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Stratos Wealth Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

Stratos Wealth Partners’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 		$1.09M Sell
7,078
-122
-2% -$17.4K 0.01% 809
2026
Q1 		$806K Buy
7,200
+361
+5% +$41.3K 0.01% 878
2025
Q4 		$737K Buy
6,839
+12
+0.2% +$1.28K 0.01% 885
2025
Q3 		$707K Buy
6,827
+277
+4% +$27.6K 0.01% 890
2025
Q2 		$637K Sell
6,550
-314
-5% -$27.9K 0.01% 839
2025
Q1 		$583K Sell
6,864
-480
-7% -$41.9K 0.01% 829
2024
Q4 		$626K Sell
7,344
-329
-4% -$28.3K 0.01% 845
2024
Q3 		$670K Buy
7,673
+292
+4% +$24.5K 0.01% 823
2024
Q2 		$605K Sell
7,381
-72
-1% -$5.66K 0.01% 831
2024
Q1 		$591K Sell
7,453
-191
-2% -$14.7K 0.01% 832
2023
Q4 		$587K Sell
7,644
-336
-4% -$23.7K 0.01% 814
2023
Q3 		$542K Sell
7,980
-38
-0.5% -$2.68K 0.01% 794
2023
Q2 		$576K Buy
8,018
+9
+0.1% +$622 0.01% 715
2023
Q1 		$557K Sell
8,009
-840
-9% -$55.7K 0.01% 661
2022
Q4 		$540K Sell
8,849
-598
-6% -$35.8K 0.01% 706
2022
Q3 		$526K Sell
9,447
-1,223
-11% -$78.4K 0.01% 674
2022
Q2 		$688K Sell
10,670
-549
-5% -$38.3K 0.02% 611
2022
Q1 		$853K Buy
11,219
+227
+2% +$17.4K 0.02% 610
2021
Q4 		$908K Buy
10,992
+186
+2% +$14.8K 0.02% 585
2021
Q3 		$825K Buy
10,806
+147
+1% +$11.4K 0.02% 580
2021
Q2 		$814K Sell
10,659
-24
-0.2% -$1.79K 0.02% 606
2021
Q1 		$781K Buy
10,683
+3,372
+46% +$244K 0.02% 573
2020
Q4 		$506K Sell
7,311
-277
-4% -$17.7K 0.02% 675
2020
Q3 		$449K Buy
7,588
+2,156
+40% +$126K 0.01% 654
2020
Q2 		$296K Buy
+5,432
New +$281K 0.01% 783

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Partners's NXTG Position: Q2 2026 in Review

Stratos Wealth Partners reduced its First Trust Indxx NextG ETF (NXTG) stake by 1.7% in Q2 2026, selling an estimated $17.4K and leaving 7,078 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #809.

Stratos Wealth Partners first reported a position in NXTG in Q2 2020 and has held it in 25 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Stratos Wealth Partners held 7,078 shares of First Trust Indxx NextG ETF worth $1.09M as of Q2 2026.
  • Stratos Wealth Partners sold 122 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $17.4K.
  • First Trust Indxx NextG ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #809 holding.
  • Stratos Wealth Partners first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 25 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.