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Get Institutions for : 
First Trust Indxx Nextg ETF (NXTG)  
$79.42 0.24 (0.3%) as of 4:30 Thu 5/23


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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 : 
 $67.54  
Last Quarter's Ending Price : 
 $76.73  
Last Quarter's Average Price : 
 $70.66  
Change from last quarter's     
avg. price to the last closing  : 
8.76 (12.4%)  




 
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: 3-31-2022 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 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
   JANNEY MONTGOMERY SCOTT LLC 626 - 2024-03-31 90,151 $7,145,000 1,090
   RAYMOND JAMES & ASSOCIATES 1373 - 2024-03-31 85,700 $6,793,000 1,055
   JANE STREET GROUP LLC 1115 - 2024-03-31 77,794 $6,166,000 -21,954
   WELLS FARGO & CO/MN 1842 - 2024-03-31 77,259 $6,124,000 8,155
   BANK OF AMERICA CORP /DE/ 2881 - 2024-03-31 70,161 $5,561,000 -2,096
   BENJAMIN F. EDWARDS & COMPANY INC. 230 - 2024-03-31 55,303 $4,383,000 15,080
   Kestra Advisory Services LLC 569 - 2024-03-31 55,198 $4,375,000 627
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1173 - 2024-03-31 48,365 $3,833,000 6,338
   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
   MARINER WEALTH ADVISORS, LLC 918 - 2024-03-31 38,204 $3,028,000 1,235
   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
   Concentrum Wealth Management 21 - 2024-03-31 25,244 $2,001,000 780
   Goss Wealth Management LLC 734 - 2024-03-31 22,196 $1,759,000 2,404
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1386 - 2024-03-31 20,774 $1,647,000 -1,457
   Perigon Wealth Management LLC 284 - 2024-03-31 19,503 $1,546,000 3
   ENVESTNET ASSET MANAGEMENT INC 2739 - 2024-03-31 19,107 $1,514,000 942
   PACIFIC SUN FINANCIAL CORP 34 - 2024-03-31 18,531 $1,469,000 -50
   WEALTH ADVISORS INC. 25 - 2023-09-30 19,500 $1,323,000 0
   Migdal Insurance & Financial Holdings Ltd. 136 - 2024-03-31 15,740 $1,248,000 -582
   ATRIA INVESTMENTS LLC 807 - 2023-12-31 15,845 $1,216,000 250
   Cetera Investment Advisers 819 - 2024-03-31 15,285 $1,211,000 -5,090
   Sigma Planning Corp 450 - 2024-03-31 14,809 $1,174,000 4,584
   WealthCare Investment Partners LLC 46 - 2024-03-31 14,800 $1,173,000 -117
   Flaharty Asset Management LLC 48 - 2024-03-31 14,638 $1,160,000 2,110
   NewEdge Wealth LLC 411 - 2024-03-31 14,514 $1,095,000 -64
   FIRST TRUST ADVISORS LP 1963 - 2024-03-31 13,506 $1,071,000 95
   DAVIDSON D A & CO 718 - 2024-03-31 13,117 $1,040,000 -300
   FINANCIAL NETWORK 1504 - 2024-03-31 11,827 $937,000 271
   AE Wealth Management LLC 664 - 2024-03-31 11,659 $924,000 -4,518
   CWM LLC 928 - 2024-03-31 10,463 $829,000 40
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 260 - 2024-03-31 9,519 $752,000 17
   STEPHENS INC /AR/ 659 - 2024-03-31 9,369 $743,000 0
   Baird Financial Group Inc. 1272 - 2024-03-31 8,680 $688,000 142
   Stonebridge Financial Planning Group LLC 80 - 2024-03-31 8,368 $663,000 -189
   J.W. COLE ADVISORS INC. 451 - 2024-03-31 8,155 $646,000 24
   Belpointe Asset Management LLC 376 - 2024-03-31 8,135 $645,000 3,078
   BANK OF NOVA SCOTIA / 801 *New 2024-03-31 8,000 $632,000 8,000
   1776 WEALTH LLC 66 - 2024-03-31 7,959 $631,000 0
