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First Trust Indxx NextG ETF

95 hedge funds and large institutions have $536M invested in First Trust Indxx NextG ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

26% more capital invested

Capital invested by funds: $426M → $536M (+$111M)

23% more funds holding

Funds holding: 7795 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.99% less ownership

Funds ownership: 71.96%65.97% (-6%)

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
46
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$506K -$17.7K -277 -4%
SPC
52
Sigma Planning Corp
Michigan
$500K +$196K +3,059 +73%
ICP
53
Interchange Capital Partners
Pennsylvania
$489K +$453K +7,077 New
EH
54
Equitable Holdings
New York
$474K +$49.3K +771 +13%
TWM
55
Titus Wealth Management
California
$447K +$413K +6,454 New
Citigroup
56
Citigroup
New York
$428K +$305K +4,769 +338%
MC
57
Moors & Cabot
Massachusetts
$423K +$1.34K +21 +0.3%
BRWM
58
B. Riley Wealth Management
Tennessee
$406K +$375K +5,871 New
EDRH
59
Edmond de Rothschild Holding
Switzerland
$405K
BRWA
60
B. Riley Wealth Advisors
Florida
$392K -$4.92K -77 -1%
SI
61
Stephens Inc
Arkansas
$363K +$335K +5,243 New
AF
62
Advisornet Financial
Minnesota
$323K +$299K +4,672 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$303K +$280K +4,378 New
IA
64
IFG Advisory
Georgia
$288K -$21.4K -335 -7%
TCWM
65
Total Clarity Wealth Management
Illinois
$274K +$253K +3,956 New
AW
66
ACG Wealth
Georgia
$257K +$238K +3,721 New
CAN
67
Cetera Advisor Networks
California
$244K +$225K +3,519 New
CFGS
68
Concourse Financial Group Securities
Alabama
$241K -$11.4K -179 -5%
BF
69
BOK Financial
Oklahoma
$228K -$9.85K -154 -4%
FAM
70
Flaharty Asset Management
Florida
$215K +$198K +3,101 New
CA
71
Cetera Advisors
Colorado
$209K +$193K +3,025 New
EWM
72
EPG Wealth Management
Georgia
$201K +$186K +2,907 New
NFG
73
Next Financial Group
Texas
$165K -$1.79K -28 -1%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$151K +$49.9K +780 +56%
IA
75
IFP Advisors
Florida
$103K +$20.9K +327 +28%

NXTG Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2020, worth a combined $536M — up 26% from $426M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NXTG positions and 6 closed out — a net gain of 19 holders — while 46 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.12M. The largest seller was Avantax Advisory Services, cutting an estimated $25.3M.

  • 95 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2020, up from 77 in Q3 2020.
  • Funds reported $536M of First Trust Indxx NextG ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new First Trust Indxx NextG ETF positions in Q4 2020 and 6 closed out, a net change of +19 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2020 was Wells Fargo, an estimated $8.12M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2020.