First Trust Indxx Nextg ETFNXTGETF

13F holders, Q2 2026 (June 30)
147holders +9
21new positions
12sold out
$153.32avg. 13F price*

At the end of Q2 2026, 147 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, up 9 from Q1 2026. 21 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($34.1M), Morgan Stanley ($33.3M) and UBS Group AG ($20.3M).

Company
First Trust Indxx Nextg ETF
CUSIP
33737K205
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 112Q1 2024Q2 2024: 112Q2 2024Q3 2024: 107Q3 2024Q4 2024: 116Q4 2024Q1 2025: 110Q1 2025Q2 2025: 115Q2 2025Q3 2025: 119Q3 2025Q4 2025: 124Q4 2025Q1 2026: 138Q1 2026Q2 2026: 147Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions21$10.4M
Exits12$5.1M

All 13F filers, Q1 2026 → Q2 2026: 171,053 shares bought and 135,648 shares sold, net +35,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 147 holders

LPL Financial LLC 0.01% Add +5.8% 222,381 $34.1M
Morgan Stanley 0.00% Add +1.9% 217,390 $33.3M
UBS Group AG 0.00% Reduce -3.7% 132,516 $20.3M
Raymond James Financial Inc. 0.01% Add +37.7% 125,753 $19.3M
Cetera Investment Advisers 0.01% Reduce -1.1% 77,652 $11.9M
Royal Bank of Canada 0.00% Reduce -8.8% 72,807 $11.2M
Wells Fargo & Company 0.00% Add +11.5% 68,305 $10.5M
Kestra Advisory Services, LLC 0.03% Reduce -1.4% 63,778 $9.8M
Janney Montgomery Scott LLC 0.02% Reduce -6.5% 62,397 $9.6M
Bank of America Corp. 0.00% Reduce -3.5% 56,631 $8.7M
Stifel Financial Corp. 0.00% Reduce -1.0% 31,849 $4.9M
Private Advisor Group, LLC 0.02% Add +50.4% 31,736 $4.9M
Flow Traders U.S. LLC 0.19% New 29,336 $4.5M
Susquehanna International Group, LLP 0.00% Add +54.3% 28,175 $4.3M
Benjamin Edwards Inc. 0.03% Reduce -11.8% 22,649 $3.5M
Osaic Holdings, Inc. 0.00% Add +24.8% 22,506 $3.5M
Commonwealth Equity Services, LLC 0.00% Reduce -4.6% 21,941 $3.4M
Sigma Planning Corp 0.08% Add +81.6% 20,968 $3.2M
NewEdge Advisors, LLC 0.01% Reduce -0.9% 19,731 $3.0M
First PREMIER Bank 0.48% No change 19,541 $3.0M
Perigon Wealth Management, LLC 0.05% No change 19,503 $3.0M
Independent Financial Group, LLC 0.05% Reduce -3.3% 18,614 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.4% 17,758 $2.7M
WealthCare Investment Partners, LLC 0.62% Reduce -1.1% 16,606 $2.5M
Pacific Sun Financial Corp 1.03% Reduce -4.9% 16,246 $2.5M
Cerity Partners LLC 0.00% Reduce -56.6% 14,535 $2.2M
NewEdge Wealth, LLC 0.02% No change 14,189 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -10.8% 13,304 $2.0M
Proactive Wealth Strategies LLC 0.32% Add +3.5% 12,895 $2.0M
Sanctuary Advisors, LLC 0.01% Add +4.9% 10,745 $1.6M
HighPoint Advisor Group LLC 0.05% Reduce -0.5% 9,701 $1.5M
D.A. Davidson & Co. 0.01% Reduce -3.7% 9,650 $1.5M
Belpointe Asset Management LLC 0.05% Reduce -0.7% 9,553 $1.5M
Modern Wealth Management, LLC 0.02% New 8,823 $1.4M
First Trust Advisors LP 0.00% Add +0.2% 8,468 $1.3M
J.W. Cole Advisors, Inc. 0.02% Reduce -2.6% 7,801 $1.2M
Prospera Financial Services Inc 0.02% Reduce -3.8% 7,695 $1.2M
Harbour Investments, Inc. 0.02% Reduce -2.2% 7,644 $1.2M
Forefront Wealth Partners, LLC 0.35% Reduce -29.3% 7,465 $1.1M
Stonebridge Financial Planning Group, LLC 0.36% Add +0.0% 7,275 $1.1M
Private Advisory Group LLC 0.06% New 7,183 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -1.7% 7,078 $1.1M
OpenArc Corporate Advisory, LLC 0.01% Add +1.6% 6,737 $1.0M
