First Trust Indxx Nextg ETFNXTGETF

13F holders, Q1 2025 (March 31)
110holders −6
4new positions
8sold out
$84.83avg. 13F price*

At the end of Q1 2025, 110 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, down 6 from Q4 2024. 4 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($18.5M), Morgan Stanley ($17.9M) and UBS Group AG ($17.6M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$93K
Exits8$1.0M

All 13F filers, Q4 2024 → Q1 2025: 19,418 shares bought and 204,036 shares sold, net −184,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

LPL Financial LLC 0.01% Reduce -2.4% 217,694 $18.5M
Morgan Stanley 0.00% Reduce -11.7% 211,199 $17.9M
UBS Group AG 0.00% Add +1.8% 207,987 $17.6M
Avantax Advisory Services, Inc. 0.05% Reduce -2.0% 102,210 $8.7M
Raymond James Financial Inc. 0.00% Add +1.3% 83,892 $7.1M
Janney Montgomery Scott LLC 0.02% Reduce -5.1% 71,683 $6.1M
Wells Fargo & Company 0.00% Reduce -7.3% 66,192 $5.6M
Bank of America Corp. 0.00% Add +1.1% 65,016 $5.5M
Kestra Advisory Services, LLC 0.02% Reduce -0.4% 60,590 $5.1M
Royal Bank of Canada 0.00% Reduce -32.6% 53,894 $4.6M
Benjamin Edwards Inc. 0.05% Reduce -11.8% 43,566 $3.7M
Mariner, LLC 0.01% Add +3.7% 39,245 $3.3M
Stifel Financial Corp. 0.00% Reduce -1.2% 32,887 $2.8M
Cetera Investment Advisers 0.00% Add +0.5% 28,247 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -1.1% 27,103 $2.3M
First PREMIER Bank 0.53% No change 24,820 $2.1M
Private Advisor Group, LLC 0.01% Reduce -48.8% 21,476 $1.8M
NewEdge Advisors, LLC 0.01% Reduce -4.6% 20,333 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -54.0% 20,189 $1.7M
Perigon Wealth Management, LLC 0.04% No change 19,503 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -0.3% 19,147 $1.6M
Atria Investments, Inc 0.02% Add +12.4% 18,808 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.1% 18,376 $1.6M
Pacific Sun Financial Corp 0.84% Reduce -1.8% 17,431 $1.5M
Sigma Planning Corp 0.05% Add +23.1% 17,305 $1.5M
Independent Financial Group, LLC 0.05% Add +0.8% 17,023 $1.4M
Concentrum Wealth Management 0.49% Reduce -39.0% 15,427 $1.3M
WealthCare Investment Partners, LLC 0.53% Add +7.7% 15,445 $1.3M
NewEdge Wealth, LLC 0.02% Add +4.1% 14,423 $1.2M
First Trust Advisors LP 0.00% Reduce -6.8% 12,683 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -6.2% 12,290 $1.0M
D.A. Davidson & Co. 0.01% Reduce -2.4% 10,158 $862K
Cwm, LLC 0.00% Add +0.0% 10,152 $861K
Flaharty Asset Management, LLC 0.12% Reduce -11.6% 9,850 $836K
Belpointe Asset Management LLC 0.04% Reduce -5.4% 9,819 $833K
Jane Street Group, LLC 0.00% Add +12.3% 9,558 $811K
Flow Traders U.S. LLC 0.03% Reduce -80.4% 8,462 $718K
Sanctuary Advisors, LLC 0.00% Reduce -0.3% 8,238 $699K
J.W. Cole Advisors, Inc. 0.02% Reduce -1.2% 8,204 $696K
Forefront Wealth Partners, LLC 0.47% Reduce -7.9% 8,151 $692K
Baird Financial Group, Inc. 0.00% Reduce -1.9% 8,143 $691K
Stonebridge Financial Planning Group, LLC 0.31% Reduce -1.8% 8,003 $679K
Proactive Wealth Strategies LLC 0.36% Add +6.6% 7,975 $677K
Harbour Investments, Inc. 0.02% Reduce -7.2% 7,852 $666K
AE Wealth Management LLC 0.01% Reduce -5.4% 7,631 $648K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -39.2% 7,457 $633K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.5% 6,864 $583K
1776 Wealth LLC 0.27% No change 6,828 $579K
Stephens Inc. 0.01% Reduce -1.6% 6,629 $562K
