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First Trust Indxx NextG ETF

114 hedge funds and large institutions have $184M invested in First Trust Indxx NextG ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 116114 (-2)

3.03% less ownership

Funds ownership: 50.04%47.01% (-3%)

9% less capital invested

Capital invested by funds: $202M → $184M (-$17.3M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
32
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$591K -$14.7K -191 -2%
NS
52
NBC Securities
Alabama
$563K -$49.8K -645 -8%
BRWA
53
B. Riley Wealth Advisors
Florida
$549K +$124K +1,611 +25%
MC
54
Moors & Cabot
Massachusetts
$540K +$12.4K +161 +2%
CWM
55
Cornerstone Wealth Management
Missouri
$533K +$2.93K +38 +0.6%
CA
56
Cetera Advisors
Colorado
$483K +$470K +6,096 New
Truist Financial
57
Truist Financial
North Carolina
$431K -$9.11K -118 -2%
AAS
58
Ameritas Advisory Services
Nebraska
$422K
CIAS
59
Capital Investment Advisory Services
North Carolina
$405K
PFS
60
Prospera Financial Services
Texas
$405K +$9.95K +129 +3%
EH
61
Equitable Holdings
New York
$388K -$31.2K -405 -8%
AWA
62
Arkadios Wealth Advisors
Georgia
$376K -$101K -1,307 -22%
CA
63
CoreCap Advisors
Michigan
$340K +$10.4K +135 +3%
ACA
64
Aptus Capital Advisors
Alabama
$335K
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$335K
GIA
66
Gladstone Institutional Advisory
Florida
$328K -$106K -1,372 -25%
MGWM
67
Marks Group Wealth Management
Minnesota
$317K
ATPW
68
Ashton Thomas Private Wealth
Arizona
$284K -$23.1K -300 -8%
GWP
69
Gateway Wealth Partners
Wisconsin
$271K -$27.2K -352 -9%
BS
70
Banco Santander
Spain
$264K -$22.4K -290 -8%
Citigroup
71
Citigroup
New York
$240K +$12.5K +162 +6%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$239K -$9.11K -118 -4%
AWS
73
Atria Wealth Solutions
New York
$225K
KPWS
74
Kestra Private Wealth Services
Texas
$220K -$12K -156 -5%
AWM
75
Apollon Wealth Management
South Carolina
$218K

NXTG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2024, worth a combined $184M — down 8.6% from $202M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXTG and 6 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 32 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $21.1M.

  • 114 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $184M of First Trust Indxx NextG ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 6 funds opened new First Trust Indxx NextG ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2024 was Benjamin F. Edwards & Company, an estimated $1.16M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2024 was Morgan Stanley, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2024.