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Disclosery

NXTG FIRST TR EXCHANGE-TRADED FD

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INDXX NEXTG ETF (fund)

135 managers (138 13F filers) reported a position in NXTG shares at 2026-03-31, 1,790,227 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
135
13F filers
138
New
19
Added
34
Reduced
49
Sold out
3
Shares held by filers
1,790,227

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY213,449$23.9M<0.01%-4,51313F-HRTimelineGroup
LPL Financial LLC210,199$23.5M0.01%-7,20413F-HRTimeline
UBS Group AGgroup of 2 filers holding137,936$15.4M-17,272Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,336$10.2M<0.01%-39,87513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,842$8.94M<0.01%+13,20113F-HRTimelineGroup
Cetera Investment Advisers78,486$8.78M0.01%-4,51513F-HRTimeline
Janney Montgomery Scott LLC66,718$7.47M0.02%-3,73313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding66,516$7.44M+2,510Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN61,266$6.86M<0.01%+6,98813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,654$6.56M<0.01%+1,46213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC33,486$3.75M0.01%+16,98713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,167$3.6M<0.01%-34113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,371$2.95M<0.01%-10,77913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,681$2.88M0.03%-3,80013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,991$2.57M<0.01%-46413F-HRTimeline
Private Advisor Group, LLC21,098$2.36M0.01%+47913F-HRTimeline
NewEdge Advisors, LLC19,907$2.23M0.01%+8713F-HR/ATimeline
First PREMIER Bank19,541$2.19M0.5%-2113F-HRTimeline
Perigon Wealth Management, LLC19,503$2.18M0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,239$2.15M0.05%+25513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,260$2.04M<0.01%-1,69613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,036$2.02M<0.01%+1,61613F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,516$1.96M0.01%+78013F-HRTimeline
WealthCare Investment Partners, LLC16,800$1.92M0.53%-31313F-HRTimeline
Pacific Sun Financial Corp17,091$1.91M0.93%-3013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,921$1.67M<0.01%-4,10713F-HRTimelineGroup
NewEdge Wealth, LLC14,189$1.59M0.02%-6813F-HRTimeline
Proactive Wealth Strategies LLC12,458$1.39M0.26%+6,04313F-HRTimeline
Sigma Planning Corp11,546$1.29M0.04%-3913F-HRTimeline
Forefront Wealth Partners, LLC10,557$1.18M0.49%-1,61713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,366$1.16M<0.01%+17813F-HRTimelineGroup
Sanctuary Advisors, LLC10,239$1.15M0.01%+34613F-HRTimeline
D.A. DAVIDSON & CO.10,025$1.12M0.01%-7113F-HRTimeline
HighPoint Advisor Group LLC9,748$1.09M0.05%-2013F-HRTimeline
CWM, LLCin group CWM, LLC9,724$1.09M<0.01%-6813F-HRTimelineGroup
Belpointe Asset Management LLC9,623$1.08M0.04%-12113F-HRTimeline
Flaharty Asset Management, LLC8,633$966K0.12%-16013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,454$946K<0.01%-1,96013F-HRTimelineGroup
Prospera Financial Services Inc7,997$897K0.01%-97713F-HRTimeline
J.W. COLE ADVISORS, INC.8,009$896K0.03%-5413F-HRTimeline
HARBOUR INVESTMENTS, INC.7,814$875K0.01%+59813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,694$861K<0.01%+1,46713F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,305$818K<0.01%-36613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…7,274$814K0.3%+113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,200$806K0.01%+36113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,831$774K0.05%+113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,729$753K0.01%+8713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,630$742K<0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC6,630$742K0.01%013F-HRTimeline
1776 Wealth LLC6,514$729K0.29%013F-HRTimeline
Atria Investments, Inc6,467$724K0.01%-10,94613F-HRTimeline
Stelac Advisory Services LLC6,389$715K0.14%+4,06413F-HRTimeline
Advyzon Investment Management, LLC5,816$651K0.06%new13F-HRTimeline
OLD MISSION CAPITAL LLC5,042$564K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,018$562K0.04%013F-HRTimeline
Moors & Cabot, Inc.5,018$562K0.02%-51913F-HRTimeline
Cornerstone Wealth Management, LLC4,929$552K0.03%-13113F-HRTimeline
Steward Partners Investment Advisory, L…4,851$543K<0.01%-3313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,972$536K<0.01%+51213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,777$535K<0.01%-22413F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,620$517K0.37%+12513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,598$515K<0.01%-11213F-HRTimelineGroup
