First Trust Indxx Nextg ETFNXTGETF
13F holders, Q3 2024 (September 30)107holders −5
10new positions
15sold out
$87.33avg. 13F price*
At the end of Q3 2024, 107 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, down 5 from Q2 2024. 10 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($21.0M), LPL Financial LLC ($19.4M) and UBS Group AG ($18.8M).
- Company
- First Trust Indxx Nextg ETF
- CUSIP
- 33737K205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.1M |
| Exits | 15 | $4.7M |
All 13F filers, Q2 2024 → Q3 2024: 96,166 shares bought and 204,142 shares sold, net −107,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Morgan Stanley | 0.00% | Reduce -2.7% | 240,625 | $21.0M |
| LPL Financial LLC | 0.01% | Add +2.4% | 222,678 | $19.4M |
| UBS Group AG | 0.01% | Reduce -7.6% | 215,102 | $18.8M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -8.8% | 106,833 | $9.3M |
| Royal Bank of Canada | 0.00% | Reduce -10.3% | 81,337 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.8% | 78,309 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 68,586 | $6.0M |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 63,346 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 63,193 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.2% | 57,410 | $5.0M |
| Benjamin Edwards Inc. | 0.07% | New | 52,628 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +2.3% | 44,147 | $3.9M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 37,374 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -8.1% | 34,817 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -9.3% | 27,699 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.3% | 27,589 | $2.4M |
| Concentrum Wealth Management | 0.88% | Add +0.1% | 25,867 | $2.3M |
| First PREMIER Bank | 0.55% | Reduce -0.5% | 25,290 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.7% | 24,650 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.7% | 21,125 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.7% | 20,816 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.2% | 20,445 | $1.8M |
| Flow Traders U.S. LLC | 0.09% | New | 20,027 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | No change | 19,503 | $1.7M |
| Pacific Sun Financial Corp | 0.85% | Reduce -0.2% | 17,711 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.6% | 16,755 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -1.6% | 15,885 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.9% | 15,123 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -4.4% | 14,875 | $1.3M |
| WealthCare Investment Partners, LLC | 0.55% | Reduce -1.2% | 14,481 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -0.2% | 14,054 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Reduce -3.4% | 14,026 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -6.4% | 12,641 | $1.1M |
| Flaharty Asset Management, LLC | 0.15% | Reduce -10.0% | 12,402 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.5% | 11,425 | $998K |
| Belpointe Asset Management LLC | 0.05% | Add +3.2% | 10,377 | $906K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 9,965 | $870K |
| Harbour Investments, Inc. | 0.02% | Add +1.1% | 8,913 | $778K |
| Jane Street Group, LLC | 0.00% | Reduce -63.8% | 8,707 | $760K |
| AE Wealth Management LLC | 0.01% | Reduce -15.1% | 8,586 | $750K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.1% | 8,671 | $738K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.1% | 8,322 | $727K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.1% | 8,228 | $719K |
| Stonebridge Financial Planning Group, LLC | 0.34% | Add +0.1% | 8,148 | $712K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.0% | 7,673 | $670K |
| Stephens Inc. | 0.01% | Reduce -19.2% | 7,570 | $661K |
| Creative Financial Designs Inc. | 0.06% | Reduce -3.3% | 7,559 | $660K |
| Proactive Wealth Strategies LLC | 0.36% | — | 7,424 | $648K |
| 1776 Wealth LLC | 0.27% | Reduce -11.9% | 6,828 | $596K |
| Prospera Financial Services Inc | 0.02% | Add +38.6% | 6,783 | $593K |
| Arkadios Wealth Advisors | 0.03% | Add +41.4% | 6,699 | $585K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.4% | 6,557 | $573K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.1% | 6,242 | $545K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -6.9% | 6,075 | $531K |
| Lanark Financial, Inc. | 0.04% | Reduce -6.5% | 5,557 | $485K |
| Banco Santander, S.A. | 0.01% | Reduce -2.9% | 5,350 | $467K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 5,108 | $446K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.4% | 5,077 | $443K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.1% | 4,841 | $423K |
| Truist Financial Corp. | 0.00% | Reduce -5.9% | 4,458 | $389K |
| CoreCap Advisors, LLC | 0.02% | No change | 4,287 | $374K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 4,230 | $369K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 4,230 | $369K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.6% | 4,158 | $363K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 4,000 | $349K |
| Citigroup Inc. | 0.00% | Add +17.2% | 3,943 | $344K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -9.4% | 3,325 | $290K |
| Moneco Advisors, LLC | 0.03% | No change | 3,000 | $262K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.6% | 2,778 | $243K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 2,571 | $225K |
| Stelac Advisory Services LLC | 0.09% | No change | 2,551 | $224K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,539 | $222K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -12.3% | 2,431 | $212K |
| Western Wealth Management, LLC | 0.01% | New | 2,418 | $211K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,305 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 2,097 | $183K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,429 | $125K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -9.1% | 1,350 | $118K |
| Signaturefd, LLC | 0.00% | No change | 1,241 | $108K |
| FMR LLC | 0.00% | Reduce -1.5% | 1,215 | $106K |
| Comerica Bank | 0.00% | No change | 1,103 | $96K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 1,001 | $87K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 539 | $47K |
| First Horizon Advisors, Inc. | 0.00% | New | 502 | $44K |
| Bfsg, LLC | 0.00% | No change | 457 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 425 | $37K |
| CENTRAL TRUST Co | 0.00% | No change | 410 | $36K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 321 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.3% | 310 | $27K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 293 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.7% | 274 | $24K |
| Arvest Investments, Inc. | 0.00% | No change | 265 | $23K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.4% | 257 | $22K |
| Dogwood Wealth Management LLC | 0.01% | New | 235 | $21K |
| Hexagon Capital Partners LLC | 0.00% | No change | 200 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 179 | $16K |
| Qube Research & Technologies Ltd | 0.00% | No change | 149 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 130 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 125 | $11K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -3.3% | 116 | $10K |
| Darwin Wealth Management, LLC | 0.00% | New | 109 | $10K |
| Mascoma Wealth Management LLC | 0.00% | New | 100 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 75 | $7K |
| Bank & Trust Co | 0.01% | No change | 71 | $6K |
| Bank of Montreal | 0.00% | Reduce -43.4% | 60 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 60 | $5K |
| Investors Research Corp | 0.00% | No change | 11 | $961 |
"% 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.