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First Trust Indxx NextG ETF

118 hedge funds and large institutions have $682M invested in First Trust Indxx NextG ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $644M → $682M (+$37.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 64.95%64.04% (-0.91%)

2% less funds holding

Funds holding: 121118 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$353K +$33.3K +446 +11%
CS
77
Credit Suisse
Switzerland
$333K +$326K +4,367 New
AF
78
Advisornet Financial
Minnesota
$306K
CA
79
Cetera Advisors
Colorado
$294K +$5.97K +80 +2%
AWM
80
AE Wealth Management
Kansas
$290K +$47.6K +638 +20%
1W
81
1776 Wealth
Georgia
$285K +$9.63K +129 +4%
BPA
82
Beacon Pointe Advisors
California
$275K +$269K +3,601 New
MML Investors Services
83
MML Investors Services
Massachusetts
$262K +$256K +3,429 New
EWM
84
EPG Wealth Management
Georgia
$238K +$373 +5 +0.2%
T
85
TRUADVICE
Florida
$238K +$11.8K +158 +5%
AW
86
ACG Wealth
Georgia
$231K -$66.7K -893 -23%
CFGS
87
Concourse Financial Group Securities
Alabama
$231K +$26K +348 +13%
RIA
88
Regal Investment Advisors
Michigan
$222K +$217K +2,908 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$209K +$56K +750 +38%
CAAS
90
Capital Asset Advisory Services
Michigan
$207K -$10.2K -137 -5%
JPLA
91
Joseph P. Lucia & Associates
New York
$156K +$14.6K +195 +11%
TI
92
tru Independence
Oregon
$141K +$138K +1,842 New
NFG
93
Next Financial Group
Texas
$123K -$57.6K -772 -32%
IA
94
IFP Advisors
Florida
$120K +$28K +375 +32%
EDRH
95
Edmond de Rothschild Holding
Switzerland
$103K
CFA
96
Carroll Financial Associates
North Carolina
$47K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$32K -$46.5K -623 -60%
CTC
98
Central Trust Company
Missouri
$31K
AWM
99
Avior Wealth Management
Nebraska
$28K -$1.87K -25 -6%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$28K +$4.48K +60 +19%

NXTG Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2021, worth a combined $682M — up 5.9% from $644M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NXTG and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 65 added.

The largest buyer was Kestra Advisory Services, adding an estimated $2.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.63M sold.

  • 118 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $682M of First Trust Indxx NextG ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2021 was Kestra Advisory Services, an estimated $2.94M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2021.