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First Trust Indxx NextG ETF

115 hedge funds and large institutions have $217M invested in First Trust Indxx NextG ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 49.76%49.96% (+0.2%)

7% less funds holding

Funds holding: 124115 (-9)

7% less capital invested

Capital invested by funds: $234M → $217M (-$17.1M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

68% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
20
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$540K -$35.8K -598 -6%
KA
52
Kovack Advisors
Florida
$535K +$60 +1 +0%
BRWA
53
B. Riley Wealth Advisors
Florida
$518K -$65.4K -1,093 -11%
IP
54
Ignite Planners
California
$462K +$66.8K +1,116 +19%
JWCA
55
J.W. Cole Advisors
Florida
$453K -$153K -2,555 -26%
MC
56
Moors & Cabot
Massachusetts
$444K -$26.3K -439 -6%
1W
57
1776 Wealth
Georgia
$438K -$32.3K -539 -7%
AWA
58
Arkadios Wealth Advisors
Georgia
$412K -$23.2K -387 -5%
GWP
59
Gateway Wealth Partners
Wisconsin
$384K +$377K +6,291 New
Truist Financial
60
Truist Financial
North Carolina
$383K +$18K +300 +5%
BS
61
Banco Santander
Spain
$365K -$116K -1,940 -24%
HI
62
Harbour Investments
Wisconsin
$365K -$91.4K -1,527 -20%
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K -$636K -10,629 -65%
ACA
64
Aptus Capital Advisors
Alabama
$353K -$636K -10,629 -65%
EH
65
Equitable Holdings
New York
$335K -$15K -251 -4%
CIAS
66
Capital Investment Advisory Services
North Carolina
$320K -$4.79K -80 -2%
PFS
67
Prospera Financial Services
Texas
$307K -$16K -267 -5%
SOS
68
Silver Oak Securities
Tennessee
$295K +$289K +4,833 New
ATPW
69
Ashton Thomas Private Wealth
Arizona
$293K -$1.68K -28 -0.6%
HSA
70
HBK Sorce Advisory
Pennsylvania
$280K +$275K +4,598 New
RA
71
RFG Advisory
Alabama
$267K -$13.2K -220 -5%
SB
72
Strategic Blueprint
Georgia
$265K -$23.8K -397 -8%
MGWM
73
Marks Group Wealth Management
Minnesota
$244K
AWS
74
Atria Wealth Solutions
New York
$241K -$116K -1,938 -33%
IGWM
75
ICA Group Wealth Management
Colorado
$236K -$107K -1,790 -32%

NXTG Hedge Fund Activity: Q4 2022 in Review

115 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2022, worth a combined $217M — down 7.3% from $234M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NXTG and 14 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 20 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $8.88M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 115 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2022, down from 124 in Q3 2022.
  • Funds reported $217M of First Trust Indxx NextG ETF stock for Q4 2022, down 7.3% quarter-over-quarter.
  • 14 funds opened new First Trust Indxx NextG ETF positions in Q4 2022 and 20 closed out, a net change of -6 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $8.88M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2022 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2022.