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First Trust Indxx NextG ETF

124 hedge funds and large institutions have $234M invested in First Trust Indxx NextG ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 52.01%49.76% (-2.3%)

9% less funds holding

Funds holding: 136124 (-12)

24% less capital invested

Capital invested by funds: $310M → $234M (-$75.9M)

41% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 59

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
35
Reduced
59
Closed
17
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
$691K -$20.6K -322 -3%
AWM
52
AE Wealth Management
Kansas
$615K +$70.3K +1,096 +11%
CWM
53
Cornerstone Wealth Management
Missouri
$584K -$21.5K -335 -3%
JWCA
54
J.W. Cole Advisors
Florida
$556K +$19.4K +302 +3%
BAM
55
Belpointe Asset Management
Nevada
$539K +$620K +9,673 New
SI
56
Stephens Inc
Arkansas
$536K +$833 +13 +0.1%
BRWA
57
B. Riley Wealth Advisors
Florida
$534K +$111K +1,734 +22%
SWP
58
Stratos Wealth Partners
Ohio
$526K -$78.4K -1,223 -11%
KA
59
Kovack Advisors
Florida
$488K +$5.38K +84 +1%
HI
60
Harbour Investments
Wisconsin
$484K
BS
61
Banco Santander
Spain
$441K -$186K -2,900 -27%
1W
62
1776 Wealth
Georgia
$430K
MC
63
Moors & Cabot
Massachusetts
$430K +$10.1K +157 +2%
NL
64
NWAM LLC
Washington
$404K -$3.27K -51 -0.7%
AWA
65
Arkadios Wealth Advisors
Georgia
$397K -$22.9K -358 -5%
AAS
66
Ameritas Advisory Services
Nebraska
$393K -$28.6K -446 -6%
WWM
67
Western Wealth Management
Colorado
$337K +$7.18K +112 +2%
Truist Financial
68
Truist Financial
North Carolina
$333K -$1.43M -22,318 -79%
IP
69
Ignite Planners
California
$330K
AWS
70
Atria Wealth Solutions
New York
$328K -$372K -5,803 -50%
EH
71
Equitable Holdings
New York
$320K -$3.01K -47 -0.8%
IGWM
72
ICA Group Wealth Management
Colorado
$316K -$8.65K -135 -2%
KPWS
73
Kestra Private Wealth Services
Texas
$301K -$17.4K -272 -5%
CIAS
74
Capital Investment Advisory Services
North Carolina
$297K -$5.77K -90 -2%
PFS
75
Prospera Financial Services
Texas
$295K -$32K -499 -9%

NXTG Hedge Fund Activity: Q3 2022 in Review

124 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2022, worth a combined $234M — down 24% from $310M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NXTG and 7 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.3M. The largest seller was Morgan Stanley, cutting an estimated $5.13M.

  • 124 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $234M of First Trust Indxx NextG ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx NextG ETF positions in Q3 2022 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.3M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2022 was Morgan Stanley, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2022.