First Trust Indxx Nextg ETFNXTGETF

13F holders, Q2 2025 (June 30)
115holders +5
11new positions
7sold out
$97.25avg. 13F price*

At the end of Q2 2025, 115 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, up 5 from Q1 2025. 11 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($21.5M), Morgan Stanley ($20.1M) and UBS Group AG ($18.2M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$3.6M
Exits7$1.6M

All 13F filers, Q1 2025 → Q2 2025: 100,800 shares bought and 99,513 shares sold, net +1,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 115 holders

LPL Financial LLC 0.01% Add +1.6% 221,242 $21.5M
Morgan Stanley 0.00% Reduce -2.1% 206,657 $20.1M
UBS Group AG 0.00% Reduce -9.9% 187,316 $18.2M
Avantax Advisory Services, Inc. 0.05% Reduce -2.1% 100,056 $9.7M
Raymond James Financial Inc. 0.00% Add +0.2% 84,090 $8.2M
Janney Montgomery Scott LLC 0.02% Add +7.5% 77,071 $7.5M
Bank of America Corp. 0.00% Add +12.4% 73,111 $7.1M
Kestra Advisory Services, LLC 0.03% Add +2.3% 62,002 $6.0M
Royal Bank of Canada 0.00% Add +5.1% 56,645 $5.5M
Wells Fargo & Company 0.00% Reduce -24.3% 50,093 $4.9M
Flow Traders U.S. LLC 0.14% Add +355.8% 38,567 $3.8M
Mariner, LLC 0.01% Reduce -2.1% 38,430 $3.7M
Benjamin Edwards Inc. 0.05% Reduce -12.3% 38,192 $3.7M
Stifel Financial Corp. 0.00% Reduce -2.6% 32,016 $3.1M
Cetera Investment Advisers 0.00% Reduce -0.9% 27,982 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -3.0% 26,300 $2.6M
First PREMIER Bank 0.58% Reduce -0.6% 24,679 $2.4M
Private Advisor Group, LLC 0.01% Reduce -3.6% 20,705 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -0.4% 20,250 $2.0M
Perigon Wealth Management, LLC 0.04% No change 19,503 $1.9M
Atria Investments, Inc 0.02% Reduce -4.2% 18,021 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.1% 17,620 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -8.3% 17,557 $1.7M
Sigma Planning Corp 0.05% Add +0.6% 17,400 $1.7M
Pacific Sun Financial Corp 0.88% Reduce -0.6% 17,331 $1.7M
Independent Financial Group, LLC 0.05% No change 17,023 $1.7M
WealthCare Investment Partners, LLC 0.56% Add +3.5% 15,991 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -23.0% 15,540 $1.5M
NewEdge Wealth, LLC 0.02% Reduce -0.8% 14,305 $1.4M
Envestnet Asset Management Inc. 0.00% Add +7.7% 13,234 $1.3M
GTS Securities LLC 0.05% New 12,501 $1.2M
First Trust Advisors LP 0.00% Reduce -7.3% 11,760 $1.1M
Rockefeller Capital Management L.P. 0.00% New 11,241 $1.1M
Forefront Wealth Partners, LLC 0.73% Add +47.5% 12,023 $1.1M
Prospera Financial Services Inc 0.02% Add +58.7% 10,415 $1.0M
D.A. Davidson & Co. 0.01% Reduce -0.6% 10,096 $982K
Cwm, LLC 0.00% Reduce -1.2% 10,030 $976K
Belpointe Asset Management LLC 0.04% Add +0.0% 9,821 $956K
Sanctuary Advisors, LLC 0.01% Add +13.6% 9,361 $911K
Flaharty Asset Management, LLC 0.12% Reduce -7.4% 9,117 $887K
J.W. Cole Advisors, Inc. 0.02% Add +1.2% 8,302 $808K
Baird Financial Group, Inc. 0.00% Add +0.4% 8,179 $796K
Harbour Investments, Inc. 0.02% Reduce -2.0% 7,697 $749K
Stonebridge Financial Planning Group, LLC 0.30% Reduce -6.3% 7,500 $730K
