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First Trust Indxx NextG ETF

110 hedge funds and large institutions have $158M invested in First Trust Indxx NextG ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% less ownership

Funds ownership: 47.62%46.09% (-1.5%)

5% less funds holding

Funds holding: 116110 (-6)

9% less capital invested

Capital invested by funds: $175M → $158M (-$16.3M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

50% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 50

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.5M -$474K -5,432 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.9M -$2.44M -27,903 -12%
UBS Group
3
UBS Group
Switzerland
$17.6M +$320K +3,665 +2%
AAS
4
Avantax Advisory Services
Texas
$8.67M -$183K -2,099 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$7.12M +$90.6K +1,038 +1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.08M -$338K -3,867 -5%
Wells Fargo
7
Wells Fargo
California
$5.62M -$455K -5,213 -7%
Bank of America
8
Bank of America
North Carolina
$5.52M +$62.6K +717 +1%
KAS
9
Kestra Advisory Services
Texas
$5.14M -$19.7K -226 -0.4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.57M -$2.27M -26,031 -33%
BEI
11
Benjamin Edwards Inc
Missouri
$3.7M -$508K -5,822 -12%
Mariner
12
Mariner
Kansas
$3.33M +$123K +1,406 +4%
Stifel Financial
13
Stifel Financial
Missouri
$2.79M -$36.1K -414 -1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.4M +$11.3K +129 +0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.3M -$26.5K -304 -1%
FPB
16
First PREMIER Bank
South Dakota
$2.11M
PAG
17
Private Advisor Group
New Jersey
$1.82M -$1.79M -20,454 -49%
NA
18
NewEdge Advisors
Louisiana
$1.73M -$85.2K -976 -5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.71M -$2.07M -23,718 -54%
PWM
20
Perigon Wealth Management
California
$1.66M
Osaic Holdings
21
Osaic Holdings
Arizona
$1.63M -$4.19K -48 -0.3%
AI
22
Atria Investments
North Carolina
$1.6M +$181K +2,073 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.56M -$68.2K -781 -4%
PSF
24
Pacific Sun Financial
California
$1.48M -$27.1K -310 -2%
SPC
25
Sigma Planning Corp
Michigan
$1.47M +$283K +3,242 +23%

NXTG Hedge Fund Activity: Q1 2025 in Review

110 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q1 2025, worth a combined $158M — down 9.3% from $175M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NXTG and 4 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 25 added.

The largest buyer was NBC Securities, adding an estimated $342K. The largest seller was Flow Traders U.S., cutting an estimated $3.03M.

  • 110 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $158M of First Trust Indxx NextG ETF stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 4 funds opened new First Trust Indxx NextG ETF positions in Q1 2025 and 8 closed out, a net change of -4 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q1 2025 was NBC Securities, an estimated $342K added.
  • The largest First Trust Indxx NextG ETF seller in Q1 2025 was Flow Traders U.S., an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2025.