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First Trust Indxx NextG ETF

142 hedge funds and large institutions have $668M invested in First Trust Indxx NextG ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

12% more funds holding

Funds holding: 127142 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $693M → $668M (-$25.2M)

2.88% less ownership

Funds ownership: 64.67%61.79% (-2.9%)

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
53
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$205M -$84.3M -1,059,892 -30%
UBS Group
2
UBS Group
Switzerland
$72.2M -$952K -11,965 -1%
Morgan Stanley
3
Morgan Stanley
New York
$58.4M -$12.5K -157 -0%
LPL Financial
4
LPL Financial
California
$38.5M +$679K +8,529 +2%
Bank of America
5
Bank of America
North Carolina
$36.4M +$3.23M +40,593 +10%
Wells Fargo
6
Wells Fargo
California
$28.7M -$2.27M -28,500 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.9M -$1.46M -18,406 -7%
RJA
8
Raymond James & Associates
Florida
$19.2M +$3.92M +49,228 +27%
KAS
9
Kestra Advisory Services
Texas
$13.7M -$512K -6,437 -4%
Stifel Financial
10
Stifel Financial
Missouri
$13.4M +$487K +6,125 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.5M -$2.16M -27,147 -16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M +$446K +5,604 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.6M +$395K +4,967 +4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.72M +$740K +9,293 +11%
GLA
15
Good Life Advisors
Pennsylvania
$6.59M +$265K +3,325 +4%
PAG
16
Private Advisor Group
New Jersey
$5.44M +$156K +1,960 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.28M +$227K +2,853 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.07M +$296K +3,715 +6%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$4.63M +$272K +3,424 +7%
SWAG
20
Spectrum Wealth Advisory Group
California
$3.67M +$112K +1,408 +3%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$3.56M +$34.4K +432 +1%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$3.38M -$263K -3,301 -7%
FPB
23
First PREMIER Bank
South Dakota
$2.78M +$48.5K +609 +2%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.67M +$106K +1,326 +4%
AI
25
Atria Investments
North Carolina
$2.62M +$426K +5,348 +20%

NXTG Hedge Fund Activity: Q4 2021 in Review

142 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2021, worth a combined $668M — down 3.6% from $693M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NXTG positions and 13 closed out — a net gain of 18 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.92M. The largest seller was Avantax Advisory Services, cutting an estimated $84.3M.

  • 142 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $668M of First Trust Indxx NextG ETF stock for Q4 2021, down 3.6% quarter-over-quarter.
  • 31 funds opened new First Trust Indxx NextG ETF positions in Q4 2021 and 13 closed out, a net change of +18 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $3.92M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2021 was Avantax Advisory Services, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2021.