First Trust Indxx Nextg ETFNXTGETF

13F holders, Q4 2025 (December 31)
124holders +5
8new positions
8sold out
$107.79avg. 13F price*

At the end of Q4 2025, 124 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($23.5M), LPL Financial LLC ($23.4M) and UBS Group AG ($16.7M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$3.8M
Exits8$2.5M

All 13F filers, Q3 2025 → Q4 2025: 75,690 shares bought and 140,599 shares sold, net −64,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 124 holders

Morgan Stanley 0.00% Add +4.7% 217,962 $23.5M
LPL Financial LLC 0.01% Reduce -3.0% 217,403 $23.4M
UBS Group AG 0.00% Reduce -13.0% 155,208 $16.7M
Raymond James Financial Inc. 0.00% Add +0.8% 131,211 $14.1M
Cetera Investment Advisers 0.01% Reduce -13.0% 83,001 $8.9M
Janney Montgomery Scott LLC 0.02% Reduce -3.7% 70,451 $7.6M
Royal Bank of Canada 0.00% Add +5.7% 66,641 $7.2M
Kestra Advisory Services, LLC 0.03% Add +2.6% 64,006 $6.9M
Bank of America Corp. 0.00% Reduce -8.0% 57,192 $6.2M
Wells Fargo & Company 0.00% Reduce -2.7% 54,278 $5.8M
Mariner, LLC 0.00% Reduce -2.2% 37,150 $4.0M
Stifel Financial Corp. 0.00% Add +1.9% 32,508 $3.5M
Benjamin Edwards Inc. 0.04% Reduce -15.3% 29,481 $3.2M
Commonwealth Equity Services, LLC 0.00% Reduce -6.1% 23,455 $2.5M
Private Advisor Group, LLC 0.01% Reduce -1.1% 20,619 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -54.6% 19,956 $2.2M
NewEdge Advisors, LLC 0.01% Add +0.3% 19,820 $2.1M
First PREMIER Bank 0.48% Reduce -20.7% 19,562 $2.1M
Perigon Wealth Management, LLC 0.04% No change 19,503 $2.1M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 19,028 $2.1M
Independent Financial Group, LLC 0.05% Add +7.4% 18,984 $2.0M
Atria Investments, Inc 0.02% Reduce -2.1% 17,413 $1.9M
WealthCare Investment Partners, LLC 0.54% Add +1.5% 17,113 $1.9M
Pacific Sun Financial Corp 0.89% Reduce -0.3% 17,121 $1.8M
Flow Traders U.S. LLC 0.06% Reduce -44.5% 16,855 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.6% 16,736 $1.8M
Cerity Partners LLC 0.00% New 16,499 $1.8M
Osaic Holdings, Inc. 0.00% Add +2.2% 16,420 $1.8M
NewEdge Wealth, LLC 0.02% Reduce -0.1% 14,257 $1.5M
GTS Securities LLC 0.04% Add +222.3% 12,223 $1.3M
Forefront Wealth Partners, LLC 0.62% Add +8.4% 12,174 $1.3M
Sigma Planning Corp 0.03% Add +5.0% 11,585 $1.2M
First Trust Advisors LP 0.00% Reduce -15.3% 10,414 $1.1M
Jane Street Group, LLC 0.00% Add +53.8% 10,188 $1.1M
D.A. Davidson & Co. 0.01% No change 10,096 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -0.7% 9,893 $1.1M
Cwm, LLC 0.00% Add +0.0% 9,792 $1.1M
HighPoint Advisor Group LLC 0.02% New 9,768 $1.1M
Belpointe Asset Management LLC 0.04% Add +0.0% 9,744 $1.1M
Prospera Financial Services Inc 0.02% Reduce -13.9% 8,974 $970K
Flaharty Asset Management, LLC 0.12% Reduce -0.8% 8,793 $948K
J.W. Cole Advisors, Inc. 0.02% Add +1.4% 8,063 $869K
Baird Financial Group, Inc. 0.00% Reduce -2.2% 7,671 $827K
Stonebridge Financial Planning Group, LLC 0.28% Reduce -3.0% 7,273 $784K
Harbour Investments, Inc. 0.02% Reduce -4.0% 7,216 $778K
Stratos Wealth Partners, LTD. 0.01% Add +0.2% 6,839 $737K
International Assets Investment Management, LLC 0.05% Add +17.3% 6,830 $736K
Stephens Inc. 0.01% Add +0.1% 6,642 $716K
OpenArc Corporate Advisory, LLC 0.01% — 6,630 $714K
1776 Wealth LLC 0.26% Reduce -0.9% 6,514 $702K
Proactive Wealth Strategies LLC 0.27% Reduce -0.8% 6,415 $691K
Ameriprise Financial Inc. 0.00% New 6,227 $671K
Moors & Cabot, Inc. 0.03% Reduce -4.3% 5,537 $597K
Cornerstone Wealth Management, LLC 0.03% Reduce -8.2% 5,060 $545K
Capital Investment Advisory Services, LLC 0.04% No change 5,018 $541K
Rockefeller Capital Management L.P. 0.00% Add +468.9% 5,001 $539K
