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First Trust Indxx NextG ETF

111 hedge funds and large institutions have $200M invested in First Trust Indxx NextG ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 115111 (-4)

5.2% less ownership

Funds ownership: 49.96%44.76% (-5.2%)

8% less capital invested

Capital invested by funds: $217M → $200M (-$17M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

73% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 64

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
26
Migdal Insurance & Financial Holdings
Israel
$1.44M +$1.26M +19,066 +1,205%
WA
27
Wealth Advisors
California
$1.35M
AI
28
Atria Investments
North Carolina
$1.25M -$941K -14,192 -44%
IFG
29
Independent Financial Group
California
$1.23M -$85.9K -1,295 -7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.19M -$388K -5,844 -25%
BAM
31
Belpointe Asset Management
Nevada
$1.14M -$85.2K -1,284 -7%
CAN
32
Cetera Advisor Networks
California
$1.12M -$58.4K -880 -5%
FAM
33
Flaharty Asset Management
Florida
$1.11M -$66.3K -999 -6%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.07M -$133K -2,011 -12%
WIP
35
WealthCare Investment Partners
Rhode Island
$1.02M +$73.8K +1,113 +8%
DADC
36
D.A. Davidson & Co
Montana
$946K +$22.6K +340 +3%
GIA
37
Gladstone Institutional Advisory
Florida
$925K -$16.9K -255 -2%
AWM
38
AE Wealth Management
Kansas
$917K +$71.1K +1,072 +9%
CI
39
CPR Investments
Michigan
$878K +$838K +12,635 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$812K -$74.2K -1,119 -9%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$763K -$70.2K -1,059 -9%
SCA
42
Snowden Capital Advisors
New York
$761K -$1.35M -20,365 -65%
SPIA
43
Steward Partners Investment Advisory
New York
$712K -$227K -3,428 -25%
SI
44
Stephens Inc
Arkansas
$661K -$6.43K -97 -1%
KA
45
Kovack Advisors
Florida
$611K +$995 +15 +0.2%
SFPG
46
Stonebridge Financial Planning Group
Florida
$607K -$290K -4,368 -33%
CWM
47
Cornerstone Wealth Management
Missouri
$589K +$563K +8,482 New
CFD
48
Creative Financial Designs
Indiana
$578K -$533K -8,032 -49%
BRWA
49
B. Riley Wealth Advisors
Florida
$574K -$15.7K -237 -3%
SWP
50
Stratos Wealth Partners
Ohio
$557K -$55.7K -840 -9%

NXTG Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2023, worth a combined $200M — down 7.8% from $217M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NXTG and 11 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 17 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.07M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $7.17M sold.

  • 111 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2023, down from 115 in Q4 2022.
  • Funds reported $200M of First Trust Indxx NextG ETF stock for Q1 2023, down 7.8% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q1 2023 and 13 closed out, a net change of -2 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.07M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2023 was International Assets Investment Management, an estimated $7.17M sold.

Based on aggregated 13F filings for Q1 2023.