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First Trust Indxx NextG ETF

112 hedge funds and large institutions have $176M invested in First Trust Indxx NextG ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

4% less capital invested

Capital invested by funds: $184M → $176M (-$8.06M)

1.06% less ownership

Funds ownership: 47.01%45.95% (-1.1%)

2% less funds holding

Funds holding: 114112 (-2)

62% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 52

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$10.2K
RWPA
102
Richard W. Paul & Associates
Michigan
$9.83K -$4.16K -53 -31%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$8.75K +$3.61K +46 +77%
TSMHT
104
Thurston Springer Miller Herd & Titak
Indiana
$8.73K +$8.32K +106 New
SIC
105
Salem Investment Counselors
North Carolina
$8.19K +$7.85K +100 New
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$8.15K
PA
107
PSI Advisors
Florida
$6.14K
BTC
108
Bank & Trust Company
Illinois
$5.82K +$5.58K +71 New
VAG
109
VisionPoint Advisory Group
Texas
$5.08K
ADL
110
Asset Dedication LLC
California
$4.92K +$4.71K +60 New
SFC
111
Strategic Financial Concepts
Texas
$4.64K +$843K +10,728 New
IRC
112
Investors Research Corp
Georgia
$901
AWM
113
Avior Wealth Management
Nebraska
$163
SIS
114
Sound Income Strategies
Florida
$1
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
-$632K -8,000 Closed
AWM
116
Apollon Wealth Management
South Carolina
-$218K -2,753 Closed
KWA
117
Kingswood Wealth Advisors
California
-$201K -2,539 Closed
IGWM
118
ICA Group Wealth Management
Colorado
-$135K -1,705 Closed
CWAF
119
Core Wealth Advisors (Florida)
Florida
-$29.2K -369 Closed
TWC
120
TD Waterhouse Canada
Ontario, Canada
-$9.8K -125 Closed
FGAM
121
Financial Gravity Asset Management
Texas
-$4.22K -55 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
-$3.69K -47 Closed
FIM
123
Fernwood Investment Management
Massachusetts
-$3.47K -44 Closed
VWM
124
Valley Wealth Managers
New Jersey
-$317 -4 Closed

NXTG Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2024, worth a combined $176M — down 4.4% from $184M a quarter earlier.

Fund positioning in NXTG was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 52 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.51M. The largest seller was Jane Street, cutting an estimated $4.22M.

  • 112 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $176M of First Trust Indxx NextG ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2024 was Citadel Advisors, an estimated $2.51M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2024 was Jane Street, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2024.