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First Trust Indxx NextG ETF

118 hedge funds and large institutions have $682M invested in First Trust Indxx NextG ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $644M → $682M (+$37.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 64.95%64.04% (-0.91%)

2% less funds holding

Funds holding: 121118 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$276M -$262K -3,512 -0.1%
UBS Group
2
UBS Group
Switzerland
$73.8M -$364K -4,873 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$52.2M +$1.48M +19,767 +3%
LPL Financial
4
LPL Financial
California
$31.1M +$1.84M +24,609 +6%
Bank of America
5
Bank of America
North Carolina
$30.4M +$853K +11,429 +3%
Wells Fargo
6
Wells Fargo
California
$27.7M +$486K +6,513 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.1M +$1.7M +22,822 +11%
RJA
8
Raymond James & Associates
Florida
$13.4M +$1.66M +22,298 +15%
KAS
9
Kestra Advisory Services
Texas
$12.2M +$2.94M +39,385 +33%
Stifel Financial
10
Stifel Financial
Missouri
$11.3M -$1.34M -17,981 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.2M +$730K +9,777 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.65M +$1.66M +22,169 +21%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.07M +$364K +4,871 +4%
LFAS
14
Level Four Advisory Services
Texas
$6.38M +$450K +6,023 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.81M -$1.15M -15,363 -17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.84M +$423K +5,668 +10%
PAG
17
Private Advisor Group
New Jersey
$4.74M +$605K +8,101 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.12M +$386K +5,176 +11%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$4.01M -$126K -1,682 -3%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$3.85M +$66.2K +887 +2%
SWAG
21
Spectrum Wealth Advisory Group
California
$3.12M +$530K +7,097 +21%
UR
22
USCA RIA
Texas
$3.1M +$179K +2,403 +6%
SCA
23
Snowden Capital Advisors
New York
$3M -$536K -7,177 -15%
FPB
24
First PREMIER Bank
South Dakota
$2.36M +$356K +4,774 +18%
MIAN
25
Mariner Independent Advisor Network
Kansas
$2.33M +$65.4K +876 +3%

NXTG Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2021, worth a combined $682M — up 5.9% from $644M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NXTG and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 65 added.

The largest buyer was Kestra Advisory Services, adding an estimated $2.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.63M sold.

  • 118 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $682M of First Trust Indxx NextG ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2021 was Kestra Advisory Services, an estimated $2.94M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2021.