First Trust Indxx Nextg ETFNXTGETF

13F holders, Q1 2026 (March 31)
138holders +14
19new positions
3sold out
1famous investor
$112.00avg. 13F price*

At the end of Q1 2026, 138 institutions reported holding First Trust Indxx Nextg ETF (NXTG) in their 13F filings, up 14 from Q4 2025. 19 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($23.9M), LPL Financial LLC ($23.5M) and UBS Group AG ($15.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$4.7M
Exits3$2.1M

All 13F filers, Q4 2025 → Q1 2026: 99,274 shares bought and 149,934 shares sold, net −50,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

Morgan Stanley 0.00% Reduce -2.1% 213,449 $23.9M
LPL Financial LLC 0.01% Reduce -3.3% 210,199 $23.5M
UBS Group AG 0.00% Reduce -11.3% 137,590 $15.4M
Raymond James Financial Inc. 0.00% Reduce -30.4% 91,336 $10.2M
Royal Bank of Canada 0.00% Add +19.8% 79,842 $8.9M
Cetera Investment Advisers 0.01% Reduce -5.4% 78,486 $8.8M
Janney Montgomery Scott LLC 0.02% Reduce -5.3% 66,718 $7.5M
Kestra Advisory Services, LLC 0.03% Add +1.1% 64,687 $7.2M
Wells Fargo & Company 0.00% Add +12.9% 61,266 $6.9M
Bank of America Corp. 0.00% Add +2.6% 58,654 $6.6M
Cerity Partners LLC 0.01% Add +103.0% 33,486 $3.7M
Stifel Financial Corp. 0.00% Reduce -1.1% 32,167 $3.6M
Mariner, LLC 0.00% Reduce -29.0% 26,371 $3.0M
Benjamin Edwards Inc. 0.03% Reduce -12.9% 25,681 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -2.0% 22,991 $2.6M
Private Advisor Group, LLC 0.01% Add +2.3% 21,098 $2.4M
NewEdge Advisors, LLC 0.01% Add +0.4% 19,907 $2.2M
First PREMIER Bank 0.50% Reduce -0.1% 19,541 $2.2M
Perigon Wealth Management, LLC 0.04% No change 19,503 $2.2M
Independent Financial Group, LLC 0.05% Add +1.3% 19,239 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -8.5% 18,260 $2.0M
Osaic Holdings, Inc. 0.00% Add +9.8% 18,036 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.7% 17,516 $2.0M
WealthCare Investment Partners, LLC 0.53% Reduce -1.8% 16,800 $1.9M
Pacific Sun Financial Corp 0.93% Reduce -0.2% 17,091 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -21.6% 14,921 $1.7M
NewEdge Wealth, LLC 0.02% Reduce -0.5% 14,189 $1.6M
Proactive Wealth Strategies LLC 0.26% Add +94.2% 12,458 $1.4M
Sigma Planning Corp 0.04% Reduce -0.3% 11,546 $1.3M
Forefront Wealth Partners, LLC 0.49% Reduce -13.3% 10,557 $1.2M
Jane Street Group, LLC 0.00% Add +1.8% 10,366 $1.2M
Sanctuary Advisors, LLC 0.01% Add +3.5% 10,239 $1.1M
D.A. Davidson & Co. 0.01% Reduce -0.7% 10,025 $1.1M
HighPoint Advisor Group LLC 0.05% Reduce -0.2% 9,748 $1.1M
Cwm, LLC 0.00% Reduce -0.7% 9,724 $1.1M
Belpointe Asset Management LLC 0.04% Reduce -1.2% 9,623 $1.1M
Flaharty Asset Management, LLC 0.12% Reduce -1.8% 8,633 $966K
First Trust Advisors LP 0.00% Reduce -18.8% 8,454 $946K
Prospera Financial Services Inc 0.01% Reduce -10.9% 7,997 $897K
J.W. Cole Advisors, Inc. 0.03% Reduce -0.7% 8,009 $896K
Harbour Investments, Inc. 0.01% Add +8.3% 7,814 $875K
Ameriprise Financial Inc. 0.00% Add +23.6% 7,694 $861K
Baird Financial Group, Inc. 0.00% Reduce -4.8% 7,305 $818K
Stonebridge Financial Planning Group, LLC 0.30% Add +0.0% 7,274 $814K
