We are live on ! Find out more
NXTG icon

First Trust Indxx NextG ETF

142 hedge funds and large institutions have $668M invested in First Trust Indxx NextG ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

12% more funds holding

Funds holding: 127142 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $693M → $668M (-$25.2M)

2.88% less ownership

Funds ownership: 64.67%61.79% (-2.9%)

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
53
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$229K -$66K -829 -23%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$226K
EWM
103
EPG Wealth Management
Georgia
$224K +$2.94K +37 +1%
AWM
104
Apollon Wealth Management
South Carolina
$214K +$207K +2,600 New
HighTower Advisors
105
HighTower Advisors
Illinois
$212K +$203K +2,551 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$210K +$5.97K +75 +3%
CAAS
107
Capital Asset Advisory Services
Michigan
$204K +$197K +2,472 New
CFGS
108
Concourse Financial Group Securities
Alabama
$168K -$82.8K -1,041 -34%
SAS
109
Stelac Advisory Services
New York
$149K +$144K +1,806 New
IA
110
IFP Advisors
Florida
$138K -$38K -477 -22%
AWM
111
Avior Wealth Management
Nebraska
$123K -$875 -11 -0.7%
EDRH
112
Edmond de Rothschild Holding
Switzerland
$112K
FPWM
113
FSB Premier Wealth Management
Iowa
$100K +$96.8K +1,216 New
NFG
114
Next Financial Group
Texas
$87K -$44.9K -564 -35%
CFCI
115
Comprehensive Financial Consultants Institutional
Indiana
$61K +$63.8K +802 New
TSWM
116
Tyler-Stone Wealth Management
Ohio
$54K +$51.7K +650 New
CFA
117
Carroll Financial Associates
North Carolina
$51K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$44K +$36.3K +456 +556%
LFG
119
Larson Financial Group
Missouri
$41K +$39.5K +496 New
CTC
120
Central Trust Company
Missouri
$34K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$32K +$24.1K +303 +356%
HNWAG
122
High Net Worth Advisory Group
Florida
$31K +$29.8K +375 New
GWM
123
Geneos Wealth Management
Colorado
$30K +$9.95K +125 +51%
CWAF
124
Core Wealth Advisors (Florida)
Florida
$30K +$29.4K +369 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$28K

NXTG Hedge Fund Activity: Q4 2021 in Review

142 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2021, worth a combined $668M — down 3.6% from $693M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NXTG positions and 13 closed out — a net gain of 18 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.92M. The largest seller was Avantax Advisory Services, cutting an estimated $84.3M.

  • 142 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $668M of First Trust Indxx NextG ETF stock for Q4 2021, down 3.6% quarter-over-quarter.
  • 31 funds opened new First Trust Indxx NextG ETF positions in Q4 2021 and 13 closed out, a net change of +18 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $3.92M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2021 was Avantax Advisory Services, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2021.