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First Trust Indxx NextG ETF
NXTG

Overview Fund Activity

120 hedge funds and large institutions have $643M invested in First Trust Indxx NextG ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+26
Holders Change %
+27.66%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
66
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$71M
2
Bank of America
Bank of America
North Carolina
$28.2M
3
Wells Fargo
Wells Fargo
California
$26M
4
Morgan Stanley
Morgan Stanley
New York
$48.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.7M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$264M
2
OIA
OneDigital Investment Advisors
Kansas
$0
3
BWL
Bogart Wealth LLC
Virginia
$0
4
PFS
Prospera Financial Services
Texas
$280K
5
EDRH
Edmond de Rothschild Holding
Switzerland
$99K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.63M +$2.63M +35,955 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.5M +$644K +8,808 +35%
SWAG
28
Spectrum Wealth Advisory Group
California
$2.47M +$2.47M +33,836 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$2.17M +$195K +2,672 +10%
TC
30
TownSquare Capital
Utah
$2.01M +$2.01M +14,122 New
US Bancorp
31
US Bancorp
Minnesota
$1.97M +$380K +5,200 +24%
FPB
32
First PREMIER Bank
South Dakota
$1.91M +$205K +2,806 +12%
MA
33
Mutual Advisors
Nebraska
$1.78M +$281K +3,842 +19%
LIG
34
Lokken Investment Group
Delaware
$1.78M -$211K -2,890 -11%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.7M +$1.7M +23,307 New
WA
36
Wealth Advisors
California
$1.58M +$112K +1,515 +8%
FHA
37
Flagship Harbor Advisors
Massachusetts
$1.43M +$117K +1,599 +9%
CWM
38
Cornerstone Wealth Management
Missouri
$1.42M +$839K +11,484 +145%
CFD
39
Creative Financial Designs
Indiana
$1.35M +$84.5K +1,156 +7%
ACA
40
Aptus Capital Advisors
Alabama
$1.21M +$86.6K +1,185 +8%
SFPG
41
Stonebridge Financial Planning Group
Florida
$1.21M +$118K +1,590 +11%
AFM
42
Andesa Financial Management
Pennsylvania
$1.15M +$514K +7,034 +81%
SPIA
43
Steward Partners Investment Advisory
New York
$1.15M +$388K +5,307 +51%
CWM
44
Concentrum Wealth Management
California
$1.14M +$153K +2,088 +15%
SPC
45
Sigma Planning Corp
Michigan
$1.11M +$578K +7,904 +109%
AWA
46
Arkadios Wealth Advisors
Georgia
$947K +$55.4K +759 +6%
KPWS
47
Kestra Private Wealth Services
Texas
$918K +$240K +3,290 +35%
HI
48
Harbour Investments
Wisconsin
$910K +$910K +12,455 New
DADC
49
D.A. Davidson & Co
Montana
$908K +$52.4K +717 +6%
SWM
50
Spire Wealth Management
Virginia
$880K +$880K +12,039 New
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