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First Trust Indxx NextG ETF

23 hedge funds and large institutions have $131M invested in First Trust Indxx NextG ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

96.73% more ownership

Funds ownership: 0%96.73% (+97%)

Holders
23
Holders Change
+23
Holders Change %
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$111M +$108M +2,250,369 New
Jane Street
2
Jane Street
New York
$3.98M +$3.89M +80,965 New
Citadel Advisors
3
Citadel Advisors
Florida
$2.96M +$2.88M +60,087 New
Morgan Stanley
4
Morgan Stanley
New York
$2.35M +$2.29M +47,681 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.89M +$1.84M +38,393 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.34M +$1.31M +27,223 New
PSF
7
Pacific Sun Financial
California
$1.28M +$1.25M +26,071 New
PP
8
Prudential plc
United Kingdom
$1.27M +$1.24M +25,800 New
LPL Financial
9
LPL Financial
California
$1.11M +$1.09M +22,644 New
UBS Group
10
UBS Group
Switzerland
$857K +$836K +17,419 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$821K +$516K +10,761 New
Stifel Financial
12
Stifel Financial
Missouri
$793K +$776K +16,171 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$675K +$658K +13,718 New
RJA
14
Raymond James & Associates
Florida
$279K +$272K +5,668 New
CS
15
Credit Suisse
Switzerland
$267K +$261K +5,434 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$246K +$240K +5,011 New
AG
17
Advisor Group
Arizona
$243K +$237K +4,931 New
Bank of America
18
Bank of America
North Carolina
$48K +$46.9K +977 New
HNB
19
Huntington National Bank
Ohio
$27K
CFGS
20
Concourse Financial Group Securities
Alabama
$22K +$21.5K +448 New
GWM
21
Geneos Wealth Management
Colorado
$10K +$10.4K +217 New
APA
22
American Portfolios Advisors
New York
$4.92K +$4.8K +100 New
WT
23
Whittier Trust
California
$2K +$1.54K +32 New
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
+$48 +1 New

NXTG Hedge Fund Activity: Q2 2019 in Review

23 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2019, worth a combined $131M.

Buyers outnumbered sellers: 23 funds opened new NXTG positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $108M.

  • 23 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2019, up from 0 in Q1 2019.
  • Funds reported $131M of First Trust Indxx NextG ETF stock for Q2 2019.
  • 23 funds opened new First Trust Indxx NextG ETF positions in Q2 2019 and 0 closed out, a net change of +23 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2019 was Avantax Advisory Services, an estimated $108M added.

Based on aggregated 13F filings for Q2 2019.