First Trust Indxx Nextg ETFNXTGETF

13F holders, Q2 2024 (June 30)
112holders
9new positions
9sold out
1famous investor
$81.60avg. 13F price*

At the end of Q2 2024, 112 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, unchanged from Q1 2024. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($20.3M), UBS Group AG ($19.1M) and LPL Financial LLC ($17.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 → Q2 2024

InstitutionsTotal Value
New Positions9$3.0M
Exits9$1.2M

All 13F filers, Q1 2024 → Q2 2024: 56,941 shares bought and 215,300 shares sold, net −158,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Morgan Stanley 0.00% Reduce -1.0% 247,389 $20.3M
UBS Group AG 0.01% Reduce -4.6% 232,853 $19.1M
LPL Financial LLC 0.01% Reduce -8.9% 217,555 $17.8M
Avantax Advisory Services, Inc. 0.07% Reduce -0.7% 117,095 $9.6M
Royal Bank of Canada 0.00% Reduce -2.1% 90,717 $7.4M
Janney Montgomery Scott LLC 0.02% Reduce -4.8% 85,845 $7.0M
Wells Fargo & Company 0.00% Reduce -10.6% 69,056 $5.7M
Bank of America Corp. 0.00% Reduce -5.5% 66,318 $5.4M
Raymond James & Associates 0.00% Reduce -25.7% 63,710 $5.2M
Kestra Advisory Services, LLC 0.03% Add +5.3% 58,118 $4.8M
Benjamin F. Edwards & Company, Inc. 0.08% Add +0.7% 55,684 $4.6M
Private Advisor Group, LLC 0.02% Reduce -1.9% 43,149 $3.5M
Mariner, LLC 0.01% Add +0.1% 38,261 $3.1M
Stifel Financial Corp. 0.00% Reduce -15.0% 37,896 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -7.2% 37,428 $3.1M
Citadel Advisors 0.00% New 31,915 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -35.8% 31,036 $2.5M
Cetera Investment Advisers 0.01% Reduce -8.0% 30,538 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -25.3% 25,916 $2.1M
Concentrum Wealth Management 0.89% Add +2.4% 25,837 $2.1M
First PREMIER Bank 0.56% No change 25,423 $2.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -15.5% 24,235 $2.0M
Jane Street Group, LLC 0.00% Reduce -69.1% 24,018 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -4.2% 21,270 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.6% 19,812 $1.6M
Perigon Wealth Management, LLC 0.05% No change 19,503 $1.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.0% 17,780 $1.5M
Pacific Sun Financial Corp 0.86% Reduce -4.2% 17,751 $1.5M
Independent Financial Group, LLC 0.06% Reduce -7.0% 16,860 $1.4M
Atria Investments, Inc 0.02% Add +1.8% 16,138 $1.3M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -1.1% 15,560 $1.3M
WealthCare Investment Partners, LLC 0.56% Reduce -1.0% 14,657 $1.2M
NewEdge Wealth, LLC 0.03% No change 14,514 $1.2M
Sigma Planning Corp 0.04% Reduce -4.9% 14,083 $1.2M
Flaharty Asset Management, LLC 0.17% Reduce -5.8% 13,783 $1.1M
First Trust Advisors LP 0.00% No change 13,506 $1.1M
D.A. Davidson & Co. 0.01% Reduce -8.7% 11,970 $981K
Cwm, LLC 0.00% Add +0.0% 10,464 $857K
AE Wealth Management LLC 0.01% Reduce -13.2% 10,115 $829K
Belpointe Asset Management LLC 0.06% Add +23.6% 10,056 $824K
Stephens Inc. 0.01% No change 9,369 $768K
Harbour Investments, Inc. 0.02% Reduce -11.1% 8,817 $722K
Baird Financial Group, Inc. 0.00% Reduce -0.1% 8,676 $711K
International Assets Investment Management, LLC 0.07% Reduce -10.5% 8,522 $698K
