First Trust Indxx NextG ETF (NXTG) Institutional Ownership

$77.32
+0.53 (+0.69%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Indxx NextG ETF (NASDAQ:NXTG)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$74.98M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$48.74M
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NXTG Institutional Buying and Selling by Quarter

First Trust Indxx NextG ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.117,940$9.35M0.1%-5.0%2.432%
5/1/2024 Janney Montgomery Scott LLC90,151$7.15M0.0%+1.2%1.859%
4/30/2024 Private Advisor Group LLC43,972$3.49M0.0%-7.6%0.907%
4/30/2024 Arkadios Wealth Advisors4,738$376K0.0%-21.6%0.098%
4/29/2024Commonwealth Equity Services LLC40,335$3.20M0.0%-1.1%0.832%
4/29/2024 Benjamin F. Edwards & Company Inc.55,303$4.38M0.1%+37.5%1.140%
4/25/2024 Cambridge Investment Research Advisors Inc.20,774$1.65M0.0%-6.6%0.424%
4/23/2024 Raymond James Financial Services Advisors Inc.28,667$2.27M0.0%-18.4%0.585%
4/22/2024 Raymond James & Associates85,700$6.79M0.0%+1.2%1.749%
4/15/2024 Kingswood Wealth Advisors LLC2,539$201K0.0%N/A0.052%
4/12/2024 First PREMIER Bank25,423$2.02M0.5%-2.9%0.519%
4/5/2024 NBC Securities Inc.7,114$563K0.1%-8.3%0.138%
3/22/2024PNC Financial Services Group Inc.1,390$107K0.0%-33.5%0.027%
3/15/2024B. Riley Wealth Advisors Inc.6,485$498K0.0%-19.9%0.126%
3/8/2024ICA Group Wealth Management LLC1,705$131K0.0%N/A0.033%
2/13/2024Belpointe Asset Management LLC5,057$388K0.0%N/A0.098%
2/12/2024Steward Partners Investment Advisory LLC7,990$613K0.0%-3.9%0.155%
2/9/2024 Cambridge Investment Research Advisors Inc.22,231$1.71M0.0%-20.3%0.432%
2/9/2024D.A. Davidson & CO.13,417$1.03M0.0%-3.0%0.261%
2/9/2024Gladstone Institutional Advisory LLC5,509$423K0.0%-28.2%0.107%
2/9/2024UBS Group AG266,093$20.42M0.0%-9.5%5.167%
2/8/2024 Janney Montgomery Scott LLC89,061$6.83M0.0%-2.5%1.729%
2/8/2024 Pacific Sun Financial Corp18,581$1.43M0.9%-0.8%0.361%
2/7/2024Avantax Advisory Services Inc.124,127$9.52M0.1%-10.2%2.410%
2/7/2024 NBC Securities Inc.7,759$595K0.1%-9.6%0.151%
2/6/2024 Apollon Wealth Management LLC2,753$211K0.0%N/A0.053%
2/6/2024 Private Advisor Group LLC47,564$3.65M0.0%-3.7%0.924%
2/6/2024 Benjamin F. Edwards & Company Inc.40,223$3.09M0.1%-8.2%0.781%
2/6/2024 Concentrum Wealth Management24,464$1.88M0.1%+1.9%0.475%
2/5/2024 Kestra Private Wealth Services LLC2,929$225K0.0%-5.5%0.057%
2/5/2024Flaharty Asset Management LLC12,528$961K0.2%-2.3%0.243%
2/2/2024Truist Financial Corp5,558$426K0.0%-7.0%0.108%
2/2/2024Atria Wealth Solutions Inc.2,833$217K0.0%N/A0.055%
2/2/2024 Bfsg LLC457$35K0.0%N/A0.009%
2/1/2024 Sigma Planning Corp10,225$785K0.1%-38.8%0.199%
1/31/2024 J.W. Cole Advisors Inc.8,131$624K0.0%+6.2%0.158%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.16,322$1.25M0.0%-10.6%0.317%
1/29/2024 NewEdge Wealth LLC14,578$1.12M0.0%-3.7%0.283%
1/29/2024 Perigon Wealth Management LLC19,500$1.50M0.0%N/A0.379%
1/25/2024 International Assets Investment Management LLC9,502$729K0.0%N/A0.183%
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1/24/2024 Stratos Wealth Partners LTD.7,644$587K0.0%-4.2%0.147%
1/24/2024 Arkadios Wealth Advisors6,045$464K0.0%-3.7%0.116%
1/24/2024 International Assets Investment Management LLC729,067$55.94M0.0%N/A14.021%
1/23/2024 Insight Advisors LLC PA3,010$231K0.0%N/A0.058%
1/23/2024 Householder Group Estate & Retirement Specialist LLC339$26K0.0%-57.9%0.007%
1/18/2024 WealthCare Investment Partners LLC14,917$1.13M0.6%-0.9%0.287%
