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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
JCM
101
Jacobi Capital Management
Pennsylvania
$23K +$75 +1 +0.3%
FFG
102
Ford Financial Group
California
$23K +$23.2K +311 New
GRP
103
Global Retirement Partners
California
$22K +$6.87K +92 +46%
GWM
104
Geneos Wealth Management
Colorado
$18K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$15K
FPS
106
Fieldpoint Private Securities
Connecticut
$15K
Barclays
107
Barclays
United Kingdom
$15K +$3.51K +47 +31%
AIP
108
Ameritas Investment Partners
Nebraska
$14K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$11K +$10.8K +145 New
APA
110
American Portfolios Advisors
New York
$9.54K
GEA
111
Glen Eagle Advisors
New Jersey
$7.63K
BEI
112
Benjamin Edwards Inc
Missouri
$7K +$149 +2 +2%
GWS
113
Glassman Wealth Services
Virginia
$5K
ASN
114
Advisory Services Network
Georgia
$4K +$3.88K +52 New
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$3K +$75 +1 +2%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$2K -$149 -2 -8%
WT
117
Whittier Trust
California
$2K
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$1K +$672 +9 New
Citadel Advisors
119
Citadel Advisors
Florida
-$2.63M -35,955 Closed
TC
120
TownSquare Capital
Utah
-$2.01M -14,122 Closed
IA
121
IFG Advisory
Georgia
-$770K -10,551 Closed
BRWM
122
B. Riley Wealth Management
Tennessee
-$258K -3,531 Closed
First Manhattan
123
First Manhattan
New York
-$145K -1,993 Closed
GC
124
Grace Capital
Massachusetts
-$66K -900 Closed
WAP
125
Wealthcare Advisory Partners
Pennsylvania
-$51K -697 Closed

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.