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First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities shares owned by Caldwell Trust

Quarter-by-quarter ownership of First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities (NXTG) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5k 40 111.93

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities

Morgan Stanley
LPL Financial
UBS Group
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
Janney Montgomery Scott
Kestra Advisory Services
Wells Fargo & Company
Bank of America Corporation
HPM Partners
Stifel Financial
Mariner Wealth Advisors
Benjamin Edwards
Commonwealth Equity Services

View all funds holding First Tr Exchange Traded Fd Indxx Nextg Etf us large-cap equities