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 Q3	$3M	Hold	19,503	–	–	0.05%	318
2026 Q2	$2.99M	Hold	19,503	–	–	0.05%	327
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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

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

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Perigon Wealth Management's NXTG Position: Q3 2026 in Review

Perigon Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q3 2026 at 19,503 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #318.

Perigon Wealth Management first reported a position in NXTG in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

Perigon Wealth Management held 19,503 shares of First Trust Indxx NextG ETF worth $3M as of Q3 2026.
Perigon Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q3 2026.
First Trust Indxx NextG ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #318 holding.
Perigon Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2023 and has held it in 12 quarters since.
17 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.