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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rossby Financial's NXTG Position: Q1 2026 in Review

Rossby Financial held its First Trust Indxx NextG ETF (NXTG) position steady in Q1 2026 at 400 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #759.

Rossby Financial first reported a position in NXTG in Q2 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Rossby Financial held 400 shares of First Trust Indxx NextG ETF worth $45.3K as of Q1 2026.
  • Rossby Financial left its First Trust Indxx NextG ETF share count unchanged in Q1 2026.
  • First Trust Indxx NextG ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #759 holding.
  • Rossby Financial first reported a position in First Trust Indxx NextG ETF in Q2 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.