AE Wealth Management LLC 0.00% Reduce -11.2% 4,948 $533K
Steward Partners Investment Advisory, LLC 0.00% Add +0.5% 4,884 $526K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -17.2% 4,710 $508K
Z3 Capital Partners, LLC 0.12% — 4,607 $496K
Morey & Quinn Wealth Partners, LLC 0.35% Reduce -1.2% 4,495 $484K
Lanark Financial, Inc. 0.04% Add +14.1% 4,493 $484K
Equitable Holdings, Inc. 0.00% No change 4,460 $481K
Guardian Wealth Advisors, LLC / NC 0.03% No change 4,230 $456K
Aptus Capital Advisors, LLC 0.00% No change 4,230 $456K
Marks Group Wealth Management, Inc 0.04% No change 4,000 $431K
Truist Financial Corp. 0.00% Reduce -4.3% 3,887 $419K
Stirlingshire Investments, Inc. 0.33% — 3,451 $372K
Riverchase Wealth Management, LLC 0.19% No change 3,227 $348K
Arkadios Wealth Advisors 0.01% Add +0.4% 3,203 $345K
Banco Santander, S.A. 0.00% Add +6.1% 3,120 $336K
Warner Group LLC 0.19% No change 2,935 $316K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.1% 2,896 $312K
Ameritas Advisory Services, LLC 0.01% Reduce -45.1% 2,753 $297K
Miramontes Capital, LLC 0.10% — 2,662 $287K
Mgo One Seven LLC 0.01% Add +0.0% 2,530 $273K
Stelac Advisory Services LLC 0.09% Reduce -27.5% 2,325 $251K
CoreCap Advisors, LLC 0.01% Reduce -14.2% 2,230 $240K
Kraft, Davis & Associates, LLC 0.05% Add +0.4% 2,168 $238K
Prepared Retirement Institute LLC 0.12% Add +0.2% 2,150 $232K
Moneco Advisors, LLC 0.02% No change 2,100 $226K
Prasad Wealth Partners, LLC 0.06% Add +0.5% 2,004 $216K
Snowden Capital Advisors LLC 0.01% No change 1,957 $211K
&partners 0.00% Reduce -16.4% 1,901 $205K
HBK Sorce Advisory LLC 0.00% New 1,752 $203K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.7% 1,801 $194K
Spire Wealth Management 0.01% Add +241.9% 1,508 $163K
IFP Advisors, Inc 0.00% Add +53.3% 1,504 $162K
Signaturefd, LLC 0.00% No change 1,241 $134K
FMR LLC 0.00% Add +2.1% 1,232 $133K
Citigroup Inc. 0.00% Reduce -60.9% 1,203 $130K
JPMorgan Chase & Co. 0.00% No change 1,170 $126K
Comerica Bank 0.00% No change 1,103 $119K
Sound Income Strategies, LLC 0.00% Add +0.0% 916 $102K
Geneos Wealth Management Inc. 0.00% No change 651 $70K
Global Retirement Partners, LLC 0.00% No change 541 $58K
Arax Advisory Partners 0.00% New 495 $53K
Bfsg, LLC 0.00% No change 457 $49K
CENTRAL TRUST Co 0.00% No change 410 $44K
Rossby Financial, LCC 0.01% No change 400 $43K
GAMMA Investing LLC 0.00% No change 285 $31K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 262 $28K
Creative Financial Designs Inc. 0.00% Reduce -20.7% 253 $27K
Russell Investments Group, Ltd. 0.00% No change 248 $27K
O'shaughnessy Asset Management, LLC 0.00% Add +0.5% 221 $24K
Larson Financial Group LLC 0.00% Add +0.5% 199 $21K
Hollencrest Capital Management 0.00% Add +0.6% 184 $20K
PNC Financial Services Group, Inc. 0.00% No change 178 $19K
Sunbelt Securities, Inc. 0.00% No change 171 $18K
Golden State Wealth Management, LLC 0.00% No change 138 $15K
Qube Research & Technologies Ltd 0.00% Reduce -10.7% 133 $14K
Ameritas Investment Partners, Inc. 0.00% No change 125 $13K
Flagship Harbor Advisors, LLC 0.00% New 113 $12K
Allworth Financial LP 0.00% Add +1.0% 98 $11K
Capital Analysts, LLC 0.00% No change 93 $10K
Assetmark, Inc. 0.00% No change 87 $9K
Elevated Capital Advisors, LLC 0.00% New 76 $8K
Bank & Trust Co 0.01% No change 67 $7K
Darwin Wealth Management, LLC 0.00% Reduce -11.4% 62 $7K
Asset Dedication, LLC 0.00% No change 60 $6K
Bank of Montreal 0.00% No change 60 $6K
Security National Bank 0.00% New 46 $5K
Richard W. Paul & Associates, LLC 0.00% Reduce -55.6% 16 $2K
SBI Securities Co., Ltd. 0.00% Add +50.0% 3 $323

"% 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.