We are live on ! Find out more
NXTG icon

First Trust Indxx NextG ETF

115 hedge funds and large institutions have $217M invested in First Trust Indxx NextG ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 49.76%49.96% (+0.2%)

7% less funds holding

Funds holding: 124115 (-9)

7% less capital invested

Capital invested by funds: $234M → $217M (-$17.1M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

68% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
20
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.62M +$374K +6,250 +31%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.61M -$1.04M -17,433 -40%
CWM
28
Concentrum Wealth Management
California
$1.4M -$24.1K -402 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.4M -$17.5K -293 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.29M -$1.2M -20,060 -49%
PSF
31
Pacific Sun Financial
California
$1.2M -$64.1K -1,070 -5%
WA
32
Wealth Advisors
California
$1.19M
IFG
33
Independent Financial Group
California
$1.16M -$13.1K -218 -1%
BAM
34
Belpointe Asset Management
Nevada
$1.08M +$477K +7,967 +82%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.06M -$167K -2,796 -14%
CAN
36
Cetera Advisor Networks
California
$1.04M -$75.3K -1,258 -7%
FAM
37
Flaharty Asset Management
Florida
$1.03M -$179K -2,996 -15%
CFD
38
Creative Financial Designs
Indiana
$997K -$79.8K -1,333 -8%
CA
39
CoreCap Advisors
Michigan
$896K -$26.3K -440 -3%
SPIA
40
Steward Partners Investment Advisory
New York
$833K -$835K -13,943 -50%
GIA
41
Gladstone Institutional Advisory
Florida
$827K -$203K -3,385 -20%
WIP
42
WealthCare Investment Partners
Rhode Island
$826K -$242K -4,034 -23%
DADC
43
D.A. Davidson & Co
Montana
$809K -$21.3K -355 -3%
SFPG
44
Stonebridge Financial Planning Group
Florida
$799K -$74.7K -1,248 -9%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$781K +$11.8K +197 +2%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$769K -$24.8K -415 -4%
AWM
47
AE Wealth Management
Kansas
$740K +$64.9K +1,084 +10%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$734K -$22.6K -378 -3%
SI
49
Stephens Inc
Arkansas
$586K -$898 -15 -0.2%
AAS
50
Ameritas Advisory Services
Nebraska
$562K +$128K +2,144 +30%

NXTG Hedge Fund Activity: Q4 2022 in Review

115 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2022, worth a combined $217M — down 7.3% from $234M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NXTG and 14 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 20 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $8.88M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 115 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2022, down from 124 in Q3 2022.
  • Funds reported $217M of First Trust Indxx NextG ETF stock for Q4 2022, down 7.3% quarter-over-quarter.
  • 14 funds opened new First Trust Indxx NextG ETF positions in Q4 2022 and 20 closed out, a net change of -6 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $8.88M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2022 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2022.