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 2.23 Million shares, which have been reported (via 13F filing form) to have a value of $197 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,301
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,503
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
19,500
shares
|
$1.75 Million
0.59% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,157
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
17,741
shares
|
$1.59 Million
0.88% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
16,735
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
14,346
shares
|
$1.29 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
14,063
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
13,850
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
13,613
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,099
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
12,261
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
11,148
shares
|
$999,864
0.15% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
11,143
shares
|
$999,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,408
shares
|
$933,493
0.01% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,376
shares
|
$930,623
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,151
shares
|
$910,443
0.0% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,511
shares
|
$763,351
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,457
shares
|
$758,508
0.02% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,304
shares
|
$744,785
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,300
shares
|
$744,427
0.03% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,262
shares
|
$741,018
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,148
shares
|
$730,794
0.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,067
shares
|
$723,529
0.01% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,915
shares
|
$709,896
0.06% of portfolio
|
Q4 2024
Added 4.71%
|