Prospera Financial Services Inc 0.01% Reduce -3.7% 6,564 $558K
International Assets Investment Management, LLC 0.05% Reduce -14.8% 6,321 $536K
Moors & Cabot, Inc. 0.03% Reduce -2.6% 6,082 $516K
Truist Financial Corp. 0.00% Add +11.9% 5,778 $490K
Cornerstone Wealth Management, LLC 0.03% Reduce -0.3% 5,754 $488K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.9% 5,558 $472K
Ameritas Advisory Services, LLC 0.02% No change 5,435 $464K
Capital Investment Advisory Services, LLC 0.04% No change 5,108 $433K
Morey & Quinn Wealth Partners, LLC 0.34% No change 4,803 $408K
Equitable Holdings, Inc. 0.00% Add +0.0% 4,742 $402K
Banco Santander, S.A. 0.00% Add +0.2% 4,680 $397K
Guardian Wealth Advisors, LLC / NC 0.03% No change 4,230 $359K
Aptus Capital Advisors, LLC 0.00% No change 4,230 $359K
Stelac Advisory Services LLC 0.15% Add +63.5% 4,171 $354K
Arkadios Wealth Advisors 0.01% Reduce -22.6% 4,058 $344K
Marks Group Wealth Management, Inc 0.03% No change 4,000 $339K
Lanark Financial, Inc. 0.03% — 3,923 $332K
CoreCap Advisors, LLC 0.01% Reduce -13.7% 3,582 $304K
Citigroup Inc. 0.00% Reduce -9.5% 3,438 $292K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -8.9% 3,270 $278K
Riverchase Wealth Management, LLC 0.19% No change 3,227 $274K
Atria Wealth Solutions, Inc. 0.00% No change 2,678 $227K
Kingswood Wealth Advisors, LLC 0.02% Reduce -6.7% 2,441 $207K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.2% 1,968 $167K
Spire Wealth Management 0.00% No change 1,775 $151K
Comerica Bank 0.00% Add +22.1% 1,347 $114K
IFP Advisors, Inc 0.00% Reduce -8.2% 1,314 $112K
Signaturefd, LLC 0.00% No change 1,241 $105K
FMR LLC 0.00% Add +0.1% 1,003 $85K
JPMorgan Chase & Co. 0.00% Reduce -2.4% 1,001 $85K
Arax Advisory Partners 0.00% New 571 $48K
First Horizon Advisors, Inc. 0.00% Add +0.2% 505 $43K
PNC Financial Services Group, Inc. 0.00% Add +61.4% 468 $40K
Bfsg, LLC 0.00% No change 457 $39K
CENTRAL TRUST Co 0.00% No change 410 $35K
Larson Financial Group LLC 0.00% No change 323 $27K
Creative Financial Designs Inc. 0.00% Reduce -96.0% 320 $27K
GAMMA Investing LLC 0.00% New 285 $24K
Arvest Investments, Inc. 0.00% No change 265 $22K
New England Capital Financial Advisors LLC 0.01% No change 258 $22K
Capital Analysts, LLC 0.00% New 236 $20K
Dogwood Wealth Management LLC 0.01% No change 235 $20K
O'shaughnessy Asset Management, LLC 0.00% Add +0.5% 218 $18K
Geneos Wealth Management Inc. 0.00% No change 217 $18K
Hexagon Capital Partners LLC 0.00% No change 200 $17K
Beacon Capital Management, LLC 0.00% No change 180 $15K
Sunbelt Securities, Inc. 0.00% Reduce -14.8% 155 $13K
Qube Research & Technologies Ltd 0.00% No change 149 $13K
Golden State Wealth Management, LLC 0.00% No change 138 $12K
Ameritas Investment Partners, Inc. 0.00% No change 125 $11K
Principal Securities, Inc. 0.00% No change 104 $9K
Darwin Wealth Management, LLC 0.00% No change 96 $8K
Assetmark, Inc. 0.00% Add +59.2% 78 $7K
PSI Advisors, LLC 0.00% No change 75 $6K
Richard W. Paul & Associates, LLC 0.00% Reduce -27.0% 73 $6K
Bank & Trust Co 0.00% Reduce -5.6% 67 $6K
Asset Dedication, LLC 0.00% No change 60 $5K
Bank of Montreal 0.00% No change 60 $5K
Russell Investments Group, Ltd. 0.00% No change 12 $1K
Investors Research Corp 0.00% No change 11 $933
SBI Securities Co., Ltd. 0.00% New 4 $339

"% 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.