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First Trust Indxx NextG ETF

114 hedge funds and large institutions have $184M invested in First Trust Indxx NextG ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 116114 (-2)

3.03% less ownership

Funds ownership: 50.04%47.01% (-3%)

9% less capital invested

Capital invested by funds: $202M → $184M (-$17.3M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
32
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
76
StoneX Group
New York
$214K -$50.8K -658 -20%
EWM
77
EPG Wealth Management
Georgia
$205K +$199K +2,585 New
SAS
78
Stelac Advisory Services
New York
$202K
KWA
79
Kingswood Wealth Advisors
California
$201K +$196K +2,539 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$170K -$6.33K -82 -4%
IGWM
81
ICA Group Wealth Management
Colorado
$135K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$121K +$10.4K +135 +10%
IA
83
IFP Advisors
Florida
$115K -$1.31K -17 -1%
JP Morgan Chase
84
JP Morgan Chase
New York
$109K -$16.2K -210 -13%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$107K
S
86
SignatureFD
Georgia
$98.4K
Comerica Bank
87
Comerica Bank
Texas
$87.4K -$9.72K -126 -10%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$79.7K -$8.64K -112 -10%
GRP
89
Global Retirement Partners
California
$57.9K +$4.71K +61 +9%
BL
90
BFSG LLC
California
$36.2K
CTC
91
Central Trust Company
Missouri
$32.5K
CWAF
92
Core Wealth Advisors (Florida)
Florida
$29.2K
LFG
93
Larson Financial Group
Missouri
$27.3K +$77 +1 +0.3%
HGERS
94
Householder Group Estate & Retirement Specialist
Arizona
$24.8K -$2.01K -26 -8%
SS
95
Sunbelt Securities
Texas
$21.6K
AI
96
Arvest Investments
Arkansas
$21K
NECFA
97
New England Capital Financial Advisors
Connecticut
$20.2K
HCP
98
Hexagon Capital Partners
Arkansas
$15.9K
BCMLT
99
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K
RWPA
100
Richard W. Paul & Associates
Michigan
$13.7K -$8.41K -109 -39%

NXTG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2024, worth a combined $184M — down 8.6% from $202M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXTG and 6 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 32 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $21.1M.

  • 114 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $184M of First Trust Indxx NextG ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 6 funds opened new First Trust Indxx NextG ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2024 was Benjamin F. Edwards & Company, an estimated $1.16M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2024 was Morgan Stanley, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2024.