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 Q3	$209K	Sell	1,360 -15	-1%	-$2.27K	0.01%	905
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Western Wealth Management's NXTG Position: Q3 2026 in Review

Western Wealth Management reduced its First Trust Indxx NextG ETF (NXTG) stake by 1.1% in Q3 2026, selling an estimated $2.27K and leaving 1,360 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #905.

Western Wealth Management first reported a position in NXTG in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2022. 91 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

Western Wealth Management held 1,360 shares of First Trust Indxx NextG ETF worth $209K as of Q3 2026.
Western Wealth Management sold 15 First Trust Indxx NextG ETF shares in Q3 2026, an estimated $2.27K.
First Trust Indxx NextG ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #905 holding.
Western Wealth Management first reported a position in First Trust Indxx NextG ETF in Q3 2020 and has held it in 11 quarters since.
Western Wealth Management's First Trust Indxx NextG ETF position peaked at $1.19M in Q1 2022.
91 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.