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First Trust Indxx NextG ETF
NXTG

114 hedge funds and large institutions have $184M invested in First Trust Indxx NextG ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 116 → 114 (-2)

3.03% less ownership

Funds ownership: 50.04% → 47.01% (-3%)

9% less capital invested

Capital invested by funds: $202M → $184M (-$17.3M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.16M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$990K
3
Wells Fargo
Wells Fargo
California
+$629K
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$617K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$489K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$21.1M
2
UBS Group
UBS Group
Switzerland
-$1.7M
3
Jane Street
Jane Street
New York
-$1.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$769K
5
Osaic Holdings
Osaic Holdings
Arizona
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$11.8K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$9.91K – – –
TWC
103
TD Waterhouse Canada
Ontario, Canada
$9.8K – – –
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$7.72K – – –
PS
105
Principal Securities
Iowa
$6.5K -$386 -5 -6%
PA
106
PSI Advisors
Florida
$5.95K – – –
VAG
107
VisionPoint Advisory Group
Texas
$4.91K – – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$4.82K – – –
FGAM
109
Financial Gravity Asset Management
Texas
$4.22K – – –
CFGS
110
Concourse Financial Group Securities
Alabama
$3.73K – – –
FIM
111
Fernwood Investment Management
Massachusetts
$3.47K +$3.4K +44 New
IRC
112
Investors Research Corp
Georgia
$872 +$849 +11 New
VWM
113
Valley Wealth Managers
New Jersey
$317 – – –
AWM
114
Avior Wealth Management
Nebraska
$158 -$772 -10 -83%
SIS
115
Sound Income Strategies
Florida
$1 – – –
Citadel Advisors
116
Citadel Advisors
Florida
– -$769K -10,017 Closed
PRI
117
Prepared Retirement Institute
Pennsylvania
– -$327K -4,258 Closed
IA
118
Insight Advisors
Pennsylvania
– -$231K -3,010 Closed
PA
119
Parallel Advisors
California
– -$9.05K -118 Closed
ASN
120
Advisory Services Network
Georgia
– -$5.75K -75 Closed
MFT
121
Moisand Fitzgerald Tamayo
Florida
– -$4.99K -65 Closed
RFG
122
REAP Financial Group
Texas
– -$4.24K -55 Closed
1 2 3 4
5

NXTG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2024, worth a combined $184M — down 8.6% from $202M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXTG and 6 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 32 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $21.1M.

  • 114 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $184M of First Trust Indxx NextG ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 6 funds opened new First Trust Indxx NextG ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2024 was Benjamin F. Edwards & Company, an estimated $1.16M added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2024 was Morgan Stanley, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2024.