Bank of Montreal’s First Trust Indxx NextG ETF NXTG Stock Holding History

Bank of Montreal’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	$9.2K	Hold	60	–	–	﹤0.01%	3678
2026 Q1	$6.71K	Hold	60	–	–	﹤0.01%	3602
2025 Q4	$6.47K	Hold	60	–	–	﹤0.01%	3466
2025 Q3	$6.21K	Hold	60	–	–	﹤0.01%	3396
2025 Q2	$5.84K	Hold	60	–	–	﹤0.01%	3390
2025 Q1	$5.09K	Hold	60	–	–	﹤0.01%	3359
2024 Q4	$5.12K	Hold	60	–	–	﹤0.01%	3395
2024 Q3	$5.28K	Sell	60 -46	-43%	-$3.87K	﹤0.01%	3715
2024 Q2	$8.75K	Buy	106 +46	+77%	+$3.61K	﹤0.01%	3667
2024 Q1	$4.82K	Hold	60	–	–	﹤0.01%	3747
2023 Q4	$4.63K	Hold	60	–	–	﹤0.01%	3863
2023 Q3	$4.23K	Hold	60	–	–	﹤0.01%	3681
2023 Q2	$4.4K	Hold	60	–	–	﹤0.01%	3857
2023 Q1	$4.17K	Sell	60 -180	-75%	-$11.9K	﹤0.01%	3677
2022 Q4	$14.8K	Sell	240 -193	-45%	-$11.6K	﹤0.01%	3733
2022 Q3	$27	Buy	433 +193	+80%	+$12.4K	﹤0.01%	3750
2022 Q2	$16	Sell	240 -100	-29%	-$6.97K	﹤0.01%	3797
2022 Q1	$26K	Hold	340	–	–	﹤0.01%	3892
2021 Q4	$28K	Hold	340	–	–	﹤0.01%	3309
2021 Q3	$26K	Sell	340 -30	-8%	-$2.33K	﹤0.01%	3637
2021 Q2	$28K	Buy	370 +60	+19%	+$4.48K	﹤0.01%	3483
2021 Q1	$23K	Buy	310 +140	+82%	+$10.1K	﹤0.01%	3998
2020 Q4	$12K	Buy	170 +40	+31%	+$2.56K	﹤0.01%	4617
2020 Q3	$8K	Hold	130	–	–	﹤0.01%	4236
2020 Q2	$7K	Buy	+130	New	+$6.72K	﹤0.01%	4335

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of Montreal's NXTG Position: Q2 2026 in Review

Bank of Montreal held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 60 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

Bank of Montreal first reported a position in NXTG in Q2 2020 and has held it in 25 quarters since. The position peaked at $28K in Q4 2021. 123 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Bank of Montreal held 60 shares of First Trust Indxx NextG ETF worth $9.2K as of Q2 2026.
Bank of Montreal left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3678 holding.
Bank of Montreal first reported a position in First Trust Indxx NextG ETF in Q2 2020 and has held it in 25 quarters since.
Bank of Montreal's First Trust Indxx NextG ETF position peaked at $28K in Q4 2021.
123 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.