Stephens Inc. 0.01% Add +0.0% 6,732 $1.0M
International Assets Investment Management, LLC 0.06% Add +0.0% 6,832 $1.0M
1776 Wealth LLC 0.35% No change 6,514 $999K
Stelac Advisory Services LLC 0.18% No change 6,389 $980K
Baird Financial Group, Inc. 0.00% Reduce -18.5% 5,953 $913K
Warner Group LLC 0.21% Add +87.9% 5,430 $833K
Ameritas Advisory Services, LLC 0.02% Add +104.3% 5,234 $803K
Advyzon Investment Management, LLC 0.06% Reduce -13.1% 5,052 $775K
Capital Investment Advisory Services, LLC 0.05% No change 5,018 $769K
Cornerstone Wealth Management, LLC 0.03% Reduce -0.2% 4,917 $754K
Aptus Capital Advisors, LLC 0.01% Add +12.6% 4,761 $730K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.6% 4,726 $725K
Equitable Holdings, Inc. 0.00% Reduce -5.1% 4,720 $724K
Morey & Quinn Wealth Partners, LLC 0.44% Reduce -3.3% 4,470 $685K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -4.1% 4,408 $676K
Rockefeller Capital Management L.P. 0.00% Reduce -9.0% 4,347 $667K
AE Wealth Management LLC 0.00% Reduce -7.1% 4,266 $654K
Moors & Cabot, Inc. 0.03% Reduce -15.6% 4,234 $649K
Guardian Wealth Advisors, LLC / NC 0.04% No change 4,230 $649K
Lanark Financial, Inc. 0.04% Reduce -3.4% 4,226 $648K
Marks Group Wealth Management, Inc 0.05% No change 4,000 $613K
Z3 Capital Partners, LLC 0.13% Reduce -7.8% 3,989 $612K
Stirlingshire Investments, Inc. 0.39% No change 3,451 $529K
Mercer Global Advisors Inc. 0.00% Reduce -48.6% 3,408 $523K
Mariner, LLC 0.00% Reduce -87.1% 3,401 $522K
Truist Financial Corp. 0.00% Reduce -8.6% 3,359 $515K
Riverchase Wealth Management, LLC 0.23% No change 3,227 $495K
Atria Investments, Inc 0.00% Reduce -50.4% 3,207 $492K
Financial & Tax Architects, LLC 0.09% New 2,909 $446K
Miramontes Capital, LLC 0.13% Reduce -0.5% 2,651 $406K
JPMorgan Chase & Co. 0.00% Add +125.6% 2,640 $401K
Banco Santander, S.A. 0.00% Reduce -6.6% 2,530 $388K
Mgo One Seven LLC 0.01% Reduce -5.1% 2,401 $368K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -9.3% 2,322 $356K
CoreCap Advisors, LLC 0.01% Reduce -2.2% 2,180 $334K
Kraft, Davis & Associates, LLC 0.07% Add +0.7% 2,174 $323K
Moneco Advisors, LLC 0.02% No change 2,100 $322K
Prasad Wealth Partners, LLC 0.07% Add +0.4% 2,016 $309K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.8% 1,998 $306K
&partners 0.00% Add +0.3% 1,911 $293K
Simplex Trading, LLC 0.01% Add +1047.9% 1,894 $290K
Elevation Point Wealth Partners, LLC 0.01% Add +0.2% 1,873 $287K
Vestmark Advisory Solutions, Inc. 0.00% Add +0.3% 1,873 $287K
HRT Financial LP 0.00% New 1,847 $283K
Choreo, LLC 0.00% No change 1,832 $281K
Kestra Private Wealth Services, LLC 0.00% No change 1,829 $280K
October Effect Ltd 0.26% No change 1,800 $276K
PCG Wealth Advisors, LLC 0.06% No change 1,787 $274K
Prepared Retirement Institute LLC 0.11% New 1,756 $269K
Kovack Advisors, Inc. 0.01% New 1,764 $266K
HighTower Advisors, LLC 0.00% New 1,707 $262K
HBK Sorce Advisory LLC 0.01% Reduce -0.9% 1,737 $260K
Insigneo Advisory Services, LLC 0.01% New 1,660 $255K
Arkadios Wealth Advisors 0.00% Reduce -16.7% 1,605 $246K
Gateway Wealth Partners, LLC 0.01% Reduce -52.7% 1,567 $240K
Sequoia Financial Advisors, LLC 0.00% New 1,556 $239K
Merit Financial Group, LLC 0.00% New 1,554 $238K

"% of holder's portfolio" is NXTG's weight in each manager's 13F, not the share of First Trust Indxx Nextg ETF the manager owns.

Show all 147 holders