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First Trust Indxx NextG ETF
NXTG

Overview Fund Activity

115 hedge funds and large institutions have $200M invested in First Trust Indxx NextG ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
60
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.2M
2
Jane Street
Jane Street
New York
$7.65M
3
PWM
Perigon Wealth Management
California
$1.5M
4
IAIM
International Assets Investment Management
Florida
$729K
5
AWM
AE Wealth Management
Kansas
$1.24M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$20.4M
2
LPL Financial
LPL Financial
California
$18.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.56M
4
AAS
Avantax Advisory Services
Texas
$9.52M
5
CAN
Cetera Advisor Networks
California
$887K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$510K +$153 +2 +0%
BRWA
52
B. Riley Wealth Advisors
Florida
$498K -$124K -1,611 -20%
AWA
53
Arkadios Wealth Advisors
Georgia
$464K -$18K -234 -4%
AAS
54
Ameritas Advisory Services
Nebraska
$430K -$6.54K -85 -1%
Truist Financial
55
Truist Financial
North Carolina
$426K -$32K -417 -7%
GIA
56
Gladstone Institutional Advisory
Florida
$423K -$166K -2,166 -28%
EH
57
Equitable Holdings
New York
$407K +$25.3K +330 +7%
CIAS
58
Capital Investment Advisory Services
North Carolina
$392K +$5.99K +78 +2%
BAM
59
Belpointe Asset Management
Nevada
$388K +$388K +5,057 New
PFS
60
Prospera Financial Services
Texas
$381K +$5.45K +71 +1%
HI
61
Harbour Investments
Wisconsin
$367K +$2.23K +29 +0.6%
PRI
62
Prepared Retirement Institute
Pennsylvania
$327K +$327K +4,258 New
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$325K -$28.8K -375 -8%
ACA
64
Aptus Capital Advisors
Alabama
$325K -$28.8K -375 -8%
CA
65
CoreCap Advisors
Michigan
$319K -$7.67K -100 -2%
MGWM
66
Marks Group Wealth Management
Minnesota
$307K – – –
ATPW
67
Ashton Thomas Private Wealth
Arizona
$297K – – –
GWP
68
Gateway Wealth Partners
Wisconsin
$290K -$135K -1,760 -32%
BS
69
Banco Santander
Spain
$278K -$43.7K -570 -14%
SG
70
StoneX Group
New York
$259K +$24.1K +312 +10%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$241K -$1.77K -23 -0.7%
IA
72
Insight Advisors
Pennsylvania
$231K +$231K +3,010 New
KPWS
73
Kestra Private Wealth Services
Texas
$225K -$13.2K -172 -6%
Citigroup
74
Citigroup
New York
$220K -$9.36K -122 -4%
AWS
75
Atria Wealth Solutions
New York
$217K +$217K +2,833 New
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