Truist Financial
NXTG icon

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

Truist 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 		$411K Sell
3,676
-211
-5% -$24.1K ﹤0.01% 2188
2025
Q4 		$419K Sell
3,887
-174
-4% -$18.6K ﹤0.01% 2135
2025
Q3 		$421K Sell
4,061
-141
-3% -$14.1K ﹤0.01% 2125
2025
Q2 		$409K Sell
4,202
-1,576
-27% -$140K ﹤0.01% 2045
2025
Q1 		$490K Buy
5,778
+616
+12% +$53.8K ﹤0.01% 1882
2024
Q4 		$440K Buy
5,162
+704
+16% +$60.6K ﹤0.01% 1954
2024
Q3 		$389K Sell
4,458
-280
-6% -$23.5K ﹤0.01% 1993
2024
Q2 		$388K Sell
4,738
-702
-13% -$55.1K ﹤0.01% 2128
2024
Q1 		$431K Sell
5,440
-118
-2% -$9.11K ﹤0.01% 2059
2023
Q4 		$426K Sell
5,558
-417
-7% -$29.5K ﹤0.01% 2086
2023
Q3 		$405K Sell
5,975
-23
-0.4% -$1.62K ﹤0.01% 2031
2023
Q2 		$431K Sell
5,998
-489
-8% -$33.8K ﹤0.01% 2036
2023
Q1 		$451K Buy
6,487
+205
+3% +$13.6K ﹤0.01% 2046
2022
Q4 		$383K Buy
6,282
+300
+5% +$18K ﹤0.01% 2131
2022
Q3 		$333K Sell
5,982
-22,318
-79% -$1.43M ﹤0.01% 2035
2022
Q2 		$1.82M Sell
28,300
-96
-0.3% -$6.69K ﹤0.01% 1265
2022
Q1 		$2.16M Buy
28,396
+552
+2% +$42.4K ﹤0.01% 1264
2021
Q4 		$2.3M Buy
27,844
+2,899
+12% +$231K ﹤0.01% 1232
2021
Q3 		$1.9M Buy
24,945
+570
+2% +$44.2K ﹤0.01% 1305
2021
Q2 		$1.86M Sell
24,375
-15,584
-39% -$1.16M ﹤0.01% 1328
2021
Q1 		$2.92M Buy
39,959
+1,350
+3% +$97.7K 0.01% 1067
2020
Q4 		$2.67M Buy
38,609
+2,352
+6% +$150K 0.01% 1053
2020
Q3 		$2.15M Buy
36,257
+1,708
+5% +$100K ﹤0.01% 1049
2020
Q2 		$1.88M Buy
+34,549
New +$1.79M ﹤0.01% 1059

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial's NXTG Position: Q1 2026 in Review

Truist Financial reduced its First Trust Indxx NextG ETF (NXTG) stake by 5.4% in Q1 2026, selling an estimated $24.1K and leaving 3,676 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Truist Financial first reported a position in NXTG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.92M in Q1 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Truist Financial held 3,676 shares of First Trust Indxx NextG ETF worth $411K as of Q1 2026.
  • Truist Financial sold 211 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $24.1K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2188 holding.
  • Truist Financial first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 24 quarters since.
  • Truist Financial's First Trust Indxx NextG ETF position peaked at $2.92M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.