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Get Institutions for : 
First Trust Indxx Nextg ETF (NXTG)  
$79.03 1.60 (1.98%) as of 4:30 Wed 5/29


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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  : 
8.37 (11.85%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   WELLS FARGO & CO/MN 1842 - 2024-03-31 77,259 $6,124,000 8,155
   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
   MARINER WEALTH ADVISORS, LLC 918 - 2024-03-31 38,204 $3,028,000 1,235
   Cetera Investment Advisers 1356 - 2024-03-31 33,208 $2,632,000 12,833
   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
   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
   ATRIA INVESTMENTS LLC 849 - 2024-03-31 15,848 $1,256,000 3
   Sigma Planning Corp 450 - 2024-03-31 14,809 $1,174,000 4,584
   Flaharty Asset Management LLC 48 - 2024-03-31 14,638 $1,160,000 2,110
   FIRST TRUST ADVISORS LP 1963 - 2024-03-31 13,506 $1,071,000 95
   FINANCIAL NETWORK 1504 - 2024-03-31 11,827 $937,000 271
   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
   Baird Financial Group Inc. 1272 - 2024-03-31 8,680 $688,000 142
   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
   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
   PROSPERA FINANCIAL SERVICES 742 - 2023-12-31 4,967 $381,000 71
   HARBOUR INVESTMENTS INC. 643 - 2023-12-31 4,782 $367,000 29
   CITIGROUP INC 3050 - 2024-03-31 3,028 $240,000 162
   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
   Global Retirement Partners LLC 1336 - 2024-03-31 730 $58,000 61

  31 Records found
  1    
  Page 1 of 1
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