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First Trust Indxx NextG ETF

136 hedge funds and large institutions have $310M invested in First Trust Indxx NextG ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142136 (-6)

8.22% less ownership

Funds ownership: 60.23%52.01% (-8.2%)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

46% less capital invested

Capital invested by funds: $576M → $310M (-$266M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
36
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$821K +$7.6K +109 +0.9%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$789K -$73.9K -1,061 -10%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$779K +$47.6K +683 +6%
AWS
54
Atria Wealth Solutions
New York
$753K -$401K -5,759 -33%
AFM
55
Andesa Financial Management
Pennsylvania
$706K +$167K +2,400 +28%
BS
56
Banco Santander
Spain
$698K -$253K -3,630 -25%
CWM
57
Cornerstone Wealth Management
Missouri
$697K -$35.8K -514 -5%
SWP
58
Stratos Wealth Partners
Ohio
$688K -$38.3K -549 -5%
AWM
59
AE Wealth Management
Kansas
$641K +$14.3K +205 +2%
JWCA
60
J.W. Cole Advisors
Florida
$624K +$100K +1,435 +17%
SI
61
Stephens Inc
Arkansas
$619K -$161K -2,317 -19%
KA
62
Kovack Advisors
Florida
$560K -$20.8K -298 -3%
LMKC
63
L.M. Kohn & Company
Ohio
$512K
BRWA
64
B. Riley Wealth Advisors
Florida
$507K -$13.5K -194 -2%
1W
65
1776 Wealth
Georgia
$497K
MC
66
Moors & Cabot
Massachusetts
$488K +$40.1K +576 +8%
AAS
67
Ameritas Advisory Services
Nebraska
$484K -$16.8K -241 -3%
HI
68
Harbour Investments
Wisconsin
$484K +$523K +7,512 New
AWA
69
Arkadios Wealth Advisors
Georgia
$483K -$13.1K -188 -2%
NL
70
NWAM LLC
Washington
$467K -$87.1K -1,250 -15%
IGWM
71
ICA Group Wealth Management
Colorado
$391K
WWM
72
Western Wealth Management
Colorado
$377K -$685K -9,824 -63%
IP
73
Ignite Planners
California
$377K -$10.5K -150 -3%
PFS
74
Prospera Financial Services
Texas
$374K -$21.1K -303 -5%
EH
75
Equitable Holdings
New York
$373K -$88.9K -1,275 -18%

NXTG Hedge Fund Activity: Q2 2022 in Review

136 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2022, worth a combined $310M — down 46% from $576M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NXTG and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 36 added.

The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Avantax Advisory Services, cutting an estimated $150M.

  • 136 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $310M of First Trust Indxx NextG ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2022 and 16 closed out, a net change of -5 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2022 was Jane Street, an estimated $2.39M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2022 was Avantax Advisory Services, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2022.