NXTG Institutional Ownership
First Trust Indxx NextG ETF
1W: +0.6%
1M: +3.5%
3M: +5.0%
YTD: +44.2%
1Y: +51.5%
3Y: +143.6%
5Y: +118.1%
$157.52
+2.95 (+1.91%)
Weekly Expected Move ±3.0%
$148
$153
$158
$162
$167
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NXTG
160
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
269M
Total Invested
23
New Positions
32
Increased
70
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (163 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 222,381 | 35M | +12,182 | +5.8% | 29Q | SEC ↗ |
| 2 | MORGAN STANLEY | 217,390 | 34M | +3,941 | +1.8% | 29Q | SEC ↗ |
| 3 | UBS Group AG | 132,516 | 21M | -5,074 | -3.7% | 29Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 125,753 | 20M | +34,417 | +37.7% | 7Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 77,652 | 12M | -834 | -1.1% | 25Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 72,807 | 11M | -7,035 | -8.8% | 29Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 68,305 | 11M | +7,039 | +11.5% | 27Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 63,778 | 10M | -909 | -1.4% | 24Q | SEC ↗ |
| 9 | Janney Montgomery Scott LLC | 62,397 | 10M | -4,321 | -6.5% | 28Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 56,631 | 9M | -2,023 | -3.4% | 15Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 31,849 | 5M | -318 | -1.0% | 29Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 31,736 | 5M | +10,638 | +50.4% | 26Q | SEC ↗ |
| 13 | FLOW TRADERS U.S. LLC NEW | 29,336 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,175 | 4M | +9,915 | +54.3% | 19Q | SEC ↗ |
| 15 | BENJAMIN EDWARDS INC | 22,649 | 4M | -3,032 | -11.8% | 8Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 22,506 | 4M | +4,470 | +24.8% | 26Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 21,941 | 3M | -1,050 | -4.6% | 28Q | SEC ↗ |
| 18 | Sigma Planning Corp | 20,968 | 3M | +9,422 | +81.6% | 24Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 19,731 | 3M | -176 | -0.9% | 15Q | SEC ↗ |
| 20 | First PREMIER Bank | 19,541 | 3M | — | +0.0% | 27Q | SEC ↗ |
| 21 | Perigon Wealth Management, LLC | 19,503 | 3M | — | +0.0% | 11Q | SEC ↗ |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | 18,614 | 3M | -625 | -3.2% | 23Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 17,758 | 3M | +242 | +1.4% | 27Q | SEC ↗ |
| 24 | WealthCare Investment Partners, LLC | 16,606 | 3M | -194 | -1.2% | 19Q | SEC ↗ |
| 25 | Pacific Sun Financial Corp | 16,246 | 3M | -845 | -4.9% | 13Q | SEC ↗ |
| 26 | Cerity Partners LLC | 14,535 | 2M | -18,951 | -56.6% | 3Q | SEC ↗ |
| 27 | NewEdge Wealth, LLC | 14,189 | 2M | — | +0.0% | 13Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 13,304 | 2M | -1,617 | -10.8% | 28Q | SEC ↗ |
| 29 | Proactive Wealth Strategies LLC | 12,895 | 2M | +437 | +3.5% | 8Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 10,745 | 2M | +506 | +4.9% | 9Q | SEC ↗ |
| 31 | CWM, LLC | 9,724 | 2M | -68 | -0.7% | 18Q | SEC ↗ |
| 32 | HighPoint Advisor Group LLC | 9,701 | 2M | -47 | -0.5% | 3Q | SEC ↗ |
| 33 | D.A. DAVIDSON & CO. | 9,650 | 2M | -375 | -3.7% | 26Q | SEC ↗ |
| 34 | Belpointe Asset Management LLC | 9,553 | 2M | -70 | -0.7% | 11Q | SEC ↗ |
| 35 | Modern Wealth Management, LLC NEW | 8,823 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | FIRST TRUST ADVISORS LP | 8,468 | 1M | +14 | +0.2% | 22Q | SEC ↗ |
| 37 | J.W. COLE ADVISORS, INC. | 7,801 | 1M | -208 | -2.6% | 19Q | SEC ↗ |
| 38 | Prospera Financial Services Inc | 7,695 | 1M | -302 | -3.8% | 25Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 7,644 | 1M | -170 | -2.2% | 17Q | SEC ↗ |
| 40 | Forefront Wealth Partners, LLC | 7,465 | 1M | -3,092 | -29.3% | 7Q | SEC ↗ |
| 41 | Stonebridge Financial Planning Group, | 7,275 | 1M | +1 | +0.0% | 25Q | SEC ↗ |
| 42 | Private Advisory Group LLC NEW | 7,183 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Stratos Wealth Partners, LTD. | 7,078 | 1M | -122 | -1.7% | 25Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 6,832 | 1M | +1 | +0.0% | 7Q | SEC ↗ |
| 45 | OpenArc Corporate Advisory, LLC | 6,737 | 1M | +107 | +1.6% | 3Q | SEC ↗ |
