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First Trust Indxx NextG ETF

116 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 107116 (+9)

2.11% more ownership

Funds ownership: 45.51%47.62% (+2.1%)

0% less capital invested

Capital invested by funds: $175M → $175M (-$207K)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.44M +$11.1K +129 +0.8%
AI
27
Atria Investments
North Carolina
$1.43M +$73.2K +850 +5%
WIP
28
WealthCare Investment Partners
Rhode Island
$1.22M -$11.6K -135 -0.9%
SPC
29
Sigma Planning Corp
Michigan
$1.2M +$775 +9 +0.1%
NW
30
NewEdge Wealth
Pennsylvania
$1.18M -$15.2K -176 -1%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.16M +$83.7K +972 +8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.12M -$174K -2,024 -13%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$1.05M -$225K -2,614 -18%
FAM
34
Flaharty Asset Management
Florida
$951K -$108K -1,254 -10%
BAM
35
Belpointe Asset Management
Nevada
$894K -$86 -1 -0%
DADC
36
D.A. Davidson & Co
Montana
$888K -$87.6K -1,017 -9%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$866K +$16K +186 +2%
FWP
38
Forefront Wealth Partners
Texas
$754K +$762K +8,846 New
Jane Street
39
Jane Street
New York
$726K -$16.9K -196 -2%
HI
40
Harbour Investments
Wisconsin
$721K -$39.3K -456 -5%
SA
41
Sanctuary Advisors
Indiana
$719K -$35.2K -409 -5%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$708K -$1.55K -18 -0.2%
JWCA
43
J.W. Cole Advisors
Florida
$708K +$6.2K +72 +0.9%
SFPG
44
Stonebridge Financial Planning Group
Florida
$695K +$344 +4 +0%
AWM
45
AE Wealth Management
Kansas
$688K -$44.7K -519 -6%
CFD
46
Creative Financial Designs
Indiana
$675K +$30.7K +356 +5%
PWS
47
Proactive Wealth Strategies
Georgia
$638K +$5.08K +59 +0.8%
IAIM
48
International Assets Investment Management
Florida
$630K +$639K +7,419 New
SWP
49
Stratos Wealth Partners
Ohio
$626K -$28.3K -329 -4%
1W
50
1776 Wealth
Georgia
$582K

NXTG Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2024, worth a combined $175M — down 0.12% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NXTG positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.42M. The largest seller was UBS Group, cutting an estimated $928K.

  • 116 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q4 2024, down 0.12% quarter-over-quarter.
  • 18 funds opened new First Trust Indxx NextG ETF positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $3.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2024 was UBS Group, an estimated $928K sold.

Based on aggregated 13F filings for Q4 2024.