Sunbelt Securities’s First Trust Indxx NextG ETF NXTG Stock Holding History

Sunbelt Securities’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	$19.2K	Buy	172 +1	+0.6%	+$114	﹤0.01%	1307
2025 Q4	$18.5K	Hold	171	–	–	﹤0.01%	1280
2025 Q3	$17.7K	Sell	171 -12	-7%	-$1.2K	﹤0.01%	1298
2025 Q2	$15.6K	Buy	183 +28	+18%	+$2.49K	﹤0.01%	1208
2025 Q1	$13.2K	Sell	155 -27	-15%	-$2.36K	﹤0.01%	1215
2024 Q4	$15.6K	Sell	182 -92	-34%	-$7.92K	﹤0.01%	1212
2024 Q3	$23.9K	Buy	274 +2	+0.7%	+$168	﹤0.01%	1126
2024 Q2	$22.3K	Hold	272	–	–	﹤0.01%	1104
2024 Q1	$21.6K	Hold	272	–	–	﹤0.01%	1076
2023 Q4	$20.9K	Sell	272 -60	-18%	-$4.24K	﹤0.01%	1018
2023 Q3	$22.5K	Sell	332 -26	-7%	-$1.83K	﹤0.01%	987
2023 Q2	$25.7K	Buy	358 +1	+0.3%	+$69	﹤0.01%	957
2023 Q1	$24.6K	Buy	+357	New	+$23.7K	﹤0.01%	901

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

Sunbelt Securities's NXTG Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Indxx NextG ETF (NXTG) stake by 0.58% in Q1 2026, buying an estimated $114 and bringing the position to 172 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Sunbelt Securities first reported a position in NXTG in Q1 2023 and has held it in 13 quarters since. The position peaked at $25.7K in Q2 2023. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Sunbelt Securities held 172 shares of First Trust Indxx NextG ETF worth $19.2K as of Q1 2026.
Sunbelt Securities bought 1 First Trust Indxx NextG ETF share in Q1 2026, an estimated $114.
First Trust Indxx NextG ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1307 holding.
Sunbelt Securities first reported a position in First Trust Indxx NextG ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's First Trust Indxx NextG ETF position peaked at $25.7K in Q2 2023.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.