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BFSG LLC’s First Trust Indxx NextG ETF NXTG Stock Holding History

BFSG LLC’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
Q1 		$51.1K Hold
457
– – ﹤0.01% 422
2025
Q4 		$49.2K Hold
457
– – ﹤0.01% 405
2025
Q3 		$47.3K Hold
457
– – ﹤0.01% 407
2025
Q2 		$44.5K Hold
457
– – 0.01% 399
2025
Q1 		$38.8K Hold
457
– – ﹤0.01% 394
2024
Q4 		$39K Hold
457
– – ﹤0.01% 394
2024
Q3 		$39.9K Hold
457
– – ﹤0.01% 396
2024
Q2 		$37.4K Hold
457
– – ﹤0.01% 381
2024
Q1 		$36.2K Hold
457
– – ﹤0.01% 398
2023
Q4 		$35.1K Buy
+457
New +$32.3K 0.01% 379

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFSG LLC's NXTG Position: Q1 2026 in Review

BFSG LLC held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 457 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

BFSG LLC first reported a position in NXTG in Q4 2023 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • BFSG LLC held 457 shares of First Trust Indxx NextG ETF worth $51.1K as of Q1 2026.
  • BFSG LLC left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
  • First Trust Indxx NextG ETF made up ﹤0.01% of BFSG LLC's portfolio in Q1 2026, its #422 holding.
  • BFSG LLC first reported a position in First Trust Indxx NextG ETF in Q4 2023 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.