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First Trust Indxx NextG ETF

115 hedge funds and large institutions have $200M invested in First Trust Indxx NextG ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
16
Reduced
60
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.2M +$18.6M +242,424 +86%
UBS Group
2
UBS Group
Switzerland
$20.4M -$2.13M -27,805 -9%
LPL Financial
3
LPL Financial
California
$18.5M -$1.54M -20,008 -8%
AAS
4
Avantax Advisory Services
Texas
$9.52M -$1.09M -14,148 -10%
Jane Street
5
Jane Street
New York
$7.65M +$3.72M +48,472 +95%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.2M +$28.5K +372 +0.4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.83M -$176K -2,296 -3%
RJA
8
Raymond James & Associates
Florida
$6.49M -$388K -5,061 -6%
Bank of America
9
Bank of America
North Carolina
$5.54M -$119K -1,555 -2%
Wells Fargo
10
Wells Fargo
California
$5.3M -$35.4K -461 -0.7%
KAS
11
Kestra Advisory Services
Texas
$4.19M -$95.1K -1,240 -2%
Stifel Financial
12
Stifel Financial
Missouri
$3.78M -$111K -1,446 -3%
PAG
13
Private Advisor Group
New Jersey
$3.65M -$138K -1,803 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.37M -$531K -6,912 -14%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.22M -$508K -6,623 -14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.13M -$106K -1,376 -3%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$3.09M -$276K -3,599 -8%
Mariner
18
Mariner
Kansas
$2.84M -$344K -4,485 -11%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.7M -$308K -4,015 -10%
FPB
20
First PREMIER Bank
South Dakota
$2.01M -$31.1K -405 -2%
CWM
21
Concentrum Wealth Management
California
$1.88M +$34.8K +453 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.71M -$433K -5,648 -20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.56M -$1.42M -18,526 -48%
NA
24
NewEdge Advisors
Louisiana
$1.52M -$136K -1,779 -8%
PWM
25
Perigon Wealth Management
California
$1.5M +$1.5M +19,500 New