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First Trust Indxx NextG ETF

109 hedge funds and large institutions have $168M invested in First Trust Indxx NextG ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 111109 (-2)

1.86% less ownership

Funds ownership: 46.21%44.35% (-1.9%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

17% less capital invested

Capital invested by funds: $202M → $168M (-$33.7M)

59% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 54

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$521K -$351K -4,987 -39%
JWCA
52
J.W. Cole Advisors
Florida
$520K +$1.97K +28 +0.4%
Ameriprise
53
Ameriprise
Minnesota
$518K +$537K +7,631 New
MC
54
Moors & Cabot
Massachusetts
$451K -$43.6K -619 -9%
Citadel Advisors
55
Citadel Advisors
Florida
$439K -$1.59M -22,594 -78%
IP
56
Ignite Planners
California
$430K -$9.58K -136 -2%
AWA
57
Arkadios Wealth Advisors
Georgia
$426K +$1.97K +28 +0.4%
Truist Financial
58
Truist Financial
North Carolina
$405K -$1.62K -23 -0.4%
AAS
59
Ameritas Advisory Services
Nebraska
$379K -$28.6K -406 -7%
GWP
60
Gateway Wealth Partners
Wisconsin
$376K -$8.38K -119 -2%
CIAS
61
Capital Investment Advisory Services
North Carolina
$341K
EH
62
Equitable Holdings
New York
$337K +$70 +1 +0%
PFS
63
Prospera Financial Services
Texas
$333K -$2.6K -37 -0.8%
HI
64
Harbour Investments
Wisconsin
$323K -$15.3K -217 -4%
ACA
65
Aptus Capital Advisors
Alabama
$312K -$1.41K -20 -0.4%
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K -$1.41K -20 -0.4%
CA
67
CoreCap Advisors
Michigan
$289K -$556K -7,900 -65%
BS
68
Banco Santander
Spain
$284K -$39.4K -560 -12%
MGWM
69
Marks Group Wealth Management
Minnesota
$271K
ATPW
70
Ashton Thomas Private Wealth
Arizona
$263K -$7.18K -102 -3%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$215K +$223K +3,162 New
KPWS
72
Kestra Private Wealth Services
Texas
$210K +$141 +2 +0.1%
SG
73
StoneX Group
New York
$207K -$54.4K -773 -20%
Citigroup
74
Citigroup
New York
$203K +$6.9K +98 +3%
SAS
75
Stelac Advisory Services
New York
$173K

NXTG Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2023, worth a combined $168M — down 17% from $202M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXTG and 8 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 22 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.18M. The largest seller was Jane Street, cutting an estimated $6.95M.

  • 109 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2023, down from 111 in Q2 2023.
  • Funds reported $168M of First Trust Indxx NextG ETF stock for Q3 2023, down 17% quarter-over-quarter.
  • 8 funds opened new First Trust Indxx NextG ETF positions in Q3 2023 and 9 closed out, a net change of -1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $2.18M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2023 was Jane Street, an estimated $6.95M sold.

Based on aggregated 13F filings for Q3 2023.