We are live on ! Find out more
NXTG icon

First Trust Indxx NextG ETF

112 hedge funds and large institutions have $176M invested in First Trust Indxx NextG ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

4% less capital invested

Capital invested by funds: $184M → $176M (-$8.06M)

1.06% less ownership

Funds ownership: 47.01%45.95% (-1.1%)

2% less funds holding

Funds holding: 114112 (-2)

62% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 52

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$568K -$61.2K -779 -10%
CWM
52
Cornerstone Wealth Management
Missouri
$535K -$15.6K -199 -3%
MC
53
Moors & Cabot
Massachusetts
$517K -$39.3K -501 -7%
NS
54
NBC Securities
Alabama
$486K -$92K -1,171 -16%
BS
55
Banco Santander
Spain
$451K +$171K +2,180 +65%
AAS
56
Ameritas Advisory Services
Nebraska
$449K -$8.32K -106 -2%
CIAS
57
Capital Investment Advisory Services
North Carolina
$418K
PFS
58
Prospera Financial Services
Texas
$402K -$15.9K -202 -4%
EH
59
Equitable Holdings
New York
$401K +$79 +1 +0%
Truist Financial
60
Truist Financial
North Carolina
$388K -$55.1K -702 -13%
AWA
61
Arkadios Wealth Advisors
Georgia
$388K
CA
62
CoreCap Advisors
Michigan
$351K
ACA
63
Aptus Capital Advisors
Alabama
$347K
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$347K
MGWM
65
Marks Group Wealth Management
Minnesota
$328K
BRWA
66
B. Riley Wealth Advisors
Florida
$321K -$328K -4,181 -52%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$301K +$7.3K +93 +3%
GWP
68
Gateway Wealth Partners
Wisconsin
$281K +$864 +11 +0.3%
Citigroup
69
Citigroup
New York
$276K +$26.4K +336 +11%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$248K +$236 +3 +0.1%
MA
71
MONECO Advisors
Connecticut
$246K +$236K +3,000 New
AWS
72
Atria Wealth Solutions
New York
$239K +$6.28K +80 +3%
KPWS
73
Kestra Private Wealth Services
Texas
$227K
GIA
74
Gladstone Institutional Advisory
Florida
$225K -$110K -1,395 -34%
EWM
75
EPG Wealth Management
Georgia
$212K -$203K -2,585 Closed

NXTG Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2024, worth a combined $176M — down 4.4% from $184M a quarter earlier.

Fund positioning in NXTG was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 52 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.51M. The largest seller was Jane Street, cutting an estimated $4.22M.

  • 112 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $176M of First Trust Indxx NextG ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2024 was Citadel Advisors, an estimated $2.51M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2024 was Jane Street, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2024.