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First Trust Indxx NextG ETF

107 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 45.95%45.51% (-0.44%)

1% less capital invested

Capital invested by funds: $176M → $175M (-$1.36M)

4% less funds holding

Funds holding: 112107 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

64% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 53

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.46M -$8.82K -105 -0.6%
AI
27
Atria Investments
North Carolina
$1.39M -$21.3K -253 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.32M -$223K -2,657 -15%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$1.3M -$57.6K -685 -4%
WIP
30
WealthCare Investment Partners
Rhode Island
$1.26M -$14.8K -176 -1%
SPC
31
Sigma Planning Corp
Michigan
$1.23M -$2.44K -29 -0.2%
NW
32
NewEdge Wealth
Pennsylvania
$1.23M -$41K -488 -3%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.1M -$72.7K -865 -6%
FAM
34
Flaharty Asset Management
Florida
$1.08M -$116K -1,381 -10%
DADC
35
D.A. Davidson & Co
Montana
$998K -$45.8K -545 -5%
BAM
36
Belpointe Asset Management
Nevada
$906K +$27K +321 +3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$870K -$41.9K -499 -5%
HI
38
Harbour Investments
Wisconsin
$778K +$8.07K +96 +1%
Jane Street
39
Jane Street
New York
$760K -$1.29M -15,311 -64%
AWM
40
AE Wealth Management
Kansas
$750K -$128K -1,529 -15%
SA
41
Sanctuary Advisors
Indiana
$738K -$336 -4 -0%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$727K -$29.8K -354 -4%
JWCA
43
J.W. Cole Advisors
Florida
$719K +$7.23K +86 +1%
SFPG
44
Stonebridge Financial Planning Group
Florida
$712K +$336 +4 +0%
SWP
45
Stratos Wealth Partners
Ohio
$670K +$24.5K +292 +4%
SI
46
Stephens Inc
Arkansas
$661K -$151K -1,799 -19%
CFD
47
Creative Financial Designs
Indiana
$660K -$21.4K -255 -3%
PWS
48
Proactive Wealth Strategies
Georgia
$648K +$624K +7,424 New
1W
49
1776 Wealth
Georgia
$596K -$77.8K -926 -12%
PFS
50
Prospera Financial Services
Texas
$593K +$159K +1,889 +39%

NXTG Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2024, worth a combined $175M — down 0.77% from $176M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NXTG and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 19 added.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.61M sold.

  • 107 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2024, down from 112 in Q2 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q3 2024, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $4.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.