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First Trust Indxx NextG ETF
NXTG

Overview Fund Activity

115 hedge funds and large institutions have $200M invested in First Trust Indxx NextG ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
60
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.2M
2
Jane Street
2
Jane Street
New York
$7.65M
3
PWM
3
Perigon Wealth Management
California
$1.5M
4
IAIM
4
International Assets Investment Management
Florida
$729K
5
AWM
5
AE Wealth Management
Kansas
$1.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$20.4M
2
LPL Financial
2
LPL Financial
California
$18.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.56M
4
AAS
4
Avantax Advisory Services
Texas
$9.52M
5
CAN
5
Cetera Advisor Networks
California
$887K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$1.43M -$11.1K -145 -0.8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.39M -$154K -2,007 -10%
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$1.25M -$149K -1,944 -11%
AWM
29
AE Wealth Management
Kansas
$1.24M +$463K +6,050 +60%
AI
30
Atria Investments
North Carolina
$1.22M +$19.2K +250 +2%
WIP
31
WealthCare Investment Partners
Rhode Island
$1.13M -$10.1K -134 -0.9%
NW
32
NewEdge Wealth
Pennsylvania
$1.12M -$43K -561 -4%
DADC
33
D.A. Davidson & Co
Montana
$1.03M -$31.8K -415 -3%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.03M – – –
FAM
35
Flaharty Asset Management
Florida
$961K -$22.8K -297 -2%
CAN
36
Cetera Advisor Networks
California
$887K -$801K -10,435 -47%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$800K – – –
SPC
38
Sigma Planning Corp
Michigan
$785K -$496K -6,469 -39%
Citadel Advisors
39
Citadel Advisors
Florida
$769K +$272K +3,544 +55%
IAIM
40
International Assets Investment Management
Florida
$729K +$729K +9,502 New
SI
41
Stephens Inc
Arkansas
$719K -$11.9K -155 -2%
SFPG
42
Stonebridge Financial Planning Group
Florida
$657K -$5.91K -77 -0.9%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$655K -$35.4K -461 -5%
JWCA
44
J.W. Cole Advisors
Florida
$624K +$36.4K +474 +6%
SPIA
45
Steward Partners Investment Advisory
New York
$613K -$24.8K -323 -4%
1W
46
1776 Wealth
Georgia
$611K – – –
CFD
47
Creative Financial Designs
Indiana
$610K -$12.9K -168 -2%
NS
48
NBC Securities
Alabama
$595K -$63K -821 -10%
SWP
49
Stratos Wealth Partners
Ohio
$587K -$25.8K -336 -4%
CWM
50
Cornerstone Wealth Management
Missouri
$513K -$88.8K -1,158 -15%
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