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First Trust Indxx NextG ETF

116 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

8% more funds holding

Funds holding: 107116 (+9)

2.11% more ownership

Funds ownership: 45.51%47.62% (+2.1%)

0% less capital invested

Capital invested by funds: $175M → $175M (-$207K)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.4M -$131K -1,523 -0.6%
LPL Financial
2
LPL Financial
California
$19M +$38.6K +448 +0.2%
UBS Group
3
UBS Group
Switzerland
$17.4M -$928K -10,780 -5%
AAS
4
Avantax Advisory Services
Texas
$8.9M -$217K -2,524 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$7.07M +$7.14M +82,854 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.82M -$122K -1,412 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.44M -$238K -2,759 -4%
Wells Fargo
8
Wells Fargo
California
$6.09M +$243K +2,819 +4%
Bank of America
9
Bank of America
North Carolina
$5.48M +$95.2K +1,106 +2%
KAS
10
Kestra Advisory Services
Texas
$5.19M +$293K +3,406 +6%
BEI
11
Benjamin Edwards Inc
Missouri
$4.22M -$279K -3,240 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.74M +$3.42M +39,749 +956%
FTUS
13
Flow Traders U.S.
New York
$3.69M +$2M +23,203 +116%
PAG
14
Private Advisor Group
New Jersey
$3.58M -$191K -2,217 -5%
Mariner
15
Mariner
Kansas
$3.23M +$40K +465 +1%
Stifel Financial
16
Stifel Financial
Missouri
$2.84M -$131K -1,516 -4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.4M +$36.1K +419 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.34M -$15.7K -182 -0.7%
CWM
19
Concentrum Wealth Management
California
$2.16M -$51.2K -595 -2%
FPB
20
First PREMIER Bank
South Dakota
$2.12M -$40.5K -470 -2%
NA
21
NewEdge Advisors
Louisiana
$1.82M +$15.8K +184 +0.9%
PWM
22
Perigon Wealth Management
California
$1.67M
Osaic Holdings
23
Osaic Holdings
Arizona
$1.64M -$140K -1,621 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.63M -$111K -1,288 -6%
PSF
25
Pacific Sun Financial
California
$1.51M +$2.58K +30 +0.2%

NXTG Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q4 2024, worth a combined $175M — down 0.12% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NXTG positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.42M. The largest seller was UBS Group, cutting an estimated $928K.

  • 116 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q4 2024, down 0.12% quarter-over-quarter.
  • 18 funds opened new First Trust Indxx NextG ETF positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $3.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q4 2024 was UBS Group, an estimated $928K sold.

Based on aggregated 13F filings for Q4 2024.