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First Trust Indxx NextG ETF

127 hedge funds and large institutions have $693M invested in First Trust Indxx NextG ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

8% more funds holding

Funds holding: 118127 (+9)

2% more capital invested

Capital invested by funds: $682M → $693M (+$11.5M)

0.63% more ownership

Funds ownership: 64.04%64.67% (+0.63%)

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
58
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
76
StoneX Group
New York
$420K +$19.7K +254 +5%
CIAS
77
Capital Investment Advisory Services
North Carolina
$383K -$44.6K -575 -10%
FAIM
78
Financial Advocates Investment Management
Washington
$364K +$10.7K +138 +3%
TCWM
79
Total Clarity Wealth Management
Illinois
$348K -$4.66K -60 -1%
AF
80
Advisornet Financial
Minnesota
$306K
MGWM
81
Marks Group Wealth Management
Minnesota
$305K +$310K +4,000 New
MML Investors Services
82
MML Investors Services
Massachusetts
$290K +$29.2K +377 +11%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$276K +$281K +3,622 New
BPA
84
Beacon Pointe Advisors
California
$275K +$78 +1 +0%
FHC
85
First Heartland Consultants
Missouri
$257K +$261K +3,362 New
ECA
86
Elevated Capital Advisors
Utah
$244K +$248K +3,201 New
RIA
87
Regal Investment Advisors
Michigan
$239K +$17.8K +229 +8%
CFGS
88
Concourse Financial Group Securities
Alabama
$235K +$4.03K +52 +2%
AW
89
ACG Wealth
Georgia
$232K +$621 +8 +0.3%
BCV
90
Banque Cantonale Vaudoise
Switzerland
$229K +$233K +3,000 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$209K
EWM
92
EPG Wealth Management
Georgia
$204K -$33.6K -433 -14%
PA
93
PFG Advisors
Arizona
$203K +$207K +2,666 New
BF
94
BOK Financial
Oklahoma
$202K +$206K +2,649 New
WP
95
WealthPLAN Partners
Nebraska
$201K +$190K +2,447 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$188K +$158K +2,043 +488%
IA
97
IFP Advisors
Florida
$170K +$46.5K +599 +38%
JPLA
98
Joseph P. Lucia & Associates
New York
$156K
NFG
99
Next Financial Group
Texas
$123K
JP Morgan Chase
100
JP Morgan Chase
New York
$116K +$118K +1,516 New

NXTG Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2021, worth a combined $693M — up 1.7% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NXTG positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $5.93M. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $6.38M sold.

  • 127 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2021, up from 118 in Q2 2021.
  • Funds reported $693M of First Trust Indxx NextG ETF stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 24 funds opened new First Trust Indxx NextG ETF positions in Q3 2021 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2021 was Good Life Advisors, an estimated $5.93M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2021 was Level Four Advisory Services, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2021.