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First Trust Indxx NextG ETF
NXTG

127 hedge funds and large institutions have $693M invested in First Trust Indxx NextG ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

8% more funds holding

Funds holding: 118 → 127 (+9)

2% more capital invested

Capital invested by funds: $682M → $693M (+$11.5M)

0.63% more ownership

Funds ownership: 64.04% → 64.67% (+0.63%)

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
58
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GLA
Good Life Advisors
Pennsylvania
+$5.93M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$5.64M
3
LPL Financial
LPL Financial
California
+$3.86M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
LFAS
Level Four Advisory Services
Texas
-$6.38M
2
UBS Group
UBS Group
Switzerland
-$6.27M
3
AAS
Avantax Advisory Services
Texas
-$5.75M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.47M
5
FTUS
Flow Traders U.S.
New York
-$704K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
26
First PREMIER Bank
South Dakota
$2.52M +$164K +2,117 +7%
MIAN
27
Mariner Independent Advisor Network
Kansas
$2.35M +$22.4K +289 +0.9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.23M +$13.5K +174 +0.6%
US Bancorp
29
US Bancorp
Minnesota
$2.19M +$48.6K +626 +2%
AI
30
Atria Investments
North Carolina
$2.01M -$16.3K -210 -0.8%
CAS
31
Cascadia Advisory Services
Oregon
$1.94M -$23.9K -308 -1%
Truist Financial
32
Truist Financial
North Carolina
$1.9M +$44.2K +570 +2%
MA
33
Mutual Advisors
Nebraska
$1.87M -$31.3K -404 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.85M +$3.65K +47 +0.2%
PSF
35
Pacific Sun Financial
California
$1.69M +$1.71M +22,096 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.61M – – –
LIG
37
Lokken Investment Group
Delaware
$1.6M -$209K -2,692 -11%
WA
38
Wealth Advisors
California
$1.59M -$15.5K -200 -0.9%
SPC
39
Sigma Planning Corp
Michigan
$1.58M +$2.64K +34 +0.2%
FAM
40
Flaharty Asset Management
Florida
$1.53M +$468K +6,027 +43%
CWM
41
Concentrum Wealth Management
California
$1.5M +$108K +1,389 +8%
IFG
42
Independent Financial Group
California
$1.5M +$137K +1,771 +10%
Jane Street
43
Jane Street
New York
$1.48M +$82.4K +1,062 +6%
SFPG
44
Stonebridge Financial Planning Group
Florida
$1.42M +$63K +812 +5%
SPIA
45
Steward Partners Investment Advisory
New York
$1.33M +$147K +1,900 +12%
GIA
46
Gladstone Institutional Advisory
Florida
$1.33M +$144K +1,850 +12%
ACA
47
Aptus Capital Advisors
Alabama
$1.26M -$29.2K -377 -2%
Citigroup
48
Citigroup
New York
$1.19M +$55.8K +719 +5%
CFD
49
Creative Financial Designs
Indiana
$1.15M -$162K -2,085 -12%
HI
50
Harbour Investments
Wisconsin
$1.03M +$247K +3,182 +31%
1
2
3 4 5

NXTG Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2021, worth a combined $693M — up 1.7% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NXTG positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $5.93M. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $6.38M sold.

  • 127 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2021, up from 118 in Q2 2021.
  • Funds reported $693M of First Trust Indxx NextG ETF stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 24 funds opened new First Trust Indxx NextG ETF positions in Q3 2021 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2021 was Good Life Advisors, an estimated $5.93M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2021 was Level Four Advisory Services, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2021.