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First Trust Indxx NextG ETF

116 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 107116 (+9)

2.11% more ownership

Funds ownership: 45.51%47.62% (+2.1%)

0% less capital invested

Capital invested by funds: $175M → $175M (-$207K)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
101
Golden State Wealth Management
California
$11.8K +$11.9K +138 New
AIP
102
Ameritas Investment Partners
Nebraska
$10.7K
PS
103
Principal Securities
Iowa
$8.87K -$2.24K -26 -20%
RWPA
104
Richard W. Paul & Associates
Michigan
$8.53K -$1.38K -16 -14%
DWM
105
Darwin Wealth Management
Florida
$8.19K -$1.12K -13 -12%
US Bancorp
106
US Bancorp
Minnesota
$6.82K +$6.89K +80 New
PA
107
PSI Advisors
Florida
$6.4K
BTC
108
Bank & Trust Company
Illinois
$6.06K
ADL
109
Asset Dedication LLC
California
$5.12K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$5.12K
AssetMark Inc
111
AssetMark Inc
California
$4.18K +$4.22K +49 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$1.02K +$1.03K +12 New
IRC
113
Investors Research Corp
Georgia
$938
TRCT
114
Tower Research Capital (TRC)
New York
$938 +$947 +11 New
AG
115
AmeriFlex Group
Nevada
$778 +$775 +9 New
NS
116
NBC Securities
Alabama
$446 -$478K -5,552 -100%
SIS
117
Sound Income Strategies
Florida
$1
MA
118
MONECO Advisors
Connecticut
-$262K -3,000 Closed
EWM
119
EPG Wealth Management
Georgia
-$225K -2,571 Closed
WWM
120
Western Wealth Management
Colorado
-$211K -2,418 Closed
HSA
121
HBK Sorce Advisory
Pennsylvania
-$201K -2,305 Closed
EDRH
122
Edmond de Rothschild Holding
Switzerland
-$118K -1,350 Closed
JIP
123
Jaffetilchin Investment Partners
Florida
-$25.6K -293 Closed
MWM
124
Mascoma Wealth Management
New Hampshire
-$8.73K -100 Closed

NXTG Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2024, worth a combined $175M — down 0.12% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NXTG positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.42M. The largest seller was UBS Group, cutting an estimated $928K.

  • 116 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q4 2024, down 0.12% quarter-over-quarter.
  • 18 funds opened new First Trust Indxx NextG ETF positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $3.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2024 was UBS Group, an estimated $928K sold.

Based on aggregated 13F filings for Q4 2024.