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First Trust Indxx NextG ETF

142 hedge funds and large institutions have $668M invested in First Trust Indxx NextG ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

12% more funds holding

Funds holding: 127142 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $693M → $668M (-$25.2M)

2.88% less ownership

Funds ownership: 64.67%61.79% (-2.9%)

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
53
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.5M +$75.6K +950 +3%
SCA
27
Snowden Capital Advisors
New York
$2.44M -$957K -12,021 -29%
Truist Financial
28
Truist Financial
North Carolina
$2.3M +$231K +2,899 +12%
Mariner
29
Mariner
Kansas
$2.21M +$2.13M +26,786 New
MA
30
Mutual Advisors
Nebraska
$2.02M -$8.59K -108 -0.4%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.93M -$69.8K -877 -4%
CA
32
CoreCap Advisors
Michigan
$1.93M +$1.86M +23,343 New
US Bancorp
33
US Bancorp
Minnesota
$1.91M -$442K -5,553 -19%
PSF
34
Pacific Sun Financial
California
$1.77M -$49.3K -620 -3%
SPC
35
Sigma Planning Corp
Michigan
$1.77M +$58K +729 +4%
WA
36
Wealth Advisors
California
$1.74M
CWM
37
Concentrum Wealth Management
California
$1.68M +$54K +679 +3%
GIA
38
Gladstone Institutional Advisory
Florida
$1.68M +$226K +2,844 +16%
IFG
39
Independent Financial Group
California
$1.66M +$39.2K +492 +3%
FAM
40
Flaharty Asset Management
Florida
$1.65M -$637 -8 -0%
WIP
41
WealthCare Investment Partners
Rhode Island
$1.62M +$1.56M +19,635 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.6M -$139K -1,744 -8%
Citadel Advisors
43
Citadel Advisors
Florida
$1.56M -$1.9M -23,837 -56%
SPIA
44
Steward Partners Investment Advisory
New York
$1.45M -$477 -6 -0%
AC
45
Anson Capital
Georgia
$1.43M +$1.49M +18,705 New
Citigroup
46
Citigroup
New York
$1.41M +$126K +1,582 +10%
ACA
47
Aptus Capital Advisors
Alabama
$1.36M -$7.8K -98 -0.6%
SFPG
48
Stonebridge Financial Planning Group
Florida
$1.35M -$6.21K -78 -0.4%
CFD
49
Creative Financial Designs
Indiana
$1.3M +$61.6K +774 +5%
ATPW
50
Ashton Thomas Private Wealth
Arizona
$1.21M +$1.16M +14,632 New

NXTG Hedge Fund Activity: Q4 2021 in Review

142 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2021, worth a combined $668M — down 3.6% from $693M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NXTG positions and 13 closed out — a net gain of 18 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.92M. The largest seller was Avantax Advisory Services, cutting an estimated $84.3M.

  • 142 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $668M of First Trust Indxx NextG ETF stock for Q4 2021, down 3.6% quarter-over-quarter.
  • 31 funds opened new First Trust Indxx NextG ETF positions in Q4 2021 and 13 closed out, a net change of +18 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $3.92M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2021 was Avantax Advisory Services, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2021.