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WealthCare Investment Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

WealthCare Investment 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 		$2.55M Sell
16,606
-194
-1% -$27.6K 0.62% 49
2026
Q1 		$1.92M Sell
16,800
-313
-2% -$35.8K 0.53% 52
2025
Q4 		$1.87M Buy
17,113
+251
+1% +$26.9K 0.54% 52
2025
Q3 		$1.76M Buy
16,862
+871
+5% +$86.8K 0.57% 50
2025
Q2 		$1.57M Buy
15,991
+546
+4% +$48.5K 0.56% 52
2025
Q1 		$1.26M Buy
15,445
+1,099
+8% +$95.9K 0.53% 56
2024
Q4 		$1.22M Sell
14,346
-135
-0.9% -$11.6K 0.53% 52
2024
Q3 		$1.26M Sell
14,481
-176
-1% -$14.8K 0.55% 49
2024
Q2 		$1.2M Sell
14,657
-143
-1% -$11.2K 0.56% 48
2024
Q1 		$1.17M Sell
14,800
-117
-0.8% -$9.03K 0.57% 46
2023
Q4 		$1.13M Sell
14,917
-134
-0.9% -$9.47K 0.62% 45
2023
Q3 		$1.02M Buy
15,051
+344
+2% +$24.2K 0.62% 43
2023
Q2 		$1.05M Buy
14,707
+46
+0.3% +$3.18K 0.63% 43
2023
Q1 		$1.02M Buy
14,661
+1,113
+8% +$73.8K 0.62% 46
2022
Q4 		$826K Sell
13,548
-4,034
-23% -$242K 0.56% 42
2022
Q3 		$979K Sell
17,582
-269
-2% -$17.2K 0.81% 39
2022
Q2 		$1.15M Sell
17,851
-186
-1% -$13K 0.98% 33
2022
Q1 		$1.33M Sell
18,037
-1,598
-8% -$123K 1.18% 21
2021
Q4 		$1.62M Buy
+19,635
New +$1.56M 1.57% 18

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

WealthCare Investment Partners's NXTG Position: Q2 2026 in Review

WealthCare Investment Partners reduced its First Trust Indxx NextG ETF (NXTG) stake by 1.2% in Q2 2026, selling an estimated $27.6K and leaving 16,606 shares worth $2.55M. The position accounts for 0.62% of the portfolio, ranked #49.

WealthCare Investment Partners first reported a position in NXTG in Q4 2021 and has held it in 19 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • WealthCare Investment Partners held 16,606 shares of First Trust Indxx NextG ETF worth $2.55M as of Q2 2026.
  • WealthCare Investment Partners sold 194 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $27.6K.
  • First Trust Indxx NextG ETF made up 0.62% of WealthCare Investment Partners's portfolio in Q2 2026, its #49 holding.
  • WealthCare Investment Partners first reported a position in First Trust Indxx NextG ETF in Q4 2021 and has held it in 19 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.