Golden State Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Golden State Wealth Management’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	$15.5K	Hold	138	–	–	﹤0.01%	981
2025 Q4	$14.9K	Hold	138	–	–	﹤0.01%	996
2025 Q3	$14.3K	Hold	138	–	–	﹤0.01%	1003
2025 Q2	$13.4K	Hold	138	–	–	﹤0.01%	991
2025 Q1	$11.7K	Hold	138	–	–	﹤0.01%	956
2024 Q4	$11.8K	Buy	+138	New	+$11.9K	﹤0.01%	926

Other funds holding NXTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's NXTG Position: Q1 2026 in Review

Golden State Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 138 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Golden State Wealth Management first reported a position in NXTG in Q4 2024 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

Golden State Wealth Management held 138 shares of First Trust Indxx NextG ETF worth $15.5K as of Q1 2026.
Golden State Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #981 holding.
Golden State Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.