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First Trust Indxx NextG ETF

127 hedge funds and large institutions have $693M invested in First Trust Indxx NextG ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

8% more funds holding

Funds holding: 118127 (+9)

2% more capital invested

Capital invested by funds: $682M → $693M (+$11.5M)

0.63% more ownership

Funds ownership: 64.04%64.67% (+0.63%)

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
58
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$1.02M -$13.6K -175 -1%
CWM
52
Cornerstone Wealth Management
Missouri
$982K -$506K -6,525 -34%
SI
53
Stephens Inc
Arkansas
$928K +$3.49K +45 +0.4%
IWC
54
Integrated Wealth Concepts
Massachusetts
$907K +$922K +11,884 New
Baird Financial Group
55
Baird Financial Group
Wisconsin
$902K +$4.03K +52 +0.4%
KPWS
56
Kestra Private Wealth Services
Texas
$876K -$29.8K -384 -3%
CA
57
Cetera Advisors
Colorado
$874K +$590K +7,609 +198%
SWM
58
Spire Wealth Management
Virginia
$854K -$249K -3,215 -22%
SWP
59
Stratos Wealth Partners
Ohio
$825K +$11.4K +147 +1%
AWA
60
Arkadios Wealth Advisors
Georgia
$795K -$249K -3,211 -24%
KA
61
Kovack Advisors
Florida
$634K +$120K +1,543 +23%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$623K +$163K +2,107 +35%
AFM
63
Andesa Financial Management
Pennsylvania
$622K -$633K -8,155 -50%
NL
64
NWAM LLC
Washington
$607K +$8.77K +113 +1%
BRWA
65
B. Riley Wealth Advisors
Florida
$601K +$13.9K +179 +2%
EH
66
Equitable Holdings
New York
$557K
ICP
67
Interchange Capital Partners
Pennsylvania
$542K +$1.4K +18 +0.3%
SB
68
Strategic Blueprint
Georgia
$508K +$46.2K +596 +10%
AWM
69
AE Wealth Management
Kansas
$504K +$218K +2,807 +74%
PFS
70
Prospera Financial Services
Texas
$462K +$91.8K +1,183 +24%
MC
71
Moors & Cabot
Massachusetts
$458K -$15.5K -200 -3%
CAN
72
Cetera Advisor Networks
California
$451K -$6.44K -83 -1%
1W
73
1776 Wealth
Georgia
$447K +$166K +2,135 +57%
AIC
74
Ameritas Investment Company
Nebraska
$441K +$449K +5,783 New
TWM
75
Titus Wealth Management
California
$420K -$77.3K -997 -15%

NXTG Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2021, worth a combined $693M — up 1.7% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NXTG positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $5.93M. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $6.38M sold.

  • 127 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2021, up from 118 in Q2 2021.
  • Funds reported $693M of First Trust Indxx NextG ETF stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 24 funds opened new First Trust Indxx NextG ETF positions in Q3 2021 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2021 was Good Life Advisors, an estimated $5.93M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2021 was Level Four Advisory Services, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2021.