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First Trust Indxx NextG ETF

110 hedge funds and large institutions have $158M invested in First Trust Indxx NextG ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% less ownership

Funds ownership: 47.62%46.09% (-1.5%)

5% less funds holding

Funds holding: 116110 (-6)

9% less capital invested

Capital invested by funds: $175M → $158M (-$16.3M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

50% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 50

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.44M +$12.1K +139 +0.8%
CWM
27
Concentrum Wealth Management
California
$1.31M -$859K -9,845 -39%
WIP
28
WealthCare Investment Partners
Rhode Island
$1.26M +$95.9K +1,099 +8%
NW
29
NewEdge Wealth
Pennsylvania
$1.22M +$50K +573 +4%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.08M -$81.2K -930 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.04M -$70.6K -809 -6%
DADC
32
D.A. Davidson & Co
Montana
$862K -$21.8K -250 -2%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$861K +$87 +1 +0%
FAM
34
Flaharty Asset Management
Florida
$836K -$113K -1,298 -12%
BAM
35
Belpointe Asset Management
Nevada
$833K -$48.6K -557 -5%
Jane Street
36
Jane Street
New York
$811K +$91.4K +1,047 +12%
FTUS
37
Flow Traders U.S.
New York
$718K -$3.03M -34,768 -80%
SA
38
Sanctuary Advisors
Indiana
$699K -$2.1K -24 -0.3%
JWCA
39
J.W. Cole Advisors
Florida
$696K -$8.38K -96 -1%
FWP
40
Forefront Wealth Partners
Texas
$692K -$60.7K -695 -8%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$691K -$14.1K -161 -2%
SFPG
42
Stonebridge Financial Planning Group
Florida
$679K -$13K -149 -2%
PWS
43
Proactive Wealth Strategies
Georgia
$677K +$42.9K +492 +7%
HI
44
Harbour Investments
Wisconsin
$666K -$52.8K -605 -7%
AWM
45
AE Wealth Management
Kansas
$648K -$38.1K -436 -5%
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$633K -$419K -4,804 -39%
SWP
47
Stratos Wealth Partners
Ohio
$583K -$41.9K -480 -7%
1W
48
1776 Wealth
Georgia
$579K
SI
49
Stephens Inc
Arkansas
$562K -$9.51K -109 -2%
PFS
50
Prospera Financial Services
Texas
$558K -$21.8K -250 -4%

NXTG Hedge Fund Activity: Q1 2025 in Review

110 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2025, worth a combined $158M — down 9.3% from $175M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NXTG and 4 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 25 added.

The largest buyer was NBC Securities, adding an estimated $342K. The largest seller was Flow Traders U.S., cutting an estimated $3.03M.

  • 110 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $158M of First Trust Indxx NextG ETF stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 4 funds opened new First Trust Indxx NextG ETF positions in Q1 2025 and 8 closed out, a net change of -4 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2025 was NBC Securities, an estimated $342K added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2025 was Flow Traders U.S., an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2025.