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

Perigon 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	$2.18M	Hold	19,503	–	–	0.04%	356
2025 Q4	$2.1M	Hold	19,503	–	–	0.04%	360
2025 Q3	$2.02M	Hold	19,503	–	–	0.04%	355
2025 Q2	$1.9M	Hold	19,503	–	–	0.04%	342
2025 Q1	$1.66M	Hold	19,503	–	–	0.04%	342
2024 Q4	$1.67M	Hold	19,503	–	–	0.04%	341
2024 Q3	$1.7M	Hold	19,503	–	–	0.05%	315
2024 Q2	$1.6M	Hold	19,503	–	–	0.05%	287
2024 Q1	$1.55M	Buy	19,503 +3	+0%	+$231	0.05%	284
2023 Q4	$1.5M	Buy	+19,500	New	+$1.38M	0.05%	269

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

Perigon Wealth Management's NXTG Position: Q1 2026 in Review

Perigon Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 19,503 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #356.

Perigon Wealth Management 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.

Perigon Wealth Management held 19,503 shares of First Trust Indxx NextG ETF worth $2.18M as of Q1 2026.
Perigon Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
First Trust Indxx NextG ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #356 holding.
Perigon Wealth Management 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.