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 119 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
19,812
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 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%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
17,780
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
17,751
shares
|
$1.53 Million
0.92% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
16,138
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2024
Added 1.83%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
15,560
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
14,657
shares
|
$1.26 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
14,514
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
14,083
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
13,783
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
13,506
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Added 0.71%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
11,970
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
10,728
shares
|
$922,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
10,464
shares
|
$899,694
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
10,115
shares
|
$869,687
0.01% of portfolio
|
Q2 2024
Reduced 13.24%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
10,056
shares
|
$864,614
0.06% of portfolio
|
Q2 2024
Added 23.61%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
9,369
shares
|
$805,546
0.01% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
8,817
shares
|
$758,085
0.03% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
8,676
shares
|
$745,962
0.0% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
8,522
shares
|
$732,721
0.07% of portfolio
|
Q2 2024
Reduced 10.47%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
8,144
shares
|
$700,221
0.35% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
8,142
shares
|
$700,049
0.03% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
7,814
shares
|
$671,847
0.06% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
7,754
shares
|
$666,688
0.3% of portfolio
|
Q2 2024
Reduced 2.58%
|