UBS Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

UBS Group’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	$20.3M	Sell	132,516 -5,074	-4%	-$722K	﹤0.01%	2660
2026 Q1	$15.4M	Sell	137,590 -17,618	-11%	-$2.01M	﹤0.01%	2873
2025 Q4	$16.7M	Sell	155,208 -23,251	-13%	-$2.49M	﹤0.01%	2755
2025 Q3	$18.5M	Sell	178,459 -8,857	-5%	-$883K	﹤0.01%	2660
2025 Q2	$18.2M	Sell	187,316 -20,671	-10%	-$1.84M	﹤0.01%	2465
2025 Q1	$17.6M	Buy	207,987 +3,665	+2%	+$320K	﹤0.01%	2464
2024 Q4	$17.4M	Sell	204,322 -10,780	-5%	-$928K	﹤0.01%	2474
2024 Q3	$18.8M	Sell	215,102 -17,751	-8%	-$1.49M	﹤0.01%	1882
2024 Q2	$19.1M	Sell	232,853 -11,144	-5%	-$875K	﹤0.01%	1719
2024 Q1	$19.3M	Sell	243,997 -22,096	-8%	-$1.7M	﹤0.01%	1723
2023 Q4	$20.4M	Sell	266,093 -27,805	-9%	-$1.96M	0.01%	1570
2023 Q3	$19.9M	Sell	293,898 -18,027	-6%	-$1.27M	0.01%	1479
2023 Q2	$22.4M	Sell	311,925 -32,376	-9%	-$2.24M	0.01%	1368
2023 Q1	$23.9M	Sell	344,301 -41,074	-11%	-$2.72M	0.01%	1255
2022 Q4	$23.5M	Sell	385,375 -107,536	-22%	-$6.44M	0.01%	1298
2022 Q3	$27.4M	Sell	492,911 -62,789	-11%	-$4.02M	0.01%	1066
2022 Q2	$35.8M	Sell	555,700 -80,439	-13%	-$5.61M	0.01%	940
2022 Q1	$48.3M	Sell	636,139 -237,889	-27%	-$18.3M	0.02%	861
2021 Q4	$72.2M	Sell	874,028 -11,965	-1%	-$952K	0.02%	739
2021 Q3	$67.6M	Sell	885,993 -80,761	-8%	-$6.27M	0.02%	705
2021 Q2	$73.8M	Sell	966,754 -4,873	-0.5%	-$364K	0.02%	643
2021 Q1	$71M	Buy	971,627 +147,583	+18%	+$10.7M	0.02%	656
2020 Q4	$57M	Buy	824,044 +116,338	+16%	+$7.44M	0.02%	724
2020 Q3	$41.9M	Buy	707,706 +216,455	+44%	+$12.7M	0.02%	738
2020 Q2	$26.7M	Buy	491,251 +302,065	+160%	+$15.6M	0.01%	919
2020 Q1	$8.83M	Buy	189,186 +111,396	+143%	+$5.85M	﹤0.01%	1505
2019 Q4	$4.27M	Buy	77,790 +589	+0.8%	+$31K	﹤0.01%	2749
2019 Q3	$3.89M	Buy	77,201 +59,782	+343%	+$2.98M	﹤0.01%	2617
2019 Q2	$857K	Buy	+17,419	New	+$836K	﹤0.01%	3873

Other funds holding NXTG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group's NXTG Position: Q2 2026 in Review

UBS Group reduced its First Trust Indxx NextG ETF (NXTG) stake by 3.7% in Q2 2026, selling an estimated $722K and leaving 132,516 shares worth $20.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

UBS Group first reported a position in NXTG in Q2 2019 and has held it in 29 quarters since. The position peaked at $73.8M in Q2 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

UBS Group held 132,516 shares of First Trust Indxx NextG ETF worth $20.3M as of Q2 2026.
UBS Group sold 5,074 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $722K.
First Trust Indxx NextG ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2660 holding.
UBS Group first reported a position in First Trust Indxx NextG ETF in Q2 2019 and has held it in 29 quarters since.
UBS Group's First Trust Indxx NextG ETF position peaked at $73.8M in Q2 2021.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.