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First Trust Indxx NextG ETF

115 hedge funds and large institutions have $182M invested in First Trust Indxx NextG ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $158M → $182M (+$23.3M)

5% more funds holding

Funds holding: 110115 (+5)

1.2% more ownership

Funds ownership: 46.09%47.29% (+1.2%)

48% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 54

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.5M +$315K +3,548 +2%
Morgan Stanley
2
Morgan Stanley
New York
$20.1M -$404K -4,542 -2%
UBS Group
3
UBS Group
Switzerland
$18.2M -$1.84M -20,671 -10%
AAS
4
Avantax Advisory Services
Texas
$9.73M -$192K -2,154 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$8.18M +$17.6K +198 +0.2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.5M +$479K +5,388 +8%
Bank of America
7
Bank of America
North Carolina
$7.11M +$720K +8,095 +12%
KAS
8
Kestra Advisory Services
Texas
$6.03M +$126K +1,412 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.51M +$245K +2,751 +5%
Wells Fargo
10
Wells Fargo
California
$4.87M -$1.43M -16,099 -24%
FTUS
11
Flow Traders U.S.
New York
$3.75M +$2.68M +30,105 +356%
Mariner
12
Mariner
Kansas
$3.74M -$72.5K -815 -2%
BEI
13
Benjamin Edwards Inc
Missouri
$3.72M -$478K -5,374 -12%
Stifel Financial
14
Stifel Financial
Missouri
$3.11M -$77.4K -871 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.72M -$23.6K -265 -0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.56M -$71.4K -803 -3%
FPB
17
First PREMIER Bank
South Dakota
$2.4M -$12.5K -141 -0.6%
PAG
18
Private Advisor Group
New Jersey
$2.01M -$68.6K -771 -4%
NA
19
NewEdge Advisors
Louisiana
$1.97M -$7.38K -83 -0.4%
PWM
20
Perigon Wealth Management
California
$1.9M
AI
21
Atria Investments
North Carolina
$1.75M -$70K -787 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.71M -$67.2K -756 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.71M -$141K -1,590 -8%
SPC
24
Sigma Planning Corp
Michigan
$1.69M +$8.45K +95 +0.5%
PSF
25
Pacific Sun Financial
California
$1.69M -$8.89K -100 -0.6%

NXTG Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q2 2025, worth a combined $182M — up 15% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXTG positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 54 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.68M. The largest seller was UBS Group, cutting an estimated $1.84M.

  • 115 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $182M of First Trust Indxx NextG ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $2.68M added.
  • The largest First Trust Indxx NextG ETF seller in Q2 2025 was UBS Group, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2025.