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First Trust Indxx NextG ETF

124 hedge funds and large institutions have $234M invested in First Trust Indxx NextG ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 52.01%49.76% (-2.3%)

9% less funds holding

Funds holding: 136124 (-12)

24% less capital invested

Capital invested by funds: $310M → $234M (-$75.9M)

41% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 59

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
35
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
76
Ashton Thomas Private Wealth
Arizona
$269K -$1.08M -16,842 -78%
SB
77
Strategic Blueprint
Georgia
$264K -$30.8K -480 -9%
IWC
78
Integrated Wealth Concepts
Massachusetts
$260K +$64 +1 +0%
RA
79
RFG Advisory
Alabama
$248K -$17.3K -270 -6%
FTUS
80
Flow Traders U.S.
New York
$239K +$6.86K +107 +3%
PWA
81
PCG Wealth Advisors
Kansas
$227K +$261K +4,070 New
MGWM
82
Marks Group Wealth Management
Minnesota
$223K
MA
83
Mutual Advisors
Nebraska
$221K -$92.6K -1,445 -27%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$217K +$249K +3,892 New
SG
85
StoneX Group
New York
$215K -$33.5K -523 -12%
RJT
86
Raymond James Trust
Florida
$210K +$35.8K +558 +17%
CA
87
Cetera Advisors
Colorado
$204K -$4.29K -67 -2%
BPA
88
Beacon Pointe Advisors
California
$200K -$3.59K -56 -2%
IA
89
IFP Advisors
Florida
$193K +$10.4K +162 +4%
CS
90
Credit Suisse
Switzerland
$191K +$168K +2,617 +320%
SAS
91
Stelac Advisory Services
New York
$148K
JP Morgan Chase
92
JP Morgan Chase
New York
$144K +$11.6K +181 +8%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$141K -$1.79K -28 -1%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$139K -$28.8K -449 -15%
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$107K +$123K +1,924 New
AWM
96
Avior Wealth Management
Nebraska
$84K +$769 +12 +0.8%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$75K
S
98
SignatureFD
Georgia
$69K +$79.5K +1,241 New
AF
99
Advisornet Financial
Minnesota
$58K -$193K -3,016 -74%
HNB
100
Huntington National Bank
Ohio
$56K

NXTG Hedge Fund Activity: Q3 2022 in Review

124 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2022, worth a combined $234M — down 24% from $310M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NXTG and 7 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.3M. The largest seller was Morgan Stanley, cutting an estimated $5.13M.

  • 124 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $234M of First Trust Indxx NextG ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx NextG ETF positions in Q3 2022 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.3M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2022 was Morgan Stanley, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2022.