Stifel Financial’s First Trust Indxx NextG ETF NXTG Stock Holding History

Stifel Financial’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	$3.6M	Sell	32,167 -341	-1%	-$39K	﹤0.01%	1549
2025 Q4	$3.5M	Buy	32,508 +620	+2%	+$66.3K	﹤0.01%	1543
2025 Q3	$3.3M	Sell	31,888 -128	-0.4%	-$12.8K	﹤0.01%	1547
2025 Q2	$3.11M	Sell	32,016 -871	-3%	-$77.4K	﹤0.01%	1527
2025 Q1	$2.79M	Sell	32,887 -414	-1%	-$36.1K	﹤0.01%	1525
2024 Q4	$2.84M	Sell	33,301 -1,516	-4%	-$131K	﹤0.01%	1552
2024 Q3	$3.04M	Sell	34,817 -3,079	-8%	-$259K	﹤0.01%	1513
2024 Q2	$3.1M	Sell	37,896 -6,687	-15%	-$525K	﹤0.01%	1429
2024 Q1	$3.53M	Sell	44,583 -4,631	-9%	-$357K	﹤0.01%	1337
2023 Q4	$3.78M	Sell	49,214 -1,446	-3%	-$102K	﹤0.01%	1262
2023 Q3	$3.44M	Sell	50,660 -16,715	-25%	-$1.18M	﹤0.01%	1246
2023 Q2	$4.84M	Sell	67,375 -6,582	-9%	-$455K	0.01%	1061
2023 Q1	$5.14M	Sell	73,957 -72,891	-50%	-$4.83M	0.01%	1001
2022 Q4	$8.96M	Buy	146,848 +21,884	+18%	+$1.31M	0.01%	701
2022 Q3	$6.96M	Sell	124,964 -39,661	-24%	-$2.54M	0.01%	784
2022 Q2	$10.6M	Buy	164,625 +6,364	+4%	+$443K	0.02%	637
2022 Q1	$12M	Sell	158,261 -3,360	-2%	-$258K	0.02%	645
2021 Q4	$13.4M	Buy	161,621 +6,125	+4%	+$487K	0.02%	624
2021 Q3	$11.9M	Buy	155,496 +6,913	+5%	+$536K	0.02%	657
2021 Q2	$11.3M	Sell	148,583 -17,981	-11%	-$1.34M	0.02%	664
2021 Q1	$12.2M	Buy	166,564 +51,459	+45%	+$3.72M	0.02%	598
2020 Q4	$7.97M	Buy	115,105 +11,155	+11%	+$713K	0.01%	665
2020 Q3	$6.16M	Buy	103,950 +9,371	+10%	+$549K	0.01%	699
2020 Q2	$5.15M	Buy	94,579 +70,015	+285%	+$3.62M	0.01%	715
2020 Q1	$1.14M	Sell	24,564 -1,889	-7%	-$99.3K	﹤0.01%	1351
2019 Q4	$1.44M	Buy	26,453 +2,428	+10%	+$128K	﹤0.01%	1566
2019 Q3	$1.21M	Buy	24,025 +7,854	+49%	+$391K	﹤0.01%	1634
2019 Q2	$793K	Buy	+16,171	New	+$776K	﹤0.01%	1946

Other funds holding NXTG

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Stifel Financial's NXTG Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Indxx NextG ETF (NXTG) stake by 1% in Q1 2026, selling an estimated $39K and leaving 32,167 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Stifel Financial first reported a position in NXTG in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.4M in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Stifel Financial held 32,167 shares of First Trust Indxx NextG ETF worth $3.6M as of Q1 2026.
Stifel Financial sold 341 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $39K.
First Trust Indxx NextG ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1549 holding.
Stifel Financial first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 28 quarters since.
Stifel Financial's First Trust Indxx NextG ETF position peaked at $13.4M in Q4 2021.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.