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 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Riverchase Wealth Management's NXTG Position: Q2 2026 in Review

Riverchase Wealth Management held its First Trust Indxx NextG ETF (NXTG) position steady in Q2 2026 at 3,227 shares worth $495K. The position accounts for 0.23% of the portfolio, ranked #58.

Riverchase Wealth Management first reported a position in NXTG in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

Riverchase Wealth Management held 3,227 shares of First Trust Indxx NextG ETF worth $495K as of Q2 2026.
Riverchase Wealth Management left its First Trust Indxx NextG ETF share count unchanged in Q2 2026.
First Trust Indxx NextG ETF made up 0.23% of Riverchase Wealth Management's portfolio in Q2 2026, its #58 holding.
Riverchase Wealth Management first reported a position in First Trust Indxx NextG ETF in Q4 2024 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.