We are live on ! Find out more
NXTG icon

First Trust Indxx NextG ETF

127 hedge funds and large institutions have $693M invested in First Trust Indxx NextG ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

8% more funds holding

Funds holding: 118127 (+9)

2% more capital invested

Capital invested by funds: $682M → $693M (+$11.5M)

0.63% more ownership

Funds ownership: 64.04%64.67% (+0.63%)

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
58
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$270M -$5.75M -74,159 -2%
UBS Group
2
UBS Group
Switzerland
$67.6M -$6.27M -80,761 -8%
Morgan Stanley
3
Morgan Stanley
New York
$54M +$1.84M +23,691 +3%
LPL Financial
4
LPL Financial
California
$34.9M +$3.86M +49,720 +12%
Bank of America
5
Bank of America
North Carolina
$30.5M +$133K +1,711 +0.4%
Wells Fargo
6
Wells Fargo
California
$28.6M +$964K +12,430 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.8M +$2.77M +35,753 +16%
RJA
8
Raymond James & Associates
Florida
$14M +$610K +7,863 +4%
KAS
9
Kestra Advisory Services
Texas
$13.1M +$925K +11,918 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$12.7M +$1.54M +19,840 +14%
Stifel Financial
11
Stifel Financial
Missouri
$11.9M +$536K +6,913 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.41M -$236K -3,047 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.39M +$331K +4,272 +4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.42M +$628K +8,095 +11%
GLA
15
Good Life Advisors
Pennsylvania
$5.83M +$5.93M +76,460 New
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$5.54M +$5.64M +72,740 New
PAG
17
Private Advisor Group
New Jersey
$4.87M +$136K +1,748 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.66M +$553K +7,125 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.4M -$447K -5,758 -9%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$4.02M +$8.07K +104 +0.2%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$3.38M -$490K -6,320 -13%
SWAG
22
Spectrum Wealth Advisory Group
California
$3.28M +$160K +2,068 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$3.26M +$3.31M +42,682 New
USCWA
24
U.S. Capital Wealth Advisors
Texas
$3.26M +$3.31M +42,669 New
SCA
25
Snowden Capital Advisors
New York
$3.17M +$168K +2,162 +5%

NXTG Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2021, worth a combined $693M — up 1.7% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NXTG positions and 12 closed out — a net gain of 12 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $5.93M. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $6.38M sold.

  • 127 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2021, up from 118 in Q2 2021.
  • Funds reported $693M of First Trust Indxx NextG ETF stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 24 funds opened new First Trust Indxx NextG ETF positions in Q3 2021 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2021 was Good Life Advisors, an estimated $5.93M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2021 was Level Four Advisory Services, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2021.