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First Trust Indxx NextG ETF

118 hedge funds and large institutions have $682M invested in First Trust Indxx NextG ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $644M → $682M (+$37.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 64.95%64.04% (-0.91%)

2% less funds holding

Funds holding: 121118 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.22M -$382K -5,121 -15%
US Bancorp
27
US Bancorp
Minnesota
$2.14M +$81.9K +1,097 +4%
AI
28
Atria Investments
North Carolina
$2.03M -$2.03M -27,253 -51%
CAS
29
Cascadia Advisory Services
Oregon
$1.97M -$2.01M -26,855 -51%
MA
30
Mutual Advisors
Nebraska
$1.91M +$45.8K +613 +3%
Truist Financial
31
Truist Financial
North Carolina
$1.86M -$1.16M -15,584 -39%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.85M +$69.1K +926 +4%
LIG
33
Lokken Investment Group
Delaware
$1.81M -$43.5K -583 -2%
WA
34
Wealth Advisors
California
$1.62M
FHA
35
Flagship Harbor Advisors
Massachusetts
$1.61M +$119K +1,591 +8%
SPC
36
Sigma Planning Corp
Michigan
$1.58M +$413K +5,533 +37%
CWM
37
Cornerstone Wealth Management
Missouri
$1.48M +$747 +10 +0.1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.47M +$1.43M +19,201 New
Jane Street
39
Jane Street
New York
$1.4M +$740K +9,911 +117%
CWM
40
Concentrum Wealth Management
California
$1.39M +$201K +2,695 +17%
IFG
41
Independent Financial Group
California
$1.36M +$63.2K +846 +5%
SFPG
42
Stonebridge Financial Planning Group
Florida
$1.31M +$63.5K +851 +5%
CFD
43
Creative Financial Designs
Indiana
$1.3M -$107K -1,432 -8%
ACA
44
Aptus Capital Advisors
Alabama
$1.29M +$24.6K +329 +2%
AFM
45
Andesa Financial Management
Pennsylvania
$1.24M +$40.5K +542 +3%
GIA
46
Gladstone Institutional Advisory
Florida
$1.19M +$374K +5,012 +47%
SPIA
47
Steward Partners Investment Advisory
New York
$1.19M -$6.57K -88 -0.6%
Citigroup
48
Citigroup
New York
$1.13M +$270K +3,612 +32%
SWM
49
Spire Wealth Management
Virginia
$1.1M +$177K +2,368 +20%
FAM
50
Flaharty Asset Management
Florida
$1.07M +$580K +7,768 +125%

NXTG Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2021, worth a combined $682M — up 5.9% from $644M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NXTG and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 65 added.

The largest buyer was Kestra Advisory Services, adding an estimated $2.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.63M sold.

  • 118 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $682M of First Trust Indxx NextG ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2021 was Kestra Advisory Services, an estimated $2.94M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2021.