First Trust Indxx Nextg ETFNXTGETF
13F holders, Q1 2024 (March 31)112holders
$79.19avg. 13F price*
At the end of Q1 2024, 112 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings. The largest holders were Morgan Stanley ($19.8M), UBS Group AG ($19.3M) and LPL Financial LLC ($18.9M).
- Company
- First Trust Indxx Nextg ETF
- CUSIP
- 33737K205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 7 | $1.4M |
Ownership 112 holders
| Morgan Stanley | 0.00% | Reduce -4.6% | 249,958 | $19.8M |
| UBS Group AG | 0.01% | Reduce -8.3% | 243,997 | $19.3M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 238,718 | $18.9M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -5.0% | 117,940 | $9.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 92,644 | $7.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.2% | 90,151 | $7.1M |
| Raymond James & Associates | 0.00% | Add +1.3% | 85,700 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -22.0% | 77,794 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 77,259 | $6.1M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 70,161 | $5.6M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +37.5% | 55,303 | $4.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.1% | 55,198 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +15.1% | 48,365 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -9.4% | 44,583 | $3.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -7.5% | 43,972 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 40,335 | $3.2M |
| Mariner, LLC | 0.01% | Add +3.3% | 38,204 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.9% | 34,668 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +63.0% | 33,208 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -18.4% | 28,667 | $2.3M |
| First PREMIER Bank | 0.53% | Reduce -2.9% | 25,423 | $2.0M |
| Concentrum Wealth Management | 0.92% | Add +3.2% | 25,244 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Add +12.2% | 22,196 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.5% | 20,774 | $1.6M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.0% | 19,503 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.2% | 19,107 | $1.5M |
| Pacific Sun Financial Corp | 0.86% | Reduce -0.3% | 18,531 | $1.5M |
| Independent Financial Group, LLC | 0.07% | Reduce -1.7% | 18,125 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +0.0% | 15,848 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -3.6% | 15,740 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +44.8% | 14,809 | $1.2M |
| WealthCare Investment Partners, LLC | 0.57% | Reduce -0.8% | 14,800 | $1.2M |
| Flaharty Asset Management, LLC | 0.17% | Add +16.8% | 14,638 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.4% | 14,514 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +0.7% | 13,506 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.2% | 13,117 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -27.9% | 11,659 | $924K |
| Cwm, LLC | 0.00% | Add +0.4% | 10,463 | $829K |
| Harbour Investments, Inc. | 0.03% | Add +107.4% | 9,917 | $786K |
| International Assets Investment Management, LLC | 0.08% | Add +0.2% | 9,519 | $752K |
| Stephens Inc. | 0.01% | No change | 9,369 | $743K |
| Baird Financial Group, Inc. | 0.00% | Add +1.7% | 8,680 | $688K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Reduce -2.2% | 8,368 | $663K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.3% | 8,155 | $646K |
| Belpointe Asset Management LLC | 0.05% | Add +60.9% | 8,135 | $645K |
| Bank of Nova Scotia | 0.00% | New | 8,000 | $632K |
| 1776 Wealth LLC | 0.30% | No change | 7,959 | $631K |
| Creative Financial Designs Inc. | 0.06% | Reduce -1.7% | 7,814 | $619K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.5% | 7,712 | $611K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.5% | 7,453 | $591K |
| Lanark Financial, Inc. | 0.05% | Reduce -8.3% | 7,114 | $563K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +24.8% | 8,096 | $549K |
| Moors & Cabot, Inc. | 0.03% | Add +2.4% | 6,812 | $540K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.6% | 6,726 | $533K |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 5,440 | $431K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 5,588 | $422K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 5,108 | $405K |
| Prospera Financial Services Inc | 0.01% | Add +2.6% | 5,096 | $405K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.6% | 4,896 | $388K |
| Arkadios Wealth Advisors | 0.03% | Reduce -21.6% | 4,738 | $376K |
| CoreCap Advisors, LLC | 0.02% | Add +3.3% | 4,287 | $340K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 4,230 | $335K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 4,230 | $335K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -24.9% | 4,137 | $328K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 4,000 | $317K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -7.7% | 3,577 | $284K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -9.3% | 3,422 | $271K |
| Banco Santander, S.A. | 0.00% | Reduce -8.0% | 3,330 | $264K |
| Citigroup Inc. | 0.00% | Add +5.7% | 3,028 | $240K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 3,021 | $239K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 2,833 | $225K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.3% | 2,773 | $220K |
| Apollon Wealth Management, LLC | 0.01% | No change | 2,753 | $218K |
| StoneX Group Inc. | 0.02% | Reduce -19.6% | 2,703 | $214K |
| EPG Wealth Management LLC | 0.05% | New | 2,585 | $205K |
| Stelac Advisory Services LLC | 0.09% | No change | 2,551 | $202K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,539 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 2,139 | $170K |
| ICA Group Wealth Management, LLC | 0.03% | No change | 1,705 | $135K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 1,525 | $121K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 1,453 | $115K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 1,374 | $109K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,350 | $107K |
| Signaturefd, LLC | 0.00% | No change | 1,241 | $98K |
| Comerica Bank | 0.00% | Reduce -10.3% | 1,103 | $87K |
| FMR LLC | 0.00% | Reduce -10.0% | 1,006 | $80K |
| Global Retirement Partners, LLC | 0.00% | Add +9.1% | 730 | $58K |
| Bfsg, LLC | 0.00% | No change | 457 | $36K |
| CENTRAL TRUST Co | 0.00% | No change | 410 | $32K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 369 | $29K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 344 | $27K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -7.7% | 313 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 272 | $22K |
| Arvest Investments, Inc. | 0.00% | No change | 265 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 254 | $20K |
| Hexagon Capital Partners LLC | 0.00% | No change | 200 | $16K |
| Beacon Capital Management, LLC | 0.00% | No change | 179 | $14K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -38.6% | 173 | $14K |
| Qube Research & Technologies Ltd | 0.00% | No change | 149 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 125 | $10K |
"% 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.