Stratos Wealth Partners, LTD. 0.01% Add +5.3% 7,200 $806K
International Assets Investment Management, LLC 0.05% Add +0.0% 6,831 $774K
Stephens Inc. 0.01% Add +1.3% 6,729 $753K
Mercer Global Advisors Inc. 0.00% New 6,630 $742K
OpenArc Corporate Advisory, LLC 0.01% No change 6,630 $742K
1776 Wealth LLC 0.29% No change 6,514 $729K
Atria Investments, Inc 0.01% Reduce -62.9% 6,467 $724K
Stelac Advisory Services LLC 0.14% Add +174.8% 6,389 $715K
Advyzon Investment Management, LLC 0.06% New 5,816 $651K
Old Mission Capital LLC 0.01% New 5,042 $564K
Capital Investment Advisory Services, LLC 0.04% No change 5,018 $562K
Moors & Cabot, Inc. 0.02% Reduce -9.4% 5,018 $562K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.6% 4,929 $552K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.7% 4,851 $543K
Equitable Holdings, Inc. 0.00% Add +11.5% 4,972 $536K
Rockefeller Capital Management L.P. 0.00% Reduce -4.5% 4,777 $535K
Morey & Quinn Wealth Partners, LLC 0.37% Add +2.8% 4,620 $517K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -2.4% 4,598 $515K
AE Wealth Management LLC 0.00% Reduce -7.2% 4,593 $514K
Independent Advisor Alliance 0.01% New 4,555 $510K
Lanark Financial, Inc. 0.04% Reduce -2.6% 4,374 $490K
Z3 Capital Partners, LLC 0.12% Reduce -6.1% 4,328 $484K
Guardian Wealth Advisors, LLC / NC 0.03% No change 4,230 $473K
Aptus Capital Advisors, LLC 0.00% No change 4,230 $473K
Marks Group Wealth Management, Inc 0.04% No change 4,000 $448K
Truist Financial Corp. 0.00% Reduce -5.4% 3,676 $411K
Stirlingshire Investments, Inc. 0.34% No change 3,451 $386K
Gateway Wealth Partners, LLC 0.01% New 3,310 $370K
Riverchase Wealth Management, LLC 0.19% No change 3,227 $361K
GTS Securities LLC 0.01% Reduce -75.5% 2,988 $334K
Warner Group LLC 0.21% Reduce -1.5% 2,890 $323K
Banco Santander, S.A. 0.00% Reduce -13.1% 2,710 $303K
Miramontes Capital, LLC 0.10% Add +0.0% 2,663 $298K
Kraft, Davis & Associates, LLC 0.06% Reduce -0.4% 2,159 $291K
Ameritas Advisory Services, LLC 0.01% Reduce -6.9% 2,562 $287K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -11.6% 2,561 $287K
Mgo One Seven LLC 0.01% No change 2,530 $283K
HBK Sorce Advisory LLC 0.01% No change 1,752 $254K
CoreCap Advisors, LLC 0.01% No change 2,230 $250K
Moneco Advisors, LLC 0.02% No change 2,100 $235K
Citadel Advisors 0.00% New 2,083 $233K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.0% 2,035 $228K
Prasad Wealth Partners, LLC 0.06% Add +0.2% 2,008 $225K
Snowden Capital Advisors LLC 0.01% Add +0.1% 1,958 $219K
Arkadios Wealth Advisors 0.00% Reduce -39.9% 1,926 $216K
&partners 0.00% Add +0.2% 1,905 $213K
StoneX Group Inc. 0.01% New 1,895 $212K
Elevation Point Wealth Partners, LLC 0.01% New 1,869 $209K
Vestmark Advisory Solutions, Inc. 0.00% New 1,868 $209K
Choreo, LLC 0.00% New 1,832 $205K
Kestra Private Wealth Services, LLC 0.00% New 1,829 $205K
October Effect Ltd 0.23% New 1,800 $201K
PCG Wealth Advisors, LLC 0.05% New 1,787 $200K
FMR LLC 0.00% Add +10.4% 1,360 $152K
Signaturefd, LLC 0.00% No change 1,241 $139K
Citigroup Inc. 0.00% Add +0.3% 1,206 $135K

"% 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 138 holders