Institutional Ownership First Tr Exchange Traded Fd Ii (NXTG)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (NXTG). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,503
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
19,500
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
17,711
shares
|
$1.53 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
15,885
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,123
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
14,875
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
14,481
shares
|
$1.25 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,054
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
14,026
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
12,641
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
12,402
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,425
shares
|
$986,891
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,377
shares
|
$896,365
0.06% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,965
shares
|
$860,776
0.0% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,913
shares
|
$769,904
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,707
shares
|
$752,110
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
8,671
shares
|
$749,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,586
shares
|
$741,658
0.01% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,322
shares
|
$718,854
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,228
shares
|
$710,734
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,148
shares
|
$703,824
0.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,673
shares
|
$662,793
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,570
shares
|
$653,896
0.01% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,559
shares
|
$652,946
0.06% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
7,424
shares
|
$641,285
0.36% of portfolio
|
Q3 2024
New holding
|