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First Trust Indxx NextG ETF

141 hedge funds and large institutions have $667M invested in First Trust Indxx NextG ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
52
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Avantax Advisory Services
Texas
$205M -$87.6M -1,059,892 -30%
UBS Group
2
UBS Group
Switzerland
$72.2M -$989K -11,965 -1%
Morgan Stanley
3
Morgan Stanley
New York
$58.4M -$13K -157 -0%
LPL Financial
4
LPL Financial
California
$38.5M +$705K +8,529 +2%
Bank of America
5
Bank of America
North Carolina
$36.4M +$3.35M +40,593 +10%
Wells Fargo
6
Wells Fargo
California
$28.7M -$2.35M -28,500 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.9M -$1.52M -18,406 -7%
RJA
8
Raymond James & Associates
Florida
$19.2M +$4.07M +49,228 +27%
KAS
9
Kestra Advisory Services
Texas
$13.7M -$532K -6,437 -4%
Stifel Financial
10
Stifel Financial
Missouri
$13.4M +$506K +6,125 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.5M -$2.24M -27,147 -16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M +$463K +5,604 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.6M +$410K +4,967 +4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.72M +$768K +9,293 +11%
GLA
15
Good Life Advisors
Pennsylvania
$6.59M +$275K +3,325 +4%
PAG
16
Private Advisor Group
New Jersey
$5.44M +$162K +1,960 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.28M +$236K +2,853 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.07M +$307K +3,715 +6%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$4.63M +$283K +3,424 +7%
SWAG
20
Spectrum Wealth Advisory Group
California
$3.67M +$116K +1,408 +3%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$3.56M +$35.7K +432 +1%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$3.38M -$273K -3,301 -7%
FPB
23
First PREMIER Bank
South Dakota
$2.78M +$50.3K +609 +2%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.67M +$110K +1,326 +4%
AI
25
Atria Investments
North Carolina
$2.62M +$442K +5,348 +20%