AE Wealth Management LLC4,593$514K<0.01%-35513F-HRTimeline
Independent Advisor Alliance4,555$510K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4,374$490K0.04%-11913F-HRTimeline
Z3 Capital Partners, LLC4,328$484K0.12%-27913F-HRTimeline
Aptus Capital Advisors, LLC4,230$473K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,230$473K0.03%013F-HRTimeline
Marks Group Wealth Management, Inc4,000$448K0.04%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,676$411K<0.01%-21113F-HRTimelineGroup
Stirlingshire Investments, Inc.3,451$386K0.34%013F-HRTimeline
Gateway Wealth Partners, LLC3,310$370K0.01%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC3,227$361K0.19%013F-HRTimeline
GTS SECURITIES LLC2,988$334K0.01%-9,23513F-HRTimeline
Warner Group LLC2,890$323K0.21%-4513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,710$303K<0.01%-41013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding2,687$301K-191Timeline
MIRAMONTES CAPITAL, LLC2,663$298K0.1%+113F-HRTimeline
Kraft, Davis & Associates, LLC2,159$291K0.06%-913F-HRTimeline
Ashton Thomas Private Wealth, LLC2,561$287K0.01%-33513F-HRTimeline
MGO ONE SEVEN LLC2,530$283K0.01%013F-HRTimeline
HBK Sorce Advisory LLC1,752$254K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,230$250K0.01%013F-HRTimeline
MONECO ADVISORS, LLC2,100$235K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,083$233K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,035$228K<0.01%+23413F-HRTimelineGroup
Prasad Wealth Partners, LLC2,008$225K0.06%+413F-HRTimeline
Snowden Capital Advisors LLC1,958$219K0.01%+113F-HRTimeline
Arkadios Wealth Advisors1,926$216K<0.01%-1,27713F-HRTimeline
&PARTNERS1,905$213K<0.01%+413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,895$212K0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,869$209K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.1,868$209K<0.01%new13F-HRTimeline
CHOREO, LLC1,832$205K<0.01%new13F-HRTimeline
October Effect Ltd1,800$201K0.23%new13F-HRTimeline
PCG Wealth Advisors, LLC1,787$200K0.05%new13F-HRTimeline
FMR LLCin group FMR LLC1,360$152K<0.01%+12813F-HRTimelineGroup
SIGNATUREFD, LLC1,241$139K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,206$135K<0.01%+313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,170$127K<0.01%013F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…953$107K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC916$104K0.01%013F-HRTimeline
IFP Advisors, Inc741$82.9K<0.01%-76313F-HRTimeline
Geneos Wealth Management Inc.651$72.9K<0.01%013F-HRTimeline
Arax Advisory Partners495$55.4K<0.01%013F-HRTimeline
BFSG, LLC457$51.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management444$49.7K<0.01%-1,06413F-HRTimelineGroup
Parallel Advisors, LLC434$48.6K<0.01%new13F-HR/ATimeline
CENTRAL TRUST Co410$45.9K<0.01%013F-HRTimeline
Rossby Financial, LCC400$45.3K0.01%013F-HRTimeline
GAMMA Investing LLC285$31.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC266$29.8K<0.01%+4513F-HRTimeline
New England Capital Financial Advisors …263$29.4K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV255$28.6K<0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…248$27.8K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC199$22.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC185$20.7K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT184$20.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…178$19.9K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.172$19.2K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC165$18.5K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC138$15.5K<0.01%013F-HRTimeline
Security National Bank138$15.4K<0.01%+9213F-HRTimeline
Qube Research & Technologies Ltd132$14.8K<0.01%-113F-HRTimeline
Allworth Financial LP98$10.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC93$10K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC76$8.51K<0.01%013F-HRTimeline
Bank & Trust Co67$7.5K0.01%013F-HRTimeline
Darwin Wealth Management, LLC62$7.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$6.83K<0.01%-2613F-HRTimelineGroup
Asset Dedication, LLC60$6.72K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$6.71K<0.01%013F-HRTimelineGroup
Caldwell Trust Co40$4.48K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC16$1.79K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$224<0.01%-113F-HRTimeline