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Disclosery

NXTG FIRST TR EXCHANGE-TRADED FD

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INDXX NEXTG ETF (fund)

123 managers (124 13F filers) reported a position in NXTG shares at 2025-12-31, 1,842,531 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
123
13F filers
124
New
8
Added
39
Reduced
43
Sold out
8
Shares held by filers
1,842,531

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY217,962$23.5M<0.01%+9,80913F-HR/ATimelineGroup
LPL Financial LLC217,403$23.4M0.01%-6,66713F-HRTimeline
UBS Group AGin group UBS Group AG155,208$16.7M<0.01%-23,25113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC131,211$14.1M<0.01%+98213F-HRTimelineGroup
Cetera Investment Advisers83,001$8.94M0.01%-12,43413F-HRTimeline
Janney Montgomery Scott LLC70,451$7.59M0.02%-2,72213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,641$7.18M<0.01%+3,60313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding64,006$6.9M-536Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,192$6.16M<0.01%-4,94113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,278$5.85M<0.01%-1,52313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC37,150$4M<0.01%-82513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,508$3.5M<0.01%+62013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,481$3.18M0.04%-5,34213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,455$2.53M<0.01%-1,52813F-HRTimeline
Private Advisor Group, LLC20,619$2.22M0.01%-23313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,956$2.15M<0.01%-24,03913F-HRTimelineGroup
NewEdge Advisors, LLC19,820$2.14M0.01%+5313F-HRTimeline
First PREMIER Bank19,562$2.11M0.48%-5,11713F-HRTimeline
Perigon Wealth Management, LLC19,503$2.1M0.04%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,028$2.05M<0.01%-82513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC18,984$2.05M0.05%+1,31513F-HRTimeline
Atria Investments, Inc17,413$1.88M0.02%-37213F-HRTimeline
WealthCare Investment Partners, LLC17,113$1.87M0.54%+25113F-HRTimeline
Pacific Sun Financial Corp17,121$1.85M0.89%-5013F-HRTimeline
FLOW TRADERS U.S. LLC16,855$1.82M0.06%-13,54213F-HRTimeline
Cambridge Investment Research Advisors,…16,736$1.8M<0.01%-62113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,499$1.78M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,420$1.77M<0.01%+35413F-HRTimelineGroup
NewEdge Wealth, LLC14,257$1.54M0.02%-1913F-HRTimeline
GTS SECURITIES LLC12,223$1.32M0.04%+8,43013F-HRTimeline
Forefront Wealth Partners, LLC12,174$1.31M0.62%+94213F-HRTimeline
Sigma Planning Corp11,585$1.25M0.03%+54713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,414$1.12M<0.01%-1,88413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,188$1.1M<0.01%+3,56313F-HRTimelineGroup
D.A. DAVIDSON & CO.10,096$1.09M0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,893$1.07M0.01%-6713F-HRTimeline
CWM, LLCin group CWM, LLC9,792$1.05M<0.01%+113F-HRTimelineGroup
HighPoint Advisor Group LLC9,768$1.05M0.02%new13F-HRTimeline
Belpointe Asset Management LLC9,744$1.05M0.04%+213F-HRTimeline
Prospera Financial Services Inc8,974$970K0.02%-1,45113F-HRTimeline
Flaharty Asset Management, LLC8,793$948K0.12%-6613F-HRTimeline
J.W. COLE ADVISORS, INC.8,063$869K0.02%+11113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,671$827K<0.01%-17113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…7,273$784K0.28%-22813F-HRTimeline
HARBOUR INVESTMENTS, INC.7,216$778K0.02%-30213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,839$737K0.01%+1213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,830$736K0.05%+1,00813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,642$716K0.01%+413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC6,630$714K0.01%13F-HRTimeline
1776 Wealth LLC6,514$702K0.26%-6013F-HRTimeline
Proactive Wealth Strategies LLC6,415$691K0.27%-5413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,227$671K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.5,537$597K0.03%-24713F-HRTimeline
Cornerstone Wealth Management, LLC5,060$545K0.03%-45313F-HRTimeline
