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First Trust Indxx NextG ETF

107 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 45.95%45.51% (-0.44%)

1% less capital invested

Capital invested by funds: $176M → $175M (-$1.36M)

4% less funds holding

Funds holding: 112107 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

64% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 53

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21M -$568K -6,764 -3%
LPL Financial
2
LPL Financial
California
$19.4M +$431K +5,123 +2%
UBS Group
3
UBS Group
Switzerland
$18.8M -$1.49M -17,751 -8%
AAS
4
Avantax Advisory Services
Texas
$9.33M -$862K -10,262 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.1M -$788K -9,380 -10%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.84M -$633K -7,536 -9%
Wells Fargo
7
Wells Fargo
California
$5.99M -$39.5K -470 -0.7%
RJA
8
Raymond James & Associates
Florida
$5.53M -$30.6K -364 -0.6%
Bank of America
9
Bank of America
North Carolina
$5.52M -$263K -3,125 -5%
KAS
10
Kestra Advisory Services
Texas
$5.01M -$59.5K -708 -1%
BEI
11
Benjamin Edwards Inc
Missouri
$4.6M +$4.42M +52,628 New
PAG
12
Private Advisor Group
New Jersey
$3.86M +$83.9K +998 +2%
Mariner
13
Mariner
Kansas
$3.26M -$74.5K -887 -2%
Stifel Financial
14
Stifel Financial
Missouri
$3.04M -$259K -3,079 -8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.42M -$239K -2,839 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.41M -$827K -9,839 -26%
CWM
17
Concentrum Wealth Management
California
$2.26M +$2.52K +30 +0.1%
FPB
18
First PREMIER Bank
South Dakota
$2.21M -$11.2K -133 -0.5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.15M +$34.9K +415 +2%
NA
20
NewEdge Advisors
Louisiana
$1.85M -$12.2K -145 -0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.82M -$429K -5,100 -20%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.79M +$53.2K +633 +3%
FTUS
23
Flow Traders U.S.
New York
$1.75M +$1.68M +20,027 New
PWM
24
Perigon Wealth Management
California
$1.7M
PSF
25
Pacific Sun Financial
California
$1.55M -$3.36K -40 -0.2%

NXTG Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2024, worth a combined $175M — down 0.77% from $176M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NXTG and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 19 added.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.61M sold.

  • 107 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2024, down from 112 in Q2 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q3 2024, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $4.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.