| 46 | STEPHENS INC /AR | 6,732 | 1M | +3 | +0.0% | 16Q | SEC ↗ |
| 47 | 1776 Wealth LLC | 6,514 | 1M | — | +0.0% | 22Q | SEC ↗ |
| 48 | Stelac Advisory Services LLC | 6,389 | 1M | — | +0.0% | 19Q | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 5,953 | 938K | -1,352 | -18.5% | 23Q | SEC ↗ |
| 50 | Warner Group LLC | 5,430 | 855K | +2,540 | +87.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 29,336 | 5M |
| Modern Wealth Management, LLC | 8,823 | 1M |
| Private Advisory Group LLC | 7,183 | 1M |
| Financial & Tax Architects, LLC | 2,909 | 458K |
| HRT FINANCIAL LP | 1,847 | 291K |
| Kovack Advisors, Inc. | 1,764 | 278K |
| Prepared Retirement Institute LLC | 1,756 | 277K |
| HighTower Advisors, LLC | 1,707 | 269K |
| INSIGNEO ADVISORY SERVICES, LLC | 1,660 | 261K |
| Sequoia Financial Advisors, LLC | 1,556 | 245K |
| Merit Financial Group, LLC | 1,554 | 245K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 1,477 | 233K |
| RFG Advisory, LLC | 1,440 | 227K |
| IFG Advisory, LLC | 1,363 | 215K |
| KINGSWOOD WEALTH ADVISORS, LLC | 1,329 | 209K |
| Integrated Wealth Concepts LLC | 704 | 111K |
| Highland Investment Advisors LLC | 699 | 110K |
| Global Retirement Partners, LLC | 652 | 103K |
| US BANCORP \DE | 270 | 43K |
| Downshift Financial, LLC | 200 | 32K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 10,366 | 2M |
| Flaharty Asset Management, LLC | 8,633 | 1M |
| AMERIPRISE FINANCIAL INC | 7,694 | 1M |
| OLD MISSION CAPITAL LLC | 5,042 | 794K |
| Independent Advisor Alliance | 4,555 | 718K |
| GTS SECURITIES LLC | 2,988 | 471K |
| CITADEL ADVISORS LLC | 2,083 | 328K |
| StoneX Group Inc. | 1,895 | 299K |
| CITIGROUP INC | 1,206 | 190K |
| Sound Income Strategies, LLC | 916 | 144K |
| UBS AM, a distinct business unit of | 346 | 55K |
| Advisory Services Network, LLC | 185 | 29K |
| FLAGSHIP HARBOR ADVISORS, LLC | 113 | 18K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +34,417 | +37.7% | 125,753 |
| LPL Financial LLC | +12,182 | +5.8% | 222,381 |
| Private Advisor Group, LLC | +10,638 | +50.4% | 31,736 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +9,915 | +54.3% | 28,175 |
| Sigma Planning Corp | +9,422 | +81.6% | 20,968 |
| WELLS FARGO & COMPANY/MN | +7,039 | +11.5% | 68,305 |
| OSAIC HOLDINGS, INC. | +4,470 | +24.8% | 22,506 |
| MORGAN STANLEY | +3,941 | +1.8% | 217,390 |
| Ameritas Advisory Services, LLC | +2,672 | +104.3% | 5,234 |
| Warner Group LLC | +2,540 | +87.9% | 5,430 |
| SIMPLEX TRADING, LLC | +1,729 | +1047.9% | 1,894 |
| JPMORGAN CHASE & CO | +1,470 | +125.6% | 2,640 |
| Spire Wealth Management | +621 | +139.9% | 1,065 |
| Aptus Capital Advisors, LLC | +531 | +12.6% | 4,761 |
| Sanctuary Advisors, LLC | +506 | +4.9% | 10,745 |
| Proactive Wealth Strategies LLC | +437 | +3.5% | 12,895 |
| Cambridge Investment Research Advis | +242 | +1.4% | 17,758 |
| Parallel Advisors, LLC | +176 | +40.6% | 610 |
| ASSETMARK, INC | +156 | +255.7% | 217 |
| OpenArc Corporate Advisory, LLC | +107 | +1.6% | 6,737 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -22,970 | -87.1% | 3,401 |
| Cerity Partners LLC | -18,951 | -56.6% | 14,535 |
| ROYAL BANK OF CANADA | -7,035 | -8.8% | 72,807 |
| UBS Group AG | -5,074 | -3.7% | 132,516 |
| Janney Montgomery Scott LLC | -4,321 | -6.5% | 62,397 |
| Atria Investments, Inc | -3,260 | -50.4% | 3,207 |
| MERCER GLOBAL ADVISORS INC /ADV | -3,222 | -48.6% | 3,408 |
| Forefront Wealth Partners, LLC | -3,092 | -29.3% | 7,465 |
| BENJAMIN EDWARDS INC | -3,032 | -11.8% | 22,649 |
| BANK OF AMERICA CORP /DE | -2,023 | -3.4% | 56,631 |
| Gateway Wealth Partners, LLC | -1,743 | -52.7% | 1,567 |
| ENVESTNET ASSET MANAGEMENT INC | -1,617 | -10.8% | 13,304 |
| Baird Financial Group, Inc. | -1,352 | -18.5% | 5,953 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,050 | -4.6% | 21,941 |
| Kestra Advisory Services, LLC | -909 | -1.4% | 63,778 |
| Pacific Sun Financial Corp | -845 | -4.9% | 16,246 |
| Cetera Investment Advisers | -834 | -1.1% | 77,652 |
| Moors & Cabot, Inc. | -784 | -15.6% | 4,234 |
| Advyzon Investment Management, LLC | -764 | -13.1% | 5,052 |
| INDEPENDENT FINANCIAL GROUP, LLC | -625 | -3.2% | 18,614 |