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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
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

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

WealthCare Investment Partners's NXTG Position: Q1 2026 in Review

WealthCare Investment Partners reduced its First Trust Indxx NextG ETF (NXTG) stake by 1.8% in Q1 2026, selling an estimated $35.8K and leaving 16,800 shares worth $1.92M. The position accounts for 0.53% of the portfolio, ranked #52.

WealthCare Investment Partners first reported a position in NXTG in Q4 2021 and has held it in 18 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • WealthCare Investment Partners held 16,800 shares of First Trust Indxx NextG ETF worth $1.92M as of Q1 2026.
  • WealthCare Investment Partners sold 313 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $35.8K.
  • First Trust Indxx NextG ETF made up 0.53% of WealthCare Investment Partners's portfolio in Q1 2026, its #52 holding.
  • WealthCare Investment Partners first reported a position in First Trust Indxx NextG ETF in Q4 2021 and has held it in 18 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.