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First Trust Indxx NextG ETF

115 hedge funds and large institutions have $217M invested in First Trust Indxx NextG ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 49.76%49.96% (+0.2%)

7% less funds holding

Funds holding: 124115 (-9)

7% less capital invested

Capital invested by funds: $234M → $217M (-$17.1M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

68% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
20
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
76
StoneX Group
New York
$233K -$2.51K -42 -1%
EA
77
Ergawealth Advisors
Illinois
$222K +$218K +3,640 New
Citigroup
78
Citigroup
New York
$218K -$614K -10,250 -74%
BPA
79
Beacon Pointe Advisors
California
$217K +$180 +3 +0.1%
IA
80
IFP Advisors
Florida
$169K -$32.6K -545 -13%
SAS
81
Stelac Advisory Services
New York
$156K -$6.17K -103 -4%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$152K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$143K -$10.4K -174 -7%
JP Morgan Chase
84
JP Morgan Chase
New York
$119K -$37.5K -627 -24%
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$96K -$2.3M -38,459 -96%
MCC
86
Money Concepts Capital
Florida
$94.3K +$92.6K +1,546 New
EDRH
87
Edmond de Rothschild Holding
Switzerland
$82.3K
S
88
SignatureFD
Georgia
$75.7K
GRP
89
Global Retirement Partners
California
$65.2K +$15.1K +252 +31%
AIC
90
Archer Investment Corporation
Indiana
$54.8K +$40.6K +678 +307%
PTC
91
Private Trust Company
Ohio
$52K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$49.5K -$2.99K -50 -6%
AWM
93
Avior Wealth Management
Nebraska
$32.5K -$58.6K -979 -65%
LFG
94
Larson Financial Group
Missouri
$30.9K +$539 +9 +2%
ASN
95
Advisory Services Network
Georgia
$25.9K +$25.4K +425 New
CTC
96
Central Trust Company
Missouri
$25K
RWPA
97
Richard W. Paul & Associates
Michigan
$23.1K +$22.6K +378 New
HNWAG
98
High Net Worth Advisory Group
Florida
$22.9K
CWAF
99
Core Wealth Advisors (Florida)
Florida
$22.5K
AF
100
Allworth Financial
California
$21.8K

NXTG Hedge Fund Activity: Q4 2022 in Review

115 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2022, worth a combined $217M — down 7.3% from $234M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NXTG and 14 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 20 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $8.88M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 115 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2022, down from 124 in Q3 2022.
  • Funds reported $217M of First Trust Indxx NextG ETF stock for Q4 2022, down 7.3% quarter-over-quarter.
  • 14 funds opened new First Trust Indxx NextG ETF positions in Q4 2022 and 20 closed out, a net change of -6 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $8.88M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2022 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2022.