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

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 2024

InstitutionsTotal Value
New Positions5$1.0M
Exits7$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
TD Waterhouse Canada Inc. 0.00% No change 125 $10K
National Bank of Canada 0.00% No change 100 $8K
Principal Securities, Inc. 0.00% Reduce -5.8% 82 $6K
PSI Advisors, LLC 0.00% No change 75 $6K
Balefire, LLC 0.00% No change 62 $5K
Bank of Montreal 0.00% No change 60 $5K
Financial Gravity Asset Management, Inc. 0.00% No change 55 $4K
Concourse Financial Group Securities, Inc. 0.00% No change 47 $4K
Fernwood Investment Management, LLC 0.00% New 44 $3K
Investors Research Corp 0.00% New 11 $872
Valley Wealth Managers, Inc. 0.00% No change 4 $317
Avior Wealth Management, LLC 0.00% Reduce -83.3% 2 $158

"% 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.