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First Trust Indxx NextG ETF
NXTG

Overview Fund Activity

77 hedge funds and large institutions have $426M invested in First Trust Indxx NextG ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
41
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$244M
2
UBS Group
UBS Group
Switzerland
$41.9M
3
Bank of America
Bank of America
North Carolina
$11.6M
4
Morgan Stanley
Morgan Stanley
New York
$27.3M
5
Jane Street
Jane Street
New York
$4.16M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$9K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$4.22M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.31M
5
WA
Wealth Advisors
California
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFG Advisory
Georgia
$266K -$66.7K -1,128 -20%
WP
52
WealthPLAN Partners
Nebraska
$258K – – –
SPC
53
Sigma Planning Corp
Michigan
$247K +$247K +4,170 New
CFGS
54
Concourse Financial Group Securities
Alabama
$217K +$114K +1,924 +111%
BF
55
BOK Financial
Oklahoma
$204K +$204K +3,436 New
NFG
56
Next Financial Group
Texas
$143K +$143K +2,418 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$83K – – –
Citigroup
58
Citigroup
New York
$83K +$14.4K +245 +21%
IA
59
IFP Advisors
Florida
$70K +$119 +2 +0.2%
CCM
60
Chiron Capital Management
Florida
$55K +$55K +932 New
GC
61
Grace Capital
Massachusetts
$53K – – –
APA
62
American Portfolios Advisors
New York
$21.5K +$15.6K +264 +264%
CFA
63
Carroll Financial Associates
North Carolina
$19K – – –
JCM
64
Jacobi Capital Management
Pennsylvania
$18K +$18K +301 New
AIC
65
Archer Investment Corporation
Indiana
$13.1K – – –
GWM
66
Geneos Wealth Management
Colorado
$12K – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$12K – – –
AIP
68
Ameritas Investment Partners
Nebraska
$11K – – –
PFS
69
Prospera Financial Services
Texas
$9K -$4M -67,168 -100%
GRP
70
Global Retirement Partners
California
$9K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +158 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$8K – – –
ASN
73
Advisory Services Network
Georgia
$7K +$7K +121 New
SFS
74
Sowell Financial Services
Arkansas
$6K – – –
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
1 2
3
4