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 118 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
19,503
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2024
Added 0.02%
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
19,500
shares
|
$1.63 Million
0.59% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
19,107
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
Added 5.19%
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
18,531
shares
|
$1.55 Million
0.92% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
15,848
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2024
Added 0.02%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
15,740
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
14,809
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2024
Added 44.83%
|
|
Wealth Care Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
14,800
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
14,638
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2024
Added 16.84%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
14,514
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
13,506
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Added 0.71%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
13,117
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
11,659
shares
|
$974,575
0.01% of portfolio
|
Q1 2024
Reduced 27.93%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
10,463
shares
|
$874,602
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
9,519
shares
|
$795,693
0.08% of portfolio
|
Q1 2024
Added 0.18%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
9,369
shares
|
$783,154
0.01% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
8,680
shares
|
$725,561
0.0% of portfolio
|
Q1 2024
Added 1.66%
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
8,368
shares
|
$699,481
0.37% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
8,155
shares
|
$681,676
0.03% of portfolio
|
Q1 2024
Added 0.3%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
8,135
shares
|
$680,004
0.05% of portfolio
|
Q1 2024
Added 60.87%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
8,096
shares
|
$676,744
0.01% of portfolio
|
Q1 2024
Added 24.84%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
8,000
shares
|
$668,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
1776 Wealth LLC
|
May 10, 2024 Q1 2024 |
7,959
shares
|
$665,292
0.32% of portfolio
|
Q2 2023
Added 10.88%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
7,814
shares
|
$653,172
0.06% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
7,712
shares
|
$644,646
0.01% of portfolio
|
Q1 2024
Reduced 3.48%
|