2021 Q3	$1.33M	Buy	17,498 +1,900	+12%	+$147K	0.02%	570
2021 Q2	$1.19M	Sell	15,598 -88	-0.6%	-$6.57K	0.02%	603
2021 Q1	$1.15M	Buy	15,686 +5,307	+51%	+$384K	0.02%	599
2020 Q4	$718K	Buy	10,379 +2,548	+33%	+$163K	0.02%	659
2020 Q3	$464K	Buy	7,831 +2,549	+48%	+$149K	0.01%	691
2020 Q2	$288K	Buy	5,282 +5,202	+6,503%	+$269K	0.01%	767
2020 Q1	$3K	Buy	+80	New	+$4.2K	﹤0.01%	2225

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

Steward Partners Investment Advisory's NXTG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Indxx NextG ETF (NXTG) stake by 2.6% in Q2 2026, selling an estimated $17.8K and leaving 4,726 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Steward Partners Investment Advisory first reported a position in NXTG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.54M in Q3 2022. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Steward Partners Investment Advisory held 4,726 shares of First Trust Indxx NextG ETF worth $725K as of Q2 2026.
Steward Partners Investment Advisory sold 125 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $17.8K.
First Trust Indxx NextG ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1488 holding.
Steward Partners Investment Advisory first reported a position in First Trust Indxx NextG ETF in Q1 2020 and has held it in 26 quarters since.
Steward Partners Investment Advisory's First Trust Indxx NextG ETF position peaked at $1.54M in Q3 2022.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.