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First Trust Indxx NextG ETF

136 hedge funds and large institutions have $310M invested in First Trust Indxx NextG ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142136 (-6)

8.22% less ownership

Funds ownership: 60.23%52.01% (-8.2%)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

46% less capital invested

Capital invested by funds: $576M → $310M (-$266M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
36
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.88M +$2.03M +29,201 New
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.88M -$104K -1,496 -5%
Truist Financial
28
Truist Financial
North Carolina
$1.82M -$6.69K -96 -0.3%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.59M -$3.43M -49,194 -67%
SIM
30
Seaview Investment Managers
Florida
$1.58M +$30.2K +434 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.57M -$378K -5,418 -18%
CWM
32
Concentrum Wealth Management
California
$1.4M +$46.3K +665 +3%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$1.4M +$36K +517 +2%
SPC
34
Sigma Planning Corp
Michigan
$1.38M +$22.1K +317 +2%
FAM
35
Flaharty Asset Management
Florida
$1.36M -$54.4K -781 -4%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.35M -$188K -2,696 -11%
PSF
37
Pacific Sun Financial
California
$1.35M -$13.9K -200 -0.9%
GIA
38
Gladstone Institutional Advisory
Florida
$1.32M -$2.44K -35 -0.2%
WA
39
Wealth Advisors
California
$1.27M -$95.8K -1,375 -7%
IFG
40
Independent Financial Group
California
$1.24M -$63.1K -905 -4%
Citigroup
41
Citigroup
New York
$1.18M +$167K +2,402 +15%
WIP
42
WealthCare Investment Partners
Rhode Island
$1.15M -$13K -186 -1%
CFD
43
Creative Financial Designs
Indiana
$1.08M +$28.9K +414 +3%
ACA
44
Aptus Capital Advisors
Alabama
$1.06M +$1.81K +26 +0.2%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M +$532K +7,641 +87%
CA
46
CoreCap Advisors
Michigan
$1.03M -$600K -8,614 -35%
DADC
47
D.A. Davidson & Co
Montana
$995K -$5.44K -78 -0.5%
CAN
48
Cetera Advisor Networks
California
$942K +$123K +1,762 +14%
SFPG
49
Stonebridge Financial Planning Group
Florida
$925K -$257K -3,685 -20%
SPIA
50
Steward Partners Investment Advisory
New York
$827K -$95.8K -1,374 -10%

NXTG Hedge Fund Activity: Q2 2022 in Review

136 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2022, worth a combined $310M — down 46% from $576M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NXTG and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 36 added.

The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Avantax Advisory Services, cutting an estimated $150M.

  • 136 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $310M of First Trust Indxx NextG ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2022 and 16 closed out, a net change of -5 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2022 was Jane Street, an estimated $2.39M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2022 was Avantax Advisory Services, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2022.