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First Trust Indxx NextG ETF

111 hedge funds and large institutions have $202M invested in First Trust Indxx NextG ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.45% more ownership

Funds ownership: 44.76%46.21% (+1.4%)

1% more capital invested

Capital invested by funds: $200M → $202M (+$1.87M)

0% more funds holding

Funds holding: 111111 (0)

52% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 54

Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$576K +$622 +9 +0.1%
1W
52
1776 Wealth
Georgia
$571K +$54K +781 +11%
JWCA
53
J.W. Cole Advisors
Florida
$548K +$8.58K +124 +2%
BRWA
54
B. Riley Wealth Advisors
Florida
$544K -$47.2K -683 -8%
MC
55
Moors & Cabot
Massachusetts
$522K +$3.18K +46 +0.6%
IP
56
Ignite Planners
California
$466K -$24K -347 -5%
AWA
57
Arkadios Wealth Advisors
Georgia
$449K -$30.1K -435 -7%
AAS
58
Ameritas Advisory Services
Nebraska
$431K -$3.94K -57 -0.9%
Truist Financial
59
Truist Financial
North Carolina
$431K -$33.8K -489 -8%
GWP
60
Gateway Wealth Partners
Wisconsin
$406K +$12.2K +177 +3%
CIAS
61
Capital Investment Advisory Services
North Carolina
$361K +$348K +5,030 New
HI
62
Harbour Investments
Wisconsin
$357K -$54.2K -784 -14%
EH
63
Equitable Holdings
New York
$357K -$26.4K -382 -7%
PFS
64
Prospera Financial Services
Texas
$355K -$69 -1 -0%
BS
65
Banco Santander
Spain
$341K -$85.1K -1,230 -21%
ACA
66
Aptus Capital Advisors
Alabama
$332K -$26.3K -380 -8%
GWANC
67
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K -$26.3K -380 -8%
KA
68
Kovack Advisors
Florida
$292K -$326K -4,714 -54%
MGWM
69
Marks Group Wealth Management
Minnesota
$287K
ATPW
70
Ashton Thomas Private Wealth
Arizona
$286K +$13.3K +193 +5%
SG
71
StoneX Group
New York
$274K -$39.9K -577 -13%
BPA
72
Beacon Pointe Advisors
California
$263K +$253K +3,658 New
SB
73
Strategic Blueprint
Georgia
$248K -$50.8K -735 -18%
KPWS
74
Kestra Private Wealth Services
Texas
$222K +$4.36K +63 +2%
Citigroup
75
Citigroup
New York
$207K -$39.1K -565 -16%

NXTG Hedge Fund Activity: Q2 2023 in Review

111 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2023, worth a combined $202M — up 0.94% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXTG positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 54 trimmed.

The largest buyer was Jane Street, adding an estimated $6.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.82M.

  • 111 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $202M of First Trust Indxx NextG ETF stock for Q2 2023, up 0.94% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2023 and 10 closed out, a net change of +1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2023 was Jane Street, an estimated $6.5M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2023.