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BFC Planning, Inc.’s First Trust Indxx NextG ETF NXTG Stock Holding History

BFC Planning, Inc.’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
Q3 		$3.08K Hold
20
– – ﹤0.01% 2871
2026
Q2 		$3.07K Buy
+20
New +$2.85K ﹤0.01% 2864

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BFC Planning, Inc.'s NXTG Position: Q3 2026 in Review

BFC Planning, Inc. held its First Trust Indxx NextG ETF (NXTG) position steady in Q3 2026 at 20 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

BFC Planning, Inc. first reported a position in NXTG in Q2 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • BFC Planning, Inc. held 20 shares of First Trust Indxx NextG ETF worth $3.08K as of Q3 2026.
  • BFC Planning, Inc. left its First Trust Indxx NextG ETF share count unchanged in Q3 2026.
  • First Trust Indxx NextG ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2871 holding.
  • BFC Planning, Inc. first reported a position in First Trust Indxx NextG ETF in Q2 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.