1776 Wealth LLC 0.27% Reduce -0.8% 6,770 $659K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -10.9% 6,644 $646K
Stephens Inc. 0.01% Add +0.1% 6,634 $645K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.6% 6,550 $637K
Proactive Wealth Strategies LLC 0.30% Reduce -19.3% 6,438 $626K
Moors & Cabot, Inc. 0.03% Reduce -1.6% 5,983 $582K
International Assets Investment Management, LLC 0.05% Reduce -7.9% 5,822 $566K
Cornerstone Wealth Management, LLC 0.03% Add +1.2% 5,821 $566K
AE Wealth Management LLC 0.00% Reduce -23.7% 5,820 $566K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.0% 5,222 $508K
Ameritas Advisory Services, LLC 0.03% Reduce -4.4% 5,194 $505K
Capital Investment Advisory Services, LLC 0.04% No change 5,108 $497K
Equitable Holdings, Inc. 0.00% Add +6.3% 5,043 $491K
Morey & Quinn Wealth Partners, LLC 0.35% Reduce -5.3% 4,549 $443K
Jane Street Group, LLC 0.00% Reduce -52.9% 4,505 $438K
Guardian Wealth Advisors, LLC / NC 0.03% No change 4,230 $412K
Aptus Capital Advisors, LLC 0.00% No change 4,230 $412K
Truist Financial Corp. 0.00% Reduce -27.3% 4,202 $409K
Marks Group Wealth Management, Inc 0.04% No change 4,000 $389K
Lanark Financial, Inc. 0.03% Reduce -1.6% 3,862 $375K
Arkadios Wealth Advisors 0.01% Reduce -9.2% 3,685 $359K
CoreCap Advisors, LLC 0.01% Reduce -7.4% 3,317 $323K
Citigroup Inc. 0.00% Reduce -4.5% 3,285 $320K
Banco Santander, S.A. 0.00% Reduce -30.6% 3,250 $316K
Riverchase Wealth Management, LLC 0.20% No change 3,227 $314K
Stelac Advisory Services LLC 0.12% Reduce -23.1% 3,207 $312K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -13.3% 2,835 $276K
Atria Wealth Solutions, Inc. 0.01% No change 2,678 $261K
StoneX Group Inc. 0.01% New 2,414 $235K
Kestra Private Wealth Services, LLC 0.00% New 2,156 $210K
Kraft, Davis & Associates, LLC 0.06% New 2,159 $209K
Prepared Retirement Institute LLC 0.12% New 2,140 $208K
&partners 0.00% New 2,107 $205K
Moneco Advisors, LLC 0.02% New 2,100 $204K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.1% 1,970 $192K
Spire Wealth Management 0.01% Add +0.3% 1,780 $173K
Signaturefd, LLC 0.00% No change 1,241 $121K
FMR LLC 0.00% Add +21.6% 1,220 $119K
JPMorgan Chase & Co. 0.00% Add +16.9% 1,170 $114K
Comerica Bank 0.00% Reduce -18.1% 1,103 $107K
IFP Advisors, Inc 0.00% Reduce -25.5% 979 $95K
Geneos Wealth Management Inc. 0.00% Add +200.0% 651 $63K
Global Retirement Partners, LLC 0.00% — 540 $53K
Arax Advisory Partners 0.00% Reduce -15.9% 480 $47K
Bfsg, LLC 0.01% No change 457 $44K
CENTRAL TRUST Co 0.00% No change 410 $40K
Rossby Financial, LCC 0.01% New 400 $39K
Creative Financial Designs Inc. 0.00% Reduce -7.5% 296 $29K
GAMMA Investing LLC 0.00% No change 285 $28K
Arvest Investments, Inc. 0.00% No change 265 $26K
New England Capital Financial Advisors LLC 0.01% Add +0.8% 260 $25K
O'shaughnessy Asset Management, LLC 0.00% No change 218 $21K
Larson Financial Group LLC 0.00% Reduce -32.8% 217 $21K
Hollencrest Capital Management 0.00% New 182 $18K
Beacon Capital Management, LLC 0.00% Add +0.6% 181 $18K
PNC Financial Services Group, Inc. 0.00% Reduce -62.0% 178 $17K

"% 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 115 holders