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First Trust Indxx NextG ETF
NXTG

Overview Fund Activity

77 hedge funds and large institutions have $426M invested in First Trust Indxx NextG ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
41
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$244M
2
UBS Group
UBS Group
Switzerland
$41.9M
3
Bank of America
Bank of America
North Carolina
$11.6M
4
Morgan Stanley
Morgan Stanley
New York
$27.3M
5
Jane Street
Jane Street
New York
$4.16M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$9K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$4.22M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.31M
5
WA
Wealth Advisors
California
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wealth Advisors
California
$1.22M -$180K -2,930 -13%
AFM
27
Andesa Financial Management
Pennsylvania
$1.12M +$611K +10,328 +120%
FHA
28
Flagship Harbor Advisors
Massachusetts
$1.01M +$284K +4,797 +39%
MIAN
29
Mariner Independent Advisor Network
Kansas
$1.01M +$345K +5,831 +52%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$887K +$198K +3,343 +29%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$821K – – –
CFD
32
Creative Financial Designs
Indiana
$764K +$764K +12,903 New
SFPG
33
Stonebridge Financial Planning Group
Florida
$756K +$692K +11,241 +1,081%
CWM
34
Concentrum Wealth Management
California
$681K +$269K +4,542 +65%
OIA
35
OneDigital Investment Advisors
Kansas
$631K +$371K +6,267 +142%
DADC
36
D.A. Davidson & Co
Montana
$617K +$88.8K +1,500 +17%
BWL
37
Bogart Wealth LLC
Virginia
$599K +$189K +3,193 +46%
LFAS
38
Level Four Advisory Services
Texas
$555K +$300K +5,064 +117%
KPWS
39
Kestra Private Wealth Services
Texas
$551K +$551K +9,300 New
PP
40
Prudential plc
United Kingdom
$473K +$473K +8,000 New
SPIA
41
Steward Partners Investment Advisory
New York
$464K +$151K +2,549 +48%
SWP
42
Stratos Wealth Partners
Ohio
$449K +$128K +2,156 +40%
WWM
43
Western Wealth Management
Colorado
$433K +$433K +7,305 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$424K +$149K +2,518 +54%
SG
45
StoneX Group
New York
$416K +$83.8K +1,415 +25%
EH
46
Equitable Holdings
New York
$360K +$114K +1,924 +46%
MC
47
Moors & Cabot
Massachusetts
$359K -$20.7K -350 -5%
AWA
48
Arkadios Wealth Advisors
Georgia
$351K +$862 +14 +0.2%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$346K +$79.8K +1,350 +30%
BRWA
50
B. Riley Wealth Advisors
Florida
$339K +$60.7K +1,027 +22%
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