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First Trust Indxx NextG ETF
NXTG

53 hedge funds and large institutions have $183M invested in First Trust Indxx NextG ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

33% more funds holding

Funds holding: 40 → 53 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $187M → $183M (-$4.34M)

8.68% less ownership

Funds ownership: 70.95% → 62.27% (-8.7%)

Holders
53
Holders Change
+13
Holders Change %
+32.5%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
20
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.22M
3
UBS Group
UBS Group
Switzerland
+$5.85M
4
Jane Street
Jane Street
New York
+$2.68M
5
LPL Financial
LPL Financial
California
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.42M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.29M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.53M
4
AAS
Avantax Advisory Services
Texas
-$603K
5
Stifel Financial
Stifel Financial
Missouri
-$99.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Moors & Cabot
Massachusetts
$272K -$15.8K -300 -5%
IA
27
IFG Advisory
Georgia
$272K +$59.8K +1,138 +24%
AWA
28
Arkadios Wealth Advisors
Georgia
$264K +$92.3K +1,756 +45%
GIA
29
Gladstone Institutional Advisory
Florida
$209K +$235K +4,469 New
EDRH
30
Edmond de Rothschild Holding
Switzerland
$148K +$168K +3,200 New
CFGS
31
Concourse Financial Group Securities
Alabama
$82K +$20.9K +398 +29%
IA
32
IFP Advisors
Florida
$73K +$210 +4 +0.3%
CAC
33
Certified Advisory Corp
Florida
$57K +$64.4K +1,225 New
GC
34
Grace Capital
Massachusetts
$42K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$37K +$21K +400 +100%
FHA
36
Flagship Harbor Advisors
Massachusetts
$32K +$36.2K +689 New
SF
37
Synovus Financial
Georgia
$31K +$34.6K +659 New
LWA
38
Lowe Wealth Advisors
Maryland
$28K +$31.5K +600 New
CFA
39
Carroll Financial Associates
North Carolina
$15K +$841 +16 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$13K +$736 +14 +5%
AIC
41
Archer Investment Corporation
Indiana
$10K – – –
AIP
42
Ameritas Investment Partners
Nebraska
$9K – – –
GWM
43
Geneos Wealth Management
Colorado
$9K – – –
Citigroup
44
Citigroup
New York
$7K +$7.88K +150 New
APA
45
American Portfolios Advisors
New York
$4.67K – – –
VFA
46
Valeo Financial Advisors
Indiana
$4K +$4.1K +78 New
SFS
47
Sowell Financial Services
Arkansas
$4K +$5.04K +96 New
Wells Fargo
48
Wells Fargo
California
$3K – – –
GRP
49
Global Retirement Partners
California
$3K +$2.89K +55 New
SPIA
50
Steward Partners Investment Advisory
New York
$3K +$4.2K +80 New
1
2
3

NXTG Hedge Fund Activity: Q1 2020 in Review

53 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2020, worth a combined $183M — down 2.3% from $187M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NXTG positions and 3 closed out — a net gain of 15 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.42M sold.

  • 53 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2020, up from 40 in Q4 2019.
  • Funds reported $183M of First Trust Indxx NextG ETF stock for Q1 2020, down 2.3% quarter-over-quarter.
  • 18 funds opened new First Trust Indxx NextG ETF positions in Q1 2020 and 3 closed out, a net change of +15 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2020 was Morgan Stanley, an estimated $10.1M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2020.