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First Trust Indxx NextG ETF
NXTG

121 hedge funds and large institutions have $644M invested in First Trust Indxx NextG ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

415% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 13

27% more funds holding

Funds holding: 95 → 121 (+26)

20% more capital invested

Capital invested by funds: $536M → $644M (+$108M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.02% less ownership

Funds ownership: 65.97% → 64.95% (-1%)

Holders
121
Holders Change
+26
Holders Change %
+27.37%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
67
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$8.65M
3
Wells Fargo
Wells Fargo
California
+$8.04M
4
Morgan Stanley
Morgan Stanley
New York
+$6.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$8.11M
2
OIA
OneDigital Investment Advisors
Kansas
-$759K
3
BWL
Bogart Wealth LLC
Virginia
-$704K
4
PFS
Prospera Financial Services
Texas
-$336K
5
EDRH
Edmond de Rothschild Holding
Switzerland
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.63M +$2.6M +35,955 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.5M +$638K +8,808 +35%
SWAG
28
Spectrum Wealth Advisory Group
California
$2.47M +$2.45M +33,836 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$2.17M +$193K +2,672 +10%
TC
30
TownSquare Capital
Utah
$2.01M +$1.02M +14,122 New
US Bancorp
31
US Bancorp
Minnesota
$1.97M +$376K +5,200 +24%
FPB
32
First PREMIER Bank
South Dakota
$1.91M +$203K +2,806 +12%
MA
33
Mutual Advisors
Nebraska
$1.78M +$278K +3,842 +19%
LIG
34
Lokken Investment Group
Delaware
$1.78M -$209K -2,890 -11%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.7M +$1.69M +23,307 New
WA
36
Wealth Advisors
California
$1.58M +$110K +1,515 +8%
FHA
37
Flagship Harbor Advisors
Massachusetts
$1.43M +$116K +1,599 +9%
CWM
38
Cornerstone Wealth Management
Missouri
$1.42M +$831K +11,484 +145%
CFD
39
Creative Financial Designs
Indiana
$1.35M +$83.7K +1,156 +7%
IFG
40
Independent Financial Group
California
$1.24M +$172K +2,370 +16%
ACA
41
Aptus Capital Advisors
Alabama
$1.21M +$85.8K +1,185 +8%
SFPG
42
Stonebridge Financial Planning Group
Florida
$1.21M +$115K +1,590 +11%
AFM
43
Andesa Financial Management
Pennsylvania
$1.15M +$509K +7,034 +81%
SPIA
44
Steward Partners Investment Advisory
New York
$1.15M +$384K +5,307 +51%
CWM
45
Concentrum Wealth Management
California
$1.14M +$151K +2,088 +15%
SPC
46
Sigma Planning Corp
Michigan
$1.11M +$572K +7,904 +109%
AWA
47
Arkadios Wealth Advisors
Georgia
$947K +$54.9K +759 +6%
KPWS
48
Kestra Private Wealth Services
Texas
$918K +$238K +3,290 +35%
HI
49
Harbour Investments
Wisconsin
$910K +$902K +12,455 New
DADC
50
D.A. Davidson & Co
Montana
$908K +$51.9K +717 +6%
1
2
3 4 5

NXTG Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2021, worth a combined $644M — up 20% from $536M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NXTG positions and 4 closed out — a net gain of 26 holders — while 67 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $10.7M. The largest seller was Avantax Advisory Services, cutting an estimated $8.11M.

  • 121 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $644M of First Trust Indxx NextG ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 30 funds opened new First Trust Indxx NextG ETF positions in Q1 2021 and 4 closed out, a net change of +26 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2021 was UBS Group, an estimated $10.7M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2021 was Avantax Advisory Services, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2021.