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
Q2 		$515K Sell
3,359
-317
-9% -$45.1K ﹤0.01% 2184
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

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

Truist Financial's NXTG Position: Q2 2026 in Review

Truist Financial reduced its First Trust Indxx NextG ETF (NXTG) stake by 8.6% in Q2 2026, selling an estimated $45.1K and leaving 3,359 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Truist Financial first reported a position in NXTG in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.92M in Q1 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Truist Financial held 3,359 shares of First Trust Indxx NextG ETF worth $515K as of Q2 2026.
  • Truist Financial sold 317 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $45.1K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2184 holding.
  • Truist Financial first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 25 quarters since.
  • Truist Financial's First Trust Indxx NextG ETF position peaked at $2.92M in Q1 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.