First Trust Indxx Nextg ETFNXTGETF
13F holders, Q4 2024 (December 31)116holders +9
11new positions
7sold out
$85.30avg. 13F price*
At the end of Q4 2024, 116 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, up 9 from Q3 2024. 11 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($20.4M), LPL Financial LLC ($19.0M) and UBS Group AG ($17.4M).
- Company
- First Trust Indxx Nextg ETF
- CUSIP
- 33737K205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.6M |
| Exits | 7 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 94,722 shares bought and 56,031 shares sold, net +38,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Reduce -0.6% | 239,102 | $20.4M |
| LPL Financial LLC | 0.01% | Add +0.2% | 223,126 | $19.0M |
| UBS Group AG | 0.00% | Reduce -5.0% | 204,322 | $17.4M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -2.4% | 104,309 | $8.9M |
| Raymond James Financial Inc. | 0.00% | — | 82,854 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 79,925 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.5% | 75,550 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 71,405 | $6.1M |
| Bank of America Corp. | 0.00% | Add +1.8% | 64,299 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.9% | 60,816 | $5.2M |
| Benjamin Edwards Inc. | 0.06% | Reduce -6.2% | 49,388 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +956.0% | 43,907 | $3.7M |
| Flow Traders U.S. LLC | 0.15% | Add +115.9% | 43,230 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.0% | 41,930 | $3.6M |
| Mariner, LLC | 0.01% | Add +1.2% | 37,839 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 33,301 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +1.5% | 28,118 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 27,407 | $2.3M |
| Concentrum Wealth Management | 0.76% | Reduce -2.3% | 25,272 | $2.2M |
| First PREMIER Bank | 0.54% | Reduce -1.9% | 24,820 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.9% | 21,309 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | No change | 19,503 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 19,195 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.3% | 19,157 | $1.6M |
| Pacific Sun Financial Corp | 0.82% | Add +0.2% | 17,741 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Add +0.8% | 16,884 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +5.3% | 16,735 | $1.4M |
| WealthCare Investment Partners, LLC | 0.53% | Reduce -0.9% | 14,346 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +0.1% | 14,063 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Reduce -1.3% | 13,850 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +7.7% | 13,613 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 13,099 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -17.6% | 12,261 | $1.0M |
| Flaharty Asset Management, LLC | 0.14% | Reduce -10.1% | 11,148 | $951K |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.0% | 10,376 | $894K |
| D.A. Davidson & Co. | 0.01% | Reduce -8.9% | 10,408 | $888K |
| Cwm, LLC | 0.00% | Add +1.9% | 10,151 | $866K |
| Forefront Wealth Partners, LLC | 0.56% | — | 8,846 | $754K |
| Jane Street Group, LLC | 0.00% | Reduce -2.3% | 8,511 | $726K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.1% | 8,457 | $721K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.7% | 8,262 | $719K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 8,304 | $708K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.9% | 8,300 | $708K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Add +0.1% | 8,152 | $695K |
| AE Wealth Management LLC | 0.01% | Reduce -6.0% | 8,067 | $688K |
| Creative Financial Designs Inc. | 0.05% | Add +4.7% | 7,915 | $675K |
| Proactive Wealth Strategies LLC | 0.33% | Add +0.8% | 7,483 | $638K |
| International Assets Investment Management, LLC | 0.05% | New | 7,419 | $630K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.3% | 7,344 | $626K |
| 1776 Wealth LLC | 0.27% | No change | 6,828 | $582K |
| Prospera Financial Services Inc | 0.01% | Add +0.5% | 6,814 | $582K |
| Stephens Inc. | 0.01% | Reduce -11.0% | 6,738 | $575K |
| Moors & Cabot, Inc. | 0.03% | Add +0.0% | 6,243 | $532K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.9% | 6,168 | $526K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.0% | 5,773 | $492K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.0% | 5,435 | $464K |
| Arkadios Wealth Advisors | 0.02% | Reduce -21.7% | 5,244 | $447K |
| GTS Securities LLC | 0.02% | New | 5,177 | $442K |
| Truist Financial Corp. | 0.00% | Add +15.8% | 5,162 | $440K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 5,108 | $436K |
| Morey & Quinn Wealth Partners, LLC | 0.35% | — | 4,803 | $410K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.1% | 4,741 | $404K |
| Banco Santander, S.A. | 0.00% | Reduce -12.7% | 4,670 | $398K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 4,230 | $361K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,230 | $361K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.1% | 4,152 | $354K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 4,000 | $341K |
| Citigroup Inc. | 0.00% | Reduce -3.6% | 3,800 | $324K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.9% | 3,588 | $306K |
| Riverchase Wealth Management, LLC | 0.21% | — | 3,227 | $275K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.6% | 2,678 | $228K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +3.0% | 2,616 | $223K |
| Stelac Advisory Services LLC | 0.09% | No change | 2,551 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.0% | 2,432 | $207K |
| &partners | 0.00% | New | 2,336 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 2,099 | $179K |
| Spire Wealth Management | 0.00% | New | 1,775 | $151K |
| BlackRock, Inc. | 0.00% | New | 1,492 | $127K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 1,432 | $122K |
| Signaturefd, LLC | 0.00% | No change | 1,241 | $106K |
| Comerica Bank | 0.00% | No change | 1,103 | $94K |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 1,026 | $88K |
| FMR LLC | 0.00% | Reduce -17.5% | 1,002 | $85K |
| Global Retirement Partners, LLC | 0.00% | No change | 539 | $46K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.4% | 504 | $43K |
| Bfsg, LLC | 0.00% | No change | 457 | $39K |
| CENTRAL TRUST Co | 0.00% | No change | 410 | $35K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 323 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.8% | 290 | $25K |
| Arvest Investments, Inc. | 0.00% | No change | 265 | $23K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.4% | 258 | $22K |
| Dogwood Wealth Management LLC | 0.01% | No change | 235 | $20K |
| Geneos Wealth Management Inc. | 0.00% | New | 217 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 217 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -28.4% | 222 | $18K |
| Synergy Investment Management, LLC | 0.01% | — | 209 | $18K |
| Hexagon Capital Partners LLC | 0.00% | No change | 200 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -33.6% | 182 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 180 | $15K |
| Qube Research & Technologies Ltd | 0.00% | No change | 149 | $13K |
"% 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.