   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
   NATIONAL ASSET MANAGEMENT, INC. 749 - 2024-03-31 8,096 $549,000 1,611
   Moors & Cabot Inc. 470 - 2024-03-31 6,812 $540,000 161
   Cornerstone Wealth Management LLC 324 - 2024-03-31 6,726 $533,000 38
   MULTIFINANCIAL SECURITIES CORP 1620 *New 2024-03-31 6,096 $483,000 6,096
   BB&T CORP 2030 - 2024-03-31 5,440 $431,000 -118
   Ameritas Advisory Services LLC 600 - 2024-03-31 5,588 $422,000 0
   Capital Investment Advisory Services LLC 342 - 2024-03-31 5,108 $405,000 0
   Equitable Holdings Inc. 891 - 2024-03-31 4,896 $388,000 -405
   PROSPERA FINANCIAL SERVICES 742 - 2023-12-31 4,967 $381,000 71
   Arkadios Wealth Advisors 465 - 2024-03-31 4,738 $376,000 -1,307
   HARBOUR INVESTMENTS INC. 643 - 2023-12-31 4,782 $367,000 29
   GUARDIAN WEALTH ADVISORS LLC / NC 196 - 2024-03-31 4,230 $335,000 0
   Aptus Capital Advisors LLC 591 - 2024-03-31 4,230 $335,000 0
   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
   Marks Group Wealth Management Inc 260 - 2024-03-31 4,000 $317,000 0
   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
   CITIGROUP INC 3050 - 2024-03-31 3,028 $240,000 162
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2049 - 2024-03-31 3,021 $239,000 -118
   Atria Wealth Solutions Inc. 1725 - 2024-03-31 2,833 $225,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1132 - 2024-03-31 2,773 $220,000 -156
   Apollon Wealth Management LLC 1007 - 2024-03-31 2,753 $218,000 0
   EPG Wealth Management LLC 249 *New 2024-03-31 2,585 $205,000 2,585
   STELAC ADVISORY SERVICES LLC 76 - 2024-03-31 2,551 $202,000 0
   KINGSWOOD WEALTH ADVISORS LLC 571 *New 2024-03-31 2,539 $201,000 2,539
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1598 - 2024-03-31 2,139 $170,000 -82
   ICA Group Wealth Management LLC 343 - 2024-03-31 1,705 $135,000 0
   PNC FINANCIAL SERVICES GROUP INC 2487 - 2024-03-31 1,525 $121,000 135
   IFP Advisors Inc 1171 - 2023-12-31 1,470 $113,000 28
   J P MORGAN CHASE & CO 4438 - 2024-03-31 1,374 $109,000 -210
   EDMOND DE ROTHSCHILD HOLDING S.A. 442 - 2024-03-31 1,350 $107,000 0
   SIGNATUREFD, LLC 1198 - 2024-03-31 1,241 $98,000 0
   COMERICA BANK 2580 - 2024-03-31 1,103 $87,000 -126
   FMR LLC 3209 - 2024-03-31 1,006 $80,000 -112
   Global Retirement Partners LLC 1336 - 2024-03-31 730 $58,000 61
   BFSG LLC 395 - 2024-03-31 457 $36,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 877 - 2024-03-31 410 $32,000 0
   Core Wealth Advisors Inc. 125 - 2024-03-31 369 $29,000 0
   Larson Financial Group LLC 821 - 2024-03-31 344 $27,000 1
   Householder Group Estate & Retirement Specialist L 624 - 2024-03-31 313 $25,000 -26
   Sunbelt Securities Inc. 1061 - 2024-03-31 272 $22,000 0
   ARVEST INVESTMENTS INC. 131 - 2024-03-31 265 $21,000 0
   New England Capital Financial Advisors LLC 175 - 2024-03-31 254 $20,000 0
   Hexagon Capital Partners LLC 728 - 2024-03-31 200 $16,000 0
   Beacon Capital Management LLC 511 - 2024-03-31 179 $14,000 0
   Richard W. Paul & Associates LLC 295 - 2024-03-31 173 $14,000 -109
   Qube Research & Technologies Ltd 3255 - 2024-03-31 149 $12,000 0
   TD Waterhouse Canada Inc. 1359 - 2024-03-31 125 $10,000 0
  100 Records found
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