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Get Institutions for : 
First Trust Indxx Nextg ETF (NXTG)  
$80.56 0.26 (0.32%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    2
Total shares held : 
 2,327,058  
% of shares held : 
 21.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -43  
Amount of shares held : 
 -103,243  
% of shares held change : 
   -0.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $75.58  
Last Quarter's Ending Price : 
 $79.26  
Last Quarter's Average Price : 
 $77.16  
Change from last quarter's     
avg. price to the last closing  : 
3.40 (4.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 40,681
 1.75%
 
Increased Positions :
15
 62,988
 2.71%
 
Unchanged Positions :
24
 43,459
 1.87%
 
Decreased Positions :
60
-182,871
-7.86%
 
Closed Positions :
8
-24,041
-1.03%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2684 - 2024-03-31 249,958 $19,812,000 -11,934
   UBS Group AG 1217 - 2024-03-31 243,997 $19,339,000 -22,096
   LPL FINANCIAL CORP 967 - 2024-03-31 238,718 $18,921,000 -2,916
   H D Vest Advisory Services 187 - 2024-03-31 117,940 $9,348,000 -6,187
   ROYAL BANK OF CANADA 1682 - 2024-03-31 92,644 $7,343,000 -1,245
   JANE STREET GROUP LLC 1115 - 2024-03-31 77,794 $6,166,000 -21,954
   BANK OF AMERICA CORP /DE/ 2881 - 2024-03-31 70,161 $5,561,000 -2,096
   STIFEL FINANCIAL CORP 1334 - 2024-03-31 44,583 $3,534,000 -4,631
   Private Advisor Group LLC 583 - 2024-03-31 43,972 $3,485,000 -3,592
   COMMONWEALTH EQUITY SERVICES LLC. 1441 - 2024-03-31 40,335 $3,197,000 -462
   Advisor Group Holdings Inc. 1460 - 2024-03-31 34,668 $2,750,000 -9,180
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1564 - 2024-03-31 28,667 $2,272,000 -6,466
   First PREMIER Bank 52 - 2024-03-31 25,423 $2,016,000 -762
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1386 - 2024-03-31 20,774 $1,647,000 -1,457
   PACIFIC SUN FINANCIAL CORP 34 - 2024-03-31 18,531 $1,469,000 -50
   Migdal Insurance & Financial Holdings Ltd. 136 - 2024-03-31 15,740 $1,248,000 -582
   WealthCare Investment Partners LLC 46 - 2024-03-31 14,800 $1,173,000 -117
   NewEdge Wealth LLC 411 - 2024-03-31 14,514 $1,095,000 -64
   DAVIDSON D A & CO 718 - 2024-03-31 13,117 $1,040,000 -300
   AE Wealth Management LLC 664 - 2024-03-31 11,659 $924,000 -4,518
   Stonebridge Financial Planning Group LLC 80 - 2024-03-31 8,368 $663,000 -189
   CREATIVE FINANCIAL DESIGNS INC /ADV 234 - 2024-03-31 7,814 $619,000 -135
   Steward Partners Investment Advisory LLC 968 - 2024-03-31 7,712 $611,000 -278
   Stratos Wealth Partners LTD. 818 - 2024-03-31 7,453 $591,000 -191
   NBC SECURITIES INC. 400 - 2024-03-31 7,114 $563,000 -645
   BB&T CORP 2030 - 2024-03-31 5,440 $431,000 -118
   Equitable Holdings Inc. 891 - 2024-03-31 4,896 $388,000 -405
   Arkadios Wealth Advisors 465 - 2024-03-31 4,738 $376,000 -1,307
   Gladstone Institutional Advisory LLC 515 - 2024-03-31 4,137 $328,000 -1,372
   CoreCap Advisors LLC 433 - 2023-12-31 4,152 $319,000 -100
   Gateway Wealth Partners LLC 187 - 2024-03-31 3,422 $271,000 -352
   Banco Santander S.A. 387 - 2024-03-31 3,330 $264,000 -290
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2049 - 2024-03-31 3,021 $239,000 -118
   KESTRA PRIVATE WEALTH SERVICES LLC 1132 - 2024-03-31 2,773 $220,000 -156
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1598 - 2024-03-31 2,139 $170,000 -82
   J P MORGAN CHASE & CO 4438 - 2024-03-31 1,374 $109,000 -210
   COMERICA BANK 2580 - 2024-03-31 1,103 $87,000 -126
   FMR LLC 3209 - 2024-03-31 1,006 $80,000 -112
   Householder Group Estate & Retirement Specialist L 624 - 2024-03-31 313 $25,000 -26
   Richard W. Paul & Associates LLC 295 - 2024-03-31 173 $14,000 -109
   PRINCIPAL SECURITIES INC. 2489 - 2024-03-31 82 $6,000 -5
   Nelson Van Denburg & Campbell Wealth Management Gr 3066 - 2024-03-31 2 $0 -10
  42 Records found
  1    
  Page 1 of 1
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