Stonebridge Financial Planning Group, LLC 0.34% Reduce -2.7% 8,144 $667K
J.W. Cole Advisors, Inc. 0.03% Reduce -0.2% 8,142 $667K
Sanctuary Advisors, LLC 0.00% — 8,675 $658K
Creative Financial Designs Inc. 0.06% No change 7,814 $640K
1776 Wealth LLC 0.29% Reduce -2.6% 7,754 $635K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.0% 7,381 $605K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.1% 6,933 $568K
Cornerstone Wealth Management, LLC 0.04% Reduce -3.0% 6,527 $535K
Moors & Cabot, Inc. 0.03% Reduce -7.3% 6,311 $517K
Lanark Financial, Inc. 0.04% Reduce -16.5% 5,943 $486K
Banco Santander, S.A. 0.01% Add +65.5% 5,510 $451K
Ameritas Advisory Services, LLC 0.02% Reduce -1.9% 5,482 $449K
Capital Investment Advisory Services, LLC 0.04% No change 5,108 $418K
Prospera Financial Services Inc 0.01% Reduce -4.0% 4,894 $402K
Equitable Holdings, Inc. 0.00% Add +0.0% 4,897 $401K
Truist Financial Corp. 0.00% Reduce -12.9% 4,738 $388K
Arkadios Wealth Advisors 0.03% No change 4,738 $388K
CoreCap Advisors, LLC 0.04% No change 4,287 $351K
Guardian Wealth Advisors, LLC / NC 0.04% No change 4,230 $347K
Aptus Capital Advisors, LLC 0.01% No change 4,230 $347K
Marks Group Wealth Management, Inc 0.03% No change 4,000 $328K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -51.6% 3,915 $321K
Ashton Thomas Private Wealth, LLC 0.02% Add +2.6% 3,670 $301K
Gateway Wealth Partners, LLC 0.09% Add +0.3% 3,433 $281K
Citigroup Inc. 0.00% Add +11.1% 3,364 $276K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.1% 3,024 $248K
Moneco Advisors, LLC 0.04% New 3,000 $246K
Atria Wealth Solutions, Inc. 0.00% Add +2.8% 2,913 $239K
Kestra Private Wealth Services, LLC 0.00% No change 2,773 $227K
Gladstone Institutional Advisory LLC 0.01% Reduce -33.7% 2,742 $225K
Stelac Advisory Services LLC 0.09% No change 2,551 $209K
StoneX Group Inc. 0.02% Reduce -9.3% 2,451 $201K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.2% 2,143 $176K
Edmond DE Rothschild Holding S.A. 0.00% Add +10.0% 1,485 $122K
IFP Advisors, Inc 0.00% Reduce -2.1% 1,423 $117K
Signaturefd, LLC 0.00% No change 1,241 $102K
FMR LLC 0.00% Add +22.6% 1,233 $101K
Janiczek Wealth Management, LLC 0.02% New 1,103 $90K
Comerica Bank 0.00% No change 1,103 $90K
JPMorgan Chase & Co. 0.00% Reduce -25.3% 1,027 $84K
Global Retirement Partners, LLC 0.00% Reduce -26.3% 538 $44K
Bfsg, LLC 0.00% No change 457 $37K
PNC Financial Services Group, Inc. 0.00% Reduce -72.1% 425 $35K
CENTRAL TRUST Co 0.00% No change 410 $34K
Zions Bancorporation, N.A. 0.00% New 400 $33K
Larson Financial Group LLC 0.00% Reduce -7.0% 320 $26K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -1.3% 309 $25K
Sunbelt Securities, Inc. 0.00% No change 272 $22K
Arvest Investments, Inc. 0.00% No change 265 $22K
New England Capital Financial Advisors LLC 0.01% Add +0.8% 256 $21K
Triad Wealth Partners, LLC 0.01% New 200 $16K
Hexagon Capital Partners LLC 0.00% No change 200 $16K
Beacon Capital Management, LLC 0.00% No change 179 $15K
Qube Research & Technologies Ltd 0.00% No change 149 $12K
Principal Securities, Inc. 0.00% Add +58.5% 130 $11K
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.

Show all 112 holders