October Effect
NXTG icon

October Effect’s First Trust Indxx NextG ETF NXTG Stock Holding History

October Effect’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 		$277K Hold
1,800
– – 0.28% 55
2026
Q2 		$276K Hold
1,800
– – 0.26% 59
2026
Q1 		$201K Buy
+1,800
New +$206K 0.23% 60

Other funds holding NXTG

Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

October Effect's NXTG Position: Q3 2026 in Review

October Effect held its First Trust Indxx NextG ETF (NXTG) position steady in Q3 2026 at 1,800 shares worth $277K. The position accounts for 0.28% of the portfolio, ranked #55.

October Effect first reported a position in NXTG in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • October Effect held 1,800 shares of First Trust Indxx NextG ETF worth $277K as of Q3 2026.
  • October Effect left its First Trust Indxx NextG ETF share count unchanged in Q3 2026.
  • First Trust Indxx NextG ETF made up 0.28% of October Effect's portfolio in Q3 2026, its #55 holding.
  • October Effect first reported a position in First Trust Indxx NextG ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.