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 124 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 $190 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
19,500
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,147
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
18,808
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Added 12.39%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,376
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
17,431
shares
|
$1.59 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
17,305
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Added 23.05%
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
15,445
shares
|
$1.41 Million
0.56% of portfolio
|
Q1 2025
Added 7.66%
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
15,427
shares
|
$1.4 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
15,427
shares
|
$1.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 38.96%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,423
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
12,683
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,290
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,158
shares
|
$924,479
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,152
shares
|
$923,933
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
9,850
shares
|
$896,448
0.13% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
9,819
shares
|
$893,627
0.05% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,558
shares
|
$869,873
0.0% of portfolio
|
Q1 2025
Added 12.3%
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,462
shares
|
$770,126
0.03% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,262
shares
|
$751,924
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,204
shares
|
$746,646
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
8,151
shares
|
$741,822
0.47% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,143
shares
|
$741,094
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,003
shares
|
$728,353
0.32% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
7,975
shares
|
$725,804
0.36% of portfolio
|
Q1 2025
Added 6.57%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,852
shares
|
$714,610
0.02% of portfolio
|
Q1 2025
Reduced 7.15%
|