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First Trust Indxx NextG ETF

111 hedge funds and large institutions have $202M invested in First Trust Indxx NextG ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.45% more ownership

Funds ownership: 44.76%46.21% (+1.4%)

1% more capital invested

Capital invested by funds: $200M → $202M (+$1.87M)

0% more funds holding

Funds holding: 111111 (0)

52% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 54

Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.46M +$228K +3,301 +19%
WA
27
Wealth Advisors
California
$1.41M
PSF
28
Pacific Sun Financial
California
$1.36M +$1.35M +19,576 New
FTUS
29
Flow Traders U.S.
New York
$1.36M +$1.31M +18,935 New
AI
30
Atria Investments
North Carolina
$1.28M -$4.5K -65 -0.4%
IFG
31
Independent Financial Group
California
$1.28M +$9.82K +142 +0.8%
SPC
32
Sigma Planning Corp
Michigan
$1.28M -$793K -11,472 -39%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.27M -$2.08M -30,122 -63%
WIP
34
WealthCare Investment Partners
Rhode Island
$1.05M +$3.18K +46 +0.3%
CAN
35
Cetera Advisor Networks
California
$1.04M -$111K -1,609 -10%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.03M -$78.5K -1,135 -7%
DADC
37
D.A. Davidson & Co
Montana
$986K +$8.3K +120 +0.9%
FAM
38
Flaharty Asset Management
Florida
$944K -$194K -2,808 -18%
AWM
39
AE Wealth Management
Kansas
$917K -$29.9K -432 -3%
GIA
40
Gladstone Institutional Advisory
Florida
$909K -$45.2K -653 -5%
CA
41
CoreCap Advisors
Michigan
$872K +$840K +12,152 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$846K +$7.26K +105 +0.9%
SCA
43
Snowden Capital Advisors
New York
$749K -$35.9K -519 -5%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$748K -$38.1K -551 -5%
SI
45
Stephens Inc
Arkansas
$683K
SPIA
46
Steward Partners Investment Advisory
New York
$666K -$66.1K -956 -9%
NW
47
NewEdge Wealth
Pennsylvania
$648K +$624K +9,023 New
SFPG
48
Stonebridge Financial Planning Group
Florida
$620K -$7.47K -108 -1%
CFD
49
Creative Financial Designs
Indiana
$609K +$12K +173 +2%
CWM
50
Cornerstone Wealth Management
Missouri
$591K -$16.7K -242 -3%

NXTG Hedge Fund Activity: Q2 2023 in Review

111 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2023, worth a combined $202M — up 0.94% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXTG positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 54 trimmed.

The largest buyer was Jane Street, adding an estimated $6.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.82M.

  • 111 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $202M of First Trust Indxx NextG ETF stock for Q2 2023, up 0.94% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2023 and 10 closed out, a net change of +1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2023 was Jane Street, an estimated $6.5M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2023.