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First Trust Indxx NextG ETF

68 hedge funds and large institutions have $331M invested in First Trust Indxx NextG ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+15
Holders Change %
+28.3%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
27
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Avantax Advisory Services
Texas
$210M +$68.8M +1,264,176 +49%
UBS Group
2
UBS Group
Switzerland
$26.7M +$16.4M +302,065 +160%
Morgan Stanley
3
Morgan Stanley
New York
$20.3M +$5.08M +93,276 +33%
LPL Financial
4
LPL Financial
California
$9.5M +$4.3M +79,042 +83%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.02M +$2.79M +51,231 +86%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.39M +$5.39M +98,893 New
RJA
7
Raymond James & Associates
Florida
$5.33M +$3.16M +58,073 +146%
Stifel Financial
8
Stifel Financial
Missouri
$5.15M +$3.81M +70,015 +285%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.4M +$1.08M +19,815 +33%
Wells Fargo
10
Wells Fargo
California
$3.84M +$3.83M +70,400 +117,333%
PFS
11
Prospera Financial Services
Texas
$3.67M +$3.67M +67,319 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$2.73M +$891K +16,357 +49%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.69M +$1.63M +30,011 +155%
Bank of America
14
Bank of America
North Carolina
$2.06M +$2.06M +37,909 New
Truist Financial
15
Truist Financial
North Carolina
$1.88M +$1.88M +34,549 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.61M +$1.14M +20,873 +240%
UR
17
USCA RIA
Texas
$1.61M +$47.5K +872 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.54M +$746K +13,716 +94%
Citadel Advisors
19
Citadel Advisors
Florida
$1.44M -$6.49M -119,166 -82%
PSF
20
Pacific Sun Financial
California
$1.29M -$35.4K -650 -3%
WA
21
Wealth Advisors
California
$1.28M +$59.5K +1,055 +5%
FPB
22
First PREMIER Bank
South Dakota
$1.08M +$95.1K +1,745 +10%
PAG
23
Private Advisor Group
New Jersey
$1.04M +$576K +10,587 +126%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$990K -$365K -6,696 -27%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$821K