1/17/2024 First PREMIER Bank26,185$2.01M0.6%-1.5%0.504%
1/16/2024 Raymond James Financial Services Advisors Inc.35,133$2.70M0.0%-10.3%0.676%
1/16/2024 Raymond James & Associates84,645$6.50M0.0%-5.6%1.628%
1/10/2024 Creative Financial Designs Inc. ADV7,949$610K0.1%-2.1%0.151%
1/10/2024 Cornerstone Wealth Management LLC6,688$513K0.0%-14.8%0.127%
12/1/2023B. Riley Wealth Advisors Inc.8,096$549K0.0%+6.8%0.149%
11/16/2023Harbour Investments Inc.4,753$323K0.0%-4.4%0.087%
11/13/2023Stifel Financial Corp50,660$3.44M0.0%-24.8%0.930%
11/13/2023Mariner LLC41,454$2.81M0.0%-6.7%0.761%
11/13/2023LPL Financial LLC261,642$17.76M0.0%-6.0%4.801%
11/13/2023Kestra Advisory Services LLC55,811$3.79M0.0%+11.3%1.024%
11/13/2023PNC Financial Services Group Inc.2,090$142K0.0%-8.7%0.038%
11/9/2023UBS Group AG293,898$19.94M0.0%-5.8%5.393%
11/8/2023 Concentrum Wealth Management24,011$1.63M0.1%+6.7%0.441%
11/8/2023 Janney Montgomery Scott LLC91,357$6.20M0.0%-6.4%1.676%
11/8/2023 NewEdge Wealth LLC15,139$1.03M0.0%+67.8%0.278%
11/8/2023Banco Santander S.A.4,190$284K0.0%-11.8%0.077%
11/8/2023Avantax Advisory Services Inc.138,275$9.38M0.1%-11.1%2.537%
11/8/2023Moors & Cabot Inc.6,649$451K0.0%-8.5%0.122%
11/7/2023Atria Investments Inc15,595$1.06M0.0%-12.8%0.286%
11/7/2023 Cornerstone Wealth Management LLC7,846$533K0.1%-4.8%0.144%
11/6/2023 Sigma Planning Corp16,694$1.13M0.0%-6.3%0.306%
11/4/2023 NBC Securities Inc.8,580$582K0.1%N/A0.157%
11/3/2023 Private Advisor Group LLC49,367$3.35M0.0%-4.1%0.889%
10/24/2023 Raymond James Financial Services Advisors Inc.39,148$2.66M0.0%-8.9%0.705%
10/24/2023 Raymond James & Associates89,706$6.09M0.0%-12.8%1.616%
10/24/2023 Cambridge Investment Research Advisors Inc.27,879$1.89M0.0%-2.8%0.502%
10/23/2023Commonwealth Equity Services LLC42,173$2.86M0.0%-8.5%0.760%
10/12/2023IFP Advisors Inc1,442$98K0.0%-13.3%0.026%
10/11/2023AE Wealth Management LLC10,127$687K0.0%-20.7%0.181%
10/10/2023 WealthCare Investment Partners LLC15,051$1.02M0.6%+2.3%0.269%
10/10/2023 Householder Group Estate & Retirement Specialist LLC805$55K0.0%N/A0.014%
8/14/2023Snowden Capital Advisors LLC10,433$749K0.0%-4.7%0.178%
8/14/2023Guardian Wealth Advisors LLC NC4,625$332K0.1%-7.6%0.079%
8/11/2023Kestra Advisory Services LLC50,154$3.60M0.0%+6.8%0.857%
8/11/2023Flaharty Asset Management LLC13,155$944K0.2%-17.6%0.225%
8/10/2023Osaic Holdings Inc.63,276$4.43M0.0%-12.3%1.082%
8/10/2023Commonwealth Equity Services LLC46,094$3.31M0.0%-5.2%0.788%
8/10/2023 Private Advisor Group LLC51,496$3.70M0.0%-7.3%0.880%
8/10/2023Cetera Advisor Networks LLC14,493$1.04M0.0%-10.0%0.248%
8/10/2023Cetera Investment Advisers39,902$2.86M0.0%-13.6%0.682%
8/9/2023Flow Traders U.S. LLC18,935$1.36M0.1%N/A0.324%
8/8/2023 Concentrum Wealth Management22,502$1.62M1.0%+0.9%0.385%
8/4/2023Envestnet Asset Management Inc.20,395$1.46M0.0%+19.3%0.349%
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8/3/2023Atria Wealth Solutions Inc.2,833$203K0.0%-28.2%0.048%
8/3/2023 Larson Financial Group LLC343$25K0.0%-32.3%0.006%
8/3/2023 CWM LLC10,423$748K0.0%-5.0%0.178%
8/2/20231776 Wealth LLC7,959$571K0.3%+10.9%0.136%
8/2/2023 Sigma Planning Corp17,819$1.28M0.0%-39.2%0.305%
8/1/2023Truist Financial Corp5,998$431K0.0%-7.5%0.103%
7/31/2023LPL Financial LLC278,344$19.98M0.0%+1.2%4.758%
7/28/2023 Capital Investment Advisory Services LLC5,030$361K0.0%N/A0.085%
7/27/2023B. Riley Wealth Advisors Inc.7,577$544K0.0%-8.3%0.127%
7/26/2023 Creative Financial Designs Inc. ADV8,485$609K0.1%+2.1%0.143%
(Data available from 1/1/2016 forward)

NXTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NXTG shares?

During the previous two years, 114 institutional investors and hedge funds held shares of First Trust Indxx NextG ETF. The most heavily invested institutionals were Bank of America Corp DE ($32.06M), UBS Group AG ($20.42M), LPL Financial LLC ($17.76M), Royal Bank of Canada ($9.46M), Avantax Advisory Services Inc. ($9.35M), Janney Montgomery Scott LLC ($7.15M), and Raymond James & Associates ($6.79M).Learn more on NXTG's institutional investors.

Which institutional investors have been buying First Trust Indxx NextG ETF stock?

Of the 69 institutional investors that purchased First Trust Indxx NextG ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($963.00K), OLD Mission Capital LLC ($101.36K), Private Advisor Group LLC ($56.04K), Commonwealth Equity Services LLC ($38.41K), Raymond James Financial Services Advisors Inc. ($31.23K), Mayflower Financial Advisors LLC ($27.10K), and Belpointe Asset Management LLC ($22.70K).

How much institutional buying is happening at First Trust Indxx NextG ETF?

Institutional investors have bought a total of 1,520,459 shares in the last 24 months. This purchase volume represents approximately $148.43M in transactions.

Which First Trust Indxx NextG ETF major shareholders have been selling company stock?

Of the 82 institutional investors that sold First Trust Indxx NextG ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Avantax Advisory Services Inc. ($2.29M), UBS Group AG ($296.60K), LPL Financial LLC ($177.20K), Raymond James Financial Services Advisors Inc. ($117.02K), Raymond James & Associates ($90.82K), Commonwealth Equity Services LLC ($75.15K), and Janney Montgomery Scott LLC ($46.52K).

How much institutional selling is happening at First Trust Indxx NextG ETF?

Institutional investors have sold a total of 3,575,341 shares in the last 24 months. This volume of shares sold represents approximately $438.36M in transactions.


This page (NASDAQ:NXTG) was last updated on 5/10/2024 by MarketBeat.com Staff

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