We are live on ! Find out more
NXTG icon

First Trust Indxx NextG ETF
NXTG

95 hedge funds and large institutions have $536M invested in First Trust Indxx NextG ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

26% more capital invested

Capital invested by funds: $426M → $536M (+$111M)

23% more funds holding

Funds holding: 77 → 95 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.99% less ownership

Funds ownership: 71.96% → 65.97% (-6%)

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
46
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.12M
2
UBS Group
UBS Group
Switzerland
+$7.44M
3
LPL Financial
LPL Financial
California
+$7.31M
4
Morgan Stanley
Morgan Stanley
New York
+$6.9M
5
Bank of America
Bank of America
North Carolina
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$25.3M
2
Jane Street
Jane Street
New York
-$3.79M
3
TC
TownSquare Capital
Utah
-$2.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
5
AFM
Andesa Financial Management
Pennsylvania
-$651K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.87M +$638K +9,973 +59%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.76M +$211K +3,306 +15%
FPB
28
First PREMIER Bank
South Dakota
$1.61M +$10.9K +170 +0.7%
US Bancorp
29
US Bancorp
Minnesota
$1.5M -$3.01K -47 -0.2%
MA
30
Mutual Advisors
Nebraska
$1.42M +$1.31M +20,502 New
WA
31
Wealth Advisors
California
$1.37M – – –
FHA
32
Flagship Harbor Advisors
Massachusetts
$1.24M +$51.9K +811 +5%
CFD
33
Creative Financial Designs
Indiana
$1.2M +$285K +4,460 +35%
ACA
34
Aptus Capital Advisors
Alabama
$1.07M +$985K +15,405 New
SFPG
35
Stonebridge Financial Planning Group
Florida
$1.02M +$154K +2,407 +20%
IFG
36
Independent Financial Group
California
$1.01M +$936K +14,631 New
CWM
37
Concentrum Wealth Management
California
$933K +$126K +1,975 +17%
AWA
38
Arkadios Wealth Advisors
Georgia
$845K +$417K +6,517 +114%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$821K – – –
DADC
40
D.A. Davidson & Co
Montana
$810K +$82.4K +1,288 +12%
Jane Street
41
Jane Street
New York
$770K -$3.79M -59,196 -84%
OIA
42
OneDigital Investment Advisors
Kansas
$759K +$19.4K +304 +3%
SPIA
43
Steward Partners Investment Advisory
New York
$718K +$163K +2,548 +33%
BWL
44
Bogart Wealth LLC
Virginia
$704K +$3.52K +55 +0.5%
KPWS
45
Kestra Private Wealth Services
Texas
$641K -$1.22K -19 -0.2%
AFM
46
Andesa Financial Management
Pennsylvania
$604K -$651K -10,184 -54%
PFS
47
Prospera Financial Services
Texas
$587K +$532K +8,323 +5,512%
CWM
48
Cornerstone Wealth Management
Missouri
$547K +$505K +7,902 New
WWM
49
Western Wealth Management
Colorado
$530K +$22.5K +352 +5%
SG
50
StoneX Group
New York
$530K +$40.2K +629 +9%
1
2
3 4 5

NXTG Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2020, worth a combined $536M — up 26% from $426M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NXTG positions and 6 closed out — a net gain of 19 holders — while 46 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.12M. The largest seller was Avantax Advisory Services, cutting an estimated $25.3M.

  • 95 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2020, up from 77 in Q3 2020.
  • Funds reported $536M of First Trust Indxx NextG ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new First Trust Indxx NextG ETF positions in Q4 2020 and 6 closed out, a net change of +19 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2020 was Wells Fargo, an estimated $8.12M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2020.