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First Trust Indxx NextG ETF
NXTG

Overview Fund Activity

115 hedge funds and large institutions have $200M 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, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+7
Holders Change %
+6.48%
% 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
60
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.2M
2
Jane Street
Jane Street
New York
$7.65M
3
PWM
Perigon Wealth Management
California
$1.5M
4
IAIM
International Assets Investment Management
Florida
$729K
5
AWM
AE Wealth Management
Kansas
$1.24M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$20.4M
2
LPL Financial
LPL Financial
California
$18.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.56M
4
AAS
Avantax Advisory Services
Texas
$9.52M
5
CAN
Cetera Advisor Networks
California
$887K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
101
TD Waterhouse Canada
Ontario, Canada
$9.3K – – –
PA
102
Parallel Advisors
California
$9.05K – – –
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$7.55K – – –
PS
104
Principal Securities
Iowa
$6.68K +$6.68K +87 New
PA
105
PSI Advisors
Florida
$5.76K – – –
ASN
106
Advisory Services Network
Georgia
$5.76K +$5.76K +75 New
PWMG
107
Provence Wealth Management Group
California
$5.22K – – –
MFT
108
Moisand Fitzgerald Tamayo
Florida
$4.99K +$4.99K +65 New
VAG
109
VisionPoint Advisory Group
Texas
$4.76K +$4.76K +62 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$4.63K – – –
RFG
111
REAP Financial Group
Texas
$4.24K +$4.24K +55 New
FGAM
112
Financial Gravity Asset Management
Texas
$4.22K +$4.22K +55 New
CFGS
113
Concourse Financial Group Securities
Alabama
$3.61K – – –
AWM
114
Avior Wealth Management
Nebraska
$920 -$767 -10 -45%
VWM
115
Valley Wealth Managers
New Jersey
$307 – – –
SIS
116
Sound Income Strategies
Florida
$1 -$1 – –
SCA
117
Snowden Capital Advisors
New York
– -$575K -8,477 Closed
Ameriprise
118
Ameriprise
Minnesota
– -$518K -7,631 Closed
IP
119
Ignite Planners
California
– -$430K -6,425 Closed
PTC
120
Private Trust Company
Ohio
– -$57.7K -850 Closed
AF
121
Allworth Financial
California
– -$22.7K -335 Closed
AIC
122
Archer Investment Corporation
Indiana
– -$15K -221 Closed
GEA
123
Glen Eagle Advisors
New Jersey
– -$6.79K -100 Closed
CIA
124
Cape Investment Advisory
Georgia
– -$3.73K -55 Closed
Creative Planning
125
Creative Planning
Kansas
– -$3.18K -47 Closed
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