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

Riverchase 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	$497K	Hold	3,227	–	–	0.24%	57
2026 Q2	$495K	Hold	3,227	–	–	0.23%	58
2026 Q1	$361K	Hold	3,227	–	–	0.19%	62
2025 Q4	$348K	Hold	3,227	–	–	0.19%	59
2025 Q3	$334K	Hold	3,227	–	–	0.19%	59
2025 Q2	$314K	Hold	3,227	–	–	0.2%	57
2025 Q1	$274K	Hold	3,227	–	–	0.19%	55
2024 Q4	$275K	Buy	+3,227	New	+$278K	0.21%	56

Other funds holding NXTG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Riverchase Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q3 2026 at 3,227 shares worth $497K. The position accounts for 0.24% of the portfolio, ranked #57.

Riverchase Wealth Management first reported a position in NXTG in Q4 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

Riverchase Wealth Management held 3,227 shares of First Trust Indxx NextG ETF worth $497K as of Q3 2026.
Riverchase Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q3 2026.
First Trust Indxx NextG ETF made up 0.24% of Riverchase Wealth Management's portfolio in Q3 2026, its #57 holding.
Riverchase Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.