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BOLTON SECURITIES CORPORATION’s First Trust Indxx NextG ETF NXTG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$32.5K Buy
211
+11
+6% +$1.66K ﹤0.01% 1482
2026
Q2 		$30.7K Buy
+200
New +$28.5K ﹤0.01% 1478

Other funds holding NXTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 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

BOLTON SECURITIES CORPORATION's NXTG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its First Trust Indxx NextG ETF (NXTG) stake by 5.5% in Q3 2026, buying an estimated $1.66K and bringing the position to 211 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

BOLTON SECURITIES CORPORATION first reported a position in NXTG in Q2 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold NXTG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 211 shares of First Trust Indxx NextG ETF worth $32.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 11 First Trust Indxx NextG ETF shares in Q3 2026, an estimated $1.66K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1482 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Indxx NextG ETF in Q2 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.