We are live on ! Find out more
NXTG icon

First Trust Indxx NextG ETF

136 hedge funds and large institutions have $310M invested in First Trust Indxx NextG ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142136 (-6)

8.22% less ownership

Funds ownership: 60.23%52.01% (-8.2%)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

46% less capital invested

Capital invested by funds: $576M → $310M (-$266M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
36
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$35.8M -$5.61M -80,439 -13%
Morgan Stanley
2
Morgan Stanley
New York
$35M -$4.08M -58,604 -10%
LPL Financial
3
LPL Financial
California
$27.4M -$2.22M -31,889 -7%
Bank of America
4
Bank of America
North Carolina
$24.4M -$3.01M -43,136 -10%
AAS
5
Avantax Advisory Services
Texas
$18.7M -$150M -2,152,535 -88%
Wells Fargo
6
Wells Fargo
California
$15.7M -$4.92M -70,665 -22%
Stifel Financial
7
Stifel Financial
Missouri
$10.6M +$443K +6,364 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.4M -$803K -11,530 -7%
RJA
9
Raymond James & Associates
Florida
$9.88M -$4.01M -57,500 -27%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$8.79M -$78.7K -1,129 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.91M -$1.01M -14,475 -12%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.74M -$639K -9,171 -8%
Jane Street
13
Jane Street
New York
$6.44M +$2.39M +34,244 +52%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.91M -$158K -2,269 -3%
KAS
15
Kestra Advisory Services
Texas
$4.62M -$4.26M -61,066 -46%
PAG
16
Private Advisor Group
New Jersey
$4.11M -$175K -2,518 -4%
SWAG
17
Spectrum Wealth Advisory Group
California
$4.09M +$191K +2,739 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.87M -$255K -3,666 -6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.05M -$352K -5,049 -10%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$2.66M +$52.7K +756 +2%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$2.62M -$69.3K -995 -2%
AI
22
Atria Investments
North Carolina
$2.45M +$34.6K +497 +1%
Mariner
23
Mariner
Kansas
$2.39M +$209 +3 +0%
FPB
24
First PREMIER Bank
South Dakota
$2.17M -$13.2K -190 -0.6%
SCA
25
Snowden Capital Advisors
New York
$1.98M -$56K -803 -3%

NXTG Hedge Fund Activity: Q2 2022 in Review

136 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2022, worth a combined $310M — down 46% from $576M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NXTG and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 36 added.

The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Avantax Advisory Services, cutting an estimated $150M.

  • 136 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $310M of First Trust Indxx NextG ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx NextG ETF positions in Q2 2022 and 16 closed out, a net change of -5 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2022 was Jane Street, an estimated $2.39M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2022 was Avantax Advisory Services, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2022.