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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
AWM
101
Avior Wealth Management
Nebraska
$114K +$87.4K +1,127 +302%
EDRH
102
Edmond de Rothschild Holding
Switzerland
$103K
CFA
103
Carroll Financial Associates
North Carolina
$47K
CTC
104
Central Trust Company
Missouri
$31K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$26K -$2.33K -30 -8%
JCM
106
Jacobi Capital Management
Pennsylvania
$23K +$78 +1 +0.3%
GRP
107
Global Retirement Partners
California
$22K +$78 +1 +0.3%
HA
108
Herold Advisors
New York
$22K +$23.3K +300 New
GWM
109
Geneos Wealth Management
Colorado
$18K
AIC
110
Archer Investment Corporation
Indiana
$16.9K +$17.1K +221 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$15K
FPS
112
Fieldpoint Private Securities
Connecticut
$15K
PA
113
PSI Advisors
Florida
$15K +$15.4K +198 New
UFF
114
USA Financial Formulas
Michigan
$12K +$11.9K +154 New
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$11K
APA
116
American Portfolios Advisors
New York
$9.54K
AIP
117
Ameritas Investment Partners
Nebraska
$9K -$5.43K -70 -36%
GEA
118
Glen Eagle Advisors
New Jersey
$7.63K
BEI
119
Benjamin Edwards Inc
Missouri
$7K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$6K +$4.89K +63 +286%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$6K +$6.36K +82 New
GWS
122
Glassman Wealth Services
Virginia
$5K
SN
123
Sittner & Nelson
Oregon
$4K +$4.11K +53 New
KTC
124
Kistler-Tiffany Companies
Pennsylvania
$3K
KIG
125
Kowal Investment Group
Wisconsin
$3K +$3.18K +41 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.