Rossby Financial
NXTG icon

Rossby Financial’s First Trust Indxx NextG ETF NXTG Stock Holding History

Rossby Financial’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 		$61.6K Hold
400
– – 0.01% 851
2026
Q2 		$61.3K Hold
400
– – 0.01% 643
2026
Q1 		$45.3K Hold
400
– – 0.01% 759
2025
Q4 		$43.1K Hold
400
– – 0.01% 576
2025
Q3 		$41.8K Hold
400
– – 0.01% 567
2025
Q2 		$38.9K Buy
+400
New +$35.6K 0.01% 538

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthCare Investment Partners
WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Rossby Financial's NXTG Position: Q3 2026 in Review

Rossby Financial held its First Trust Indxx NextG ETF (NXTG) position steady in Q3 2026 at 400 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #851.

Rossby Financial first reported a position in NXTG in Q2 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • Rossby Financial held 400 shares of First Trust Indxx NextG ETF worth $61.6K as of Q3 2026.
  • Rossby Financial left its First Trust Indxx NextG ETF share count unchanged in Q3 2026.
  • First Trust Indxx NextG ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #851 holding.
  • Rossby Financial first reported a position in First Trust Indxx NextG ETF in Q2 2025 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.