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First Trust Indxx NextG ETF
NXTG

124 hedge funds and large institutions have $234M invested in First Trust Indxx NextG ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.25% less ownership

Funds ownership: 52.01% → 49.76% (-2.3%)

9% less funds holding

Funds holding: 136 → 124 (-12)

24% less capital invested

Capital invested by funds: $310M → $234M (-$75.9M)

41% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 59

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
35
Reduced
59
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.06M
3
SPIA
Steward Partners Investment Advisory
New York
+$947K
4
BAM
Belpointe Asset Management
Nevada
+$620K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$591K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.13M
2
Wells Fargo
Wells Fargo
California
-$4.59M
3
UBS Group
UBS Group
Switzerland
-$4.02M
4
AAS
Avantax Advisory Services
Texas
-$4M
5
Jane Street
Jane Street
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$48K +$6.35K +99 +13%
PTC
102
Private Trust Company
Ohio
$47K – – –
GRP
103
Global Retirement Partners
California
$47K +$13.2K +206 +34%
TSWM
104
Tyler-Stone Wealth Management
Ohio
$36K – – –
LFG
105
Larson Financial Group
Missouri
$28K +$64 +1 +0.2%
CTC
106
Central Trust Company
Missouri
$23K – – –
CWAF
107
Core Wealth Advisors (Florida)
Florida
$21K – – –
HNWAG
108
High Net Worth Advisory Group
Florida
$21K – – –
AF
109
Allworth Financial
California
$20K +$15.4K +240 +205%
APA
110
American Portfolios Advisors
New York
$14.6K – – –
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$14K – – –
CAL
112
Capital Analysts LLC
Pennsylvania
$13K – – –
AIC
113
Archer Investment Corporation
Indiana
$12.3K – – –
BCMLT
114
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K – – –
PA
115
Parallel Advisors
California
$11K +$12.9K +201 New
PA
116
PSI Advisors
Florida
$10K – – –
GEA
117
Glen Eagle Advisors
New Jersey
$8.04K +$2.82K +44 +44%
CFGS
118
Concourse Financial Group Securities
Alabama
$8K -$6.41K -100 -40%
AIP
119
Ameritas Investment Partners
Nebraska
$6K – – –
BEI
120
Benjamin Edwards Inc
Missouri
$5K – – –
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
WT
122
Whittier Trust
California
$2K – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$27 +$12.4K +193 +80%
OMC
124
Old Mission Capital
Illinois
– -$1.88M -29,201 Closed
SIM
125
Seaview Investment Managers
Florida
– -$1.58M -24,534 Closed
2 3 4
5
6

NXTG Hedge Fund Activity: Q3 2022 in Review

124 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2022, worth a combined $234M — down 24% from $310M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NXTG and 7 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.3M. The largest seller was Morgan Stanley, cutting an estimated $5.13M.

  • 124 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $234M of First Trust Indxx NextG ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx NextG ETF positions in Q3 2022 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.3M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2022 was Morgan Stanley, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2022.