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First Trust Indxx NextG ETF

107 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 45.95%45.51% (-0.44%)

1% less capital invested

Capital invested by funds: $176M → $175M (-$1.36M)

4% less funds holding

Funds holding: 112107 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

64% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 53

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Darwin Wealth Management
Florida
$9.53K +$9.16K +109 New
MWM
102
Mascoma Wealth Management
New Hampshire
$8.73K +$8.4K +100 New
PA
103
PSI Advisors
Florida
$6.55K
BTC
104
Bank & Trust Company
Illinois
$6.2K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$5.28K -$3.87K -46 -43%
ADL
106
Asset Dedication LLC
California
$5.24K
IRC
107
Investors Research Corp
Georgia
$961
SIS
108
Sound Income Strategies
Florida
$1
Citadel Advisors
109
Citadel Advisors
Florida
-$2.61M -31,915 Closed
SFC
110
Strategic Financial Concepts
Texas
-$4.64K -10,728 Closed
IAIM
111
International Assets Investment Management
Florida
-$698K -8,522 Closed
BRWA
112
B. Riley Wealth Advisors
Florida
-$321K -3,915 Closed
GWP
113
Gateway Wealth Partners
Wisconsin
-$281K -3,433 Closed
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
-$248K -3,024 Closed
GIA
115
Gladstone Institutional Advisory
Florida
-$225K -2,742 Closed
SG
116
StoneX Group
New York
-$201K -2,451 Closed
ZB
117
Zions Bancorporation
Utah
-$32.8K -400 Closed
TWP
118
Triad Wealth Partners
Kansas
-$16.4K -200 Closed
TSMHT
119
Thurston Springer Miller Herd & Titak
Indiana
-$8.73K -106 Closed
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
-$8.15K -100 Closed
SIC
121
Salem Investment Counselors
North Carolina
-$8.19K -100 Closed
VAG
122
VisionPoint Advisory Group
Texas
-$5.08K -62 Closed
AWM
123
Avior Wealth Management
Nebraska
-$163 -2 Closed

NXTG Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2024, worth a combined $175M — down 0.77% from $176M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NXTG and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 19 added.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.61M sold.

  • 107 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2024, down from 112 in Q2 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q3 2024, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $4.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.