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First Trust Indxx NextG ETF

112 hedge funds and large institutions have $176M invested in First Trust Indxx NextG ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

4% less capital invested

Capital invested by funds: $184M → $176M (-$8.06M)

1.06% less ownership

Funds ownership: 47.01%45.95% (-1.1%)

2% less funds holding

Funds holding: 114112 (-2)

62% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 52

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$1.6M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.46M -$104K -1,327 -7%
PSF
28
Pacific Sun Financial
California
$1.45M -$61.3K -780 -4%
IFG
29
Independent Financial Group
California
$1.38M -$99.4K -1,265 -7%
AI
30
Atria Investments
North Carolina
$1.32M +$22.8K +290 +2%
MIFH
31
Migdal Insurance & Financial Holdings
Israel
$1.27M -$14.1K -180 -1%
WIP
32
WealthCare Investment Partners
Rhode Island
$1.2M -$11.2K -143 -1%
NW
33
NewEdge Wealth
Pennsylvania
$1.19M
SPC
34
Sigma Planning Corp
Michigan
$1.15M -$57K -726 -5%
FAM
35
Flaharty Asset Management
Florida
$1.13M -$67.2K -855 -6%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.11M
DADC
37
D.A. Davidson & Co
Montana
$981K -$90.1K -1,147 -9%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$857K +$79 +1 +0%
AWM
39
AE Wealth Management
Kansas
$829K -$121K -1,544 -13%
BAM
40
Belpointe Asset Management
Nevada
$824K +$151K +1,921 +24%
SI
41
Stephens Inc
Arkansas
$768K
HI
42
Harbour Investments
Wisconsin
$722K -$86.4K -1,100 -11%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$711K -$314 -4 -0%
IAIM
44
International Assets Investment Management
Florida
$698K -$78.3K -997 -10%
SFPG
45
Stonebridge Financial Planning Group
Florida
$667K -$17.6K -224 -3%
JWCA
46
J.W. Cole Advisors
Florida
$667K -$1.02K -13 -0.2%
SA
47
Sanctuary Advisors
Indiana
$658K +$681K +8,675 New
CFD
48
Creative Financial Designs
Indiana
$640K
1W
49
1776 Wealth
Georgia
$635K -$16.1K -205 -3%
SWP
50
Stratos Wealth Partners
Ohio
$605K -$5.66K -72 -1%

NXTG Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2024, worth a combined $176M — down 4.4% from $184M a quarter earlier.

Fund positioning in NXTG was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 52 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.51M. The largest seller was Jane Street, cutting an estimated $4.22M.

  • 112 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $176M of First Trust Indxx NextG ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2024 was Citadel Advisors, an estimated $2.51M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2024 was Jane Street, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2024.