Western Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Western Wealth Management’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	$211K	Buy	+1,375	New	+$196K	0.01%	954
2024 Q4	–	Sell	-2,418	Closed	-$211K	–	779
2024 Q3	$211K	Buy	+2,418	New	+$203K	0.01%	704
2022 Q4	–	Sell	-5,997	Closed	-$337K	–	744
2022 Q3	$337K	Buy	5,997 +112	+2%	+$7.18K	0.02%	598
2022 Q2	$377K	Sell	5,885 -9,824	-63%	-$685K	0.02%	545
2022 Q1	$1.19M	Buy	15,709 +6,805	+76%	+$523K	0.06%	307
2021 Q4	$735K	Buy	+8,904	New	+$709K	0.07%	253
2021 Q2	$641K	Buy	8,402 +274	+3%	+$20.5K	0.07%	305
2021 Q1	$594K	Buy	8,128 +471	+6%	+$34.1K	0.08%	249
2020 Q4	$530K	Buy	7,657 +352	+5%	+$22.5K	0.08%	241
2020 Q3	$433K	Buy	+7,305	New	+$428K	0.07%	263

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Western Wealth Management's NXTG Position: Q2 2026 in Review

Western Wealth Management opened a new position in First Trust Indxx NextG ETF (NXTG) in Q2 2026: 1,375 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in NXTG as recently as Q3 2024.

Western Wealth Management first reported a position in NXTG in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2022. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Western Wealth Management held 1,375 shares of First Trust Indxx NextG ETF worth $211K as of Q2 2026.
First Trust Indxx NextG ETF was a new Western Wealth Management position in Q2 2026.
First Trust Indxx NextG ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #954 holding.
Western Wealth Management first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 10 quarters since.
Western Wealth Management's First Trust Indxx NextG ETF position peaked at $1.19M in Q1 2022.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.