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First Trust Indxx NextG ETF
NXTG

116 hedge funds and large institutions have $202M invested in First Trust Indxx NextG ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $168M → $202M (+$33.1M)

6% more funds holding

Funds holding: 109 → 116 (+7)

5.7% more ownership

Funds ownership: 44.35% → 50.04% (+5.7%)

74% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 61

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.1M
2
Jane Street
Jane Street
New York
+$3.43M
3
PWM
Perigon Wealth Management
California
+$1.38M
4
IAIM
International Assets Investment Management
Florida
+$671K
5
AWM
AE Wealth Management
Kansas
+$427K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.96M
2
LPL Financial
LPL Financial
California
-$1.41M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.31M
4
AAS
Avantax Advisory Services
Texas
-$1,000K
5
CAN
Cetera Advisor Networks
California
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$9.59K – – –
TWC
102
TD Waterhouse Canada
Ontario, Canada
$9.3K – – –
PA
103
Parallel Advisors
California
$9.05K – – –
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$7.55K – – –
PS
105
Principal Securities
Iowa
$6.68K +$6.15K +87 New
PA
106
PSI Advisors
Florida
$5.75K – – –
ASN
107
Advisory Services Network
Georgia
$5.75K +$5.3K +75 New
PWMG
108
Provence Wealth Management Group
California
$5.22K – – –
MFT
109
Moisand Fitzgerald Tamayo
Florida
$4.99K +$4.59K +65 New
VAG
110
VisionPoint Advisory Group
Texas
$4.76K +$4.38K +62 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$4.63K – – –
RFG
112
REAP Financial Group
Texas
$4.24K +$3.89K +55 New
FGAM
113
Financial Gravity Asset Management
Texas
$4.22K +$3.89K +55 New
CFGS
114
Concourse Financial Group Securities
Alabama
$3.61K – – –
AWM
115
Avior Wealth Management
Nebraska
$920 -$707 -10 -45%
VWM
116
Valley Wealth Managers
New Jersey
$307 – – –
SIS
117
Sound Income Strategies
Florida
$1 – – –
SCA
118
Snowden Capital Advisors
New York
– -$575K -8,477 Closed
Ameriprise
119
Ameriprise
Minnesota
– -$518K -7,631 Closed
IP
120
Ignite Planners
California
– -$430K -6,425 Closed
PTC
121
Private Trust Company
Ohio
– -$57.7K -850 Closed
AF
122
Allworth Financial
California
– -$22.7K -335 Closed
AIC
123
Archer Investment Corporation
Indiana
– -$15K -221 Closed
GEA
124
Glen Eagle Advisors
New Jersey
– -$6.79K -100 Closed
CIA
125
Cape Investment Advisory
Georgia
– -$3.73K -55 Closed
2 3 4
5
6

NXTG Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2023, worth a combined $202M — up 20% from $168M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NXTG positions and 9 closed out — a net gain of 8 holders — while 16 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was UBS Group, cutting an estimated $1.96M.

  • 116 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $202M of First Trust Indxx NextG ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 17 funds opened new First Trust Indxx NextG ETF positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2023 was Morgan Stanley, an estimated $17.1M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2023 was UBS Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2023.