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First Trust Indxx NextG ETF

120 hedge funds and large institutions have $643M invested in First Trust Indxx NextG ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+26
Holders Change %
+27.66%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
66
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Avantax Advisory Services
Texas
$264M -$8.19M -112,092 -3%
UBS Group
2
UBS Group
Switzerland
$71M +$10.8M +147,583 +18%
Morgan Stanley
3
Morgan Stanley
New York
$48.5M +$6.97M +95,417 +17%
Bank of America
4
Bank of America
North Carolina
$28.2M +$8.73M +119,474 +45%
LPL Financial
5
LPL Financial
California
$28M +$4.19M +57,389 +18%
Wells Fargo
6
Wells Fargo
California
$26M +$8.11M +111,042 +45%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.7M +$5.63M +77,115 +62%
Stifel Financial
8
Stifel Financial
Missouri
$12.2M +$3.76M +51,459 +45%
RJA
9
Raymond James & Associates
Florida
$11.2M +$1.43M +19,587 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$10M +$1.35M +18,403 +16%
KAS
11
Kestra Advisory Services
Texas
$8.84M +$702K +9,609 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.33M +$1.06M +14,489 +15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.62M +$1.83M +25,085 +32%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.68M +$1.26M +17,308 +23%
LFAS
15
Level Four Advisory Services
Texas
$5.66M +$949K +12,986 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.22M +$1.53M +20,938 +57%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$3.96M +$152K +2,074 +4%
PAG
18
Private Advisor Group
New Jersey
$3.95M +$488K +6,673 +14%
AI
19
Atria Investments
North Carolina
$3.93M +$1.94M +26,526 +97%
CAS
20
Cascadia Advisory Services
Oregon
$3.85M +$3.85M +52,635 New
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$3.62M +$240K +3,290 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.56M +$878K +12,015 +33%
SCA
23
Snowden Capital Advisors
New York
$3.4M +$137K +1,874 +4%
Truist Financial
24
Truist Financial
North Carolina
$2.92M +$98.6K +1,350 +3%
UR
25
USCA RIA
Texas
$2.79M +$174K +2,376 +7%