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 Q2	$21.2K	Hold	138	–	–	﹤0.01%	939
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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's NXTG Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 138 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Golden State Wealth Management first reported a position in NXTG in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Golden State Wealth Management held 138 shares of First Trust Indxx NextG ETF worth $21.2K as of Q2 2026.
Golden State Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #939 holding.
Golden State Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.