Capital Investment Advisory Services, L…5,018$541K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,001$539K<0.01%+4,12213F-HR/ATimelineGroup
AE Wealth Management LLC4,948$533K<0.01%-62113F-HRTimeline
Steward Partners Investment Advisory, L…4,884$526K<0.01%+2513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,710$508K<0.01%-97913F-HRTimelineGroup
Z3 Capital Partners, LLC4,607$496K0.12%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,495$484K0.35%-5413F-HRTimeline
LANARK FINANCIAL, INC.4,493$484K0.04%+55613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,460$481K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC4,230$456K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,230$456K0.03%013F-HRTimeline
Marks Group Wealth Management, Inc4,000$431K0.04%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,887$419K<0.01%-17413F-HRTimelineGroup
Stirlingshire Investments, Inc.3,451$372K0.33%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC3,227$348K0.19%013F-HRTimeline
Arkadios Wealth Advisors3,203$345K0.01%+1213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,120$336K<0.01%+18013F-HRTimelineGroup
Warner Group LLC2,935$316K0.19%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,896$312K0.01%+3013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,878$310K-2,264Timeline
MIRAMONTES CAPITAL, LLC2,662$287K0.1%13F-HRTimeline
MGO ONE SEVEN LLC2,530$273K0.01%+113F-HRTimeline
Stelac Advisory Services LLC2,325$251K0.09%-88213F-HRTimeline
CoreCap Advisors, LLC2,230$240K0.01%-37013F-HRTimeline
Kraft, Davis & Associates, LLC2,168$238K0.05%+913F-HRTimeline
Prepared Retirement Institute LLC2,150$232K0.12%+513F-HRTimeline
MONECO ADVISORS, LLC2,100$226K0.02%013F-HRTimeline
Prasad Wealth Partners, LLC2,004$216K0.06%+1013F-HRTimeline
Snowden Capital Advisors LLC1,957$211K0.01%013F-HRTimeline
&PARTNERS1,901$205K<0.01%-37213F-HRTimeline
HBK Sorce Advisory LLC1,752$203K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,801$194K<0.01%-13013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,508$163K0.01%+1,06713F-HRTimelineGroup
IFP Advisors, Inc1,504$162K<0.01%+52313F-HRTimeline
SIGNATUREFD, LLC1,241$134K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,232$133K<0.01%+2513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,203$130K<0.01%-1,87713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,170$126K<0.01%013F-HRTimelineGroup
COMERICA BANK1,103$119K<0.01%013F-HRTimeline
Sound Income Strategies, LLC916$102K<0.01%+91613F-HRTimeline
Geneos Wealth Management Inc.651$70.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC541$58.3K<0.01%013F-HRTimeline
Arax Advisory Partners495$53.4K<0.01%new13F-HRTimeline
BFSG, LLC457$49.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co410$44.2K<0.01%013F-HRTimeline
Rossby Financial, LCC400$43.1K0.01%013F-HRTimeline
GAMMA Investing LLC285$30.7K<0.01%013F-HRTimeline
New England Capital Financial Advisors …262$28.3K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV253$27.3K<0.01%-6613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…248$26.7K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC221$23.8K<0.01%+113F-HRTimeline
Larson Financial Group LLC199$21.4K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT184$19.8K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…178$19.2K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.171$18.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC138$14.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd133$14.3K<0.01%-1613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC113$12.2K<0.01%new13F-HRTimeline
Allworth Financial LP98$10.5K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC93$10K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC87$9.38K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC76$8.19K<0.01%new13F-HRTimeline
Bank & Trust Co67$7.22K0.01%013F-HRTimeline
Darwin Wealth Management, LLC62$6.78K<0.01%-813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$6.47K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC60$6.47K<0.01%013F-HRTimeline
Security National Bank46$4.96K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC16$1.72K<0.01%-2013F-HRTimeline
SBI Securities Co., Ltd.3$323<0.01%+113F-HRTimeline