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First Trust Indxx NextG ETF

118 hedge funds and large institutions have $682M invested in First Trust Indxx NextG ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $644M → $682M (+$37.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 64.95%64.04% (-0.91%)

2% less funds holding

Funds holding: 121118 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.04M +$49.7K +665 +5%
DADC
52
D.A. Davidson & Co
Montana
$1.03M +$80.6K +1,080 +9%
SI
53
Stephens Inc
Arkansas
$925K +$67.9K +909 +8%
KPWS
54
Kestra Private Wealth Services
Texas
$905K -$53K -710 -6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$898K +$15.7K +210 +2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$821K
SWP
57
Stratos Wealth Partners
Ohio
$814K -$1.79K -24 -0.2%
HI
58
Harbour Investments
Wisconsin
$787K -$160K -2,145 -17%
FTUS
59
Flow Traders U.S.
New York
$704K +$688K +9,217 New
WWM
60
Western Wealth Management
Colorado
$641K +$20.5K +274 +3%
NL
61
NWAM LLC
Washington
$599K +$106K +1,424 +22%
BRWA
62
B. Riley Wealth Advisors
Florida
$587K +$101K +1,353 +21%
EH
63
Equitable Holdings
New York
$557K
ICP
64
Interchange Capital Partners
Pennsylvania
$541K -$49.1K -657 -8%
KA
65
Kovack Advisors
Florida
$517K +$18.9K +253 +4%
TWM
66
Titus Wealth Management
California
$497K -$6.94K -93 -1%
JWCA
67
J.W. Cole Advisors
Florida
$496K +$485K +6,499 New
MC
68
Moors & Cabot
Massachusetts
$472K -$14.9K -199 -3%
SB
69
Strategic Blueprint
Georgia
$463K +$67.2K +900 +17%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$463K +$442K +5,918 +3,945%
CAN
71
Cetera Advisor Networks
California
$458K +$65.6K +878 +17%
CIAS
72
Capital Investment Advisory Services
North Carolina
$427K +$21.7K +290 +5%
SG
73
StoneX Group
New York
$400K +$35.3K +473 +10%
PFS
74
Prospera Financial Services
Texas
$371K +$77.1K +1,032 +27%
TCWM
75
Total Clarity Wealth Management
Illinois
$353K

NXTG Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2021, worth a combined $682M — up 5.9% from $644M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NXTG and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 65 added.

The largest buyer was Kestra Advisory Services, adding an estimated $2.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.63M sold.

  • 118 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $682M of First Trust Indxx NextG ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2021 was Kestra Advisory Services, an estimated $2.94M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2021.