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 |
---|---|---|---|---|---|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
2,585
shares
|
$216,080
0.05% of portfolio
|
Q1 2024
New holding
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,551
shares
|
$213,238
0.1% of portfolio
|
Q4 2022
Reduced 3.88%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
2,539
shares
|
$212,235
0.02% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,139
shares
|
$178,799
0.0% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
1,705
shares
|
$142,520
0.03% of portfolio
|
Q4 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,525
shares
|
$127,474
0.0% of portfolio
|
Q1 2024
Added 9.71%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,470
shares
|
$122,877
0.01% of portfolio
|
Q4 2023
Added 1.94%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,374
shares
|
$114,852
0.0% of portfolio
|
Q1 2024
Reduced 13.26%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 08, 2024 Q1 2024 |
1,350
shares
|
$112,846
0.0% of portfolio
|
Q1 2021
Reduced 76.92%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
1,241
shares
|
$103,735
0.0% of portfolio
|
Q3 2022
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
1,103
shares
|
$92,199
0.0% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
730
shares
|
$61,020
0.0% of portfolio
|
Q1 2024
Added 9.12%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
457
shares
|
$38,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
410
shares
|
$34,271
0.0% of portfolio
|
Q1 2021
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
369
shares
|
$30,844
0.01% of portfolio
|
Q4 2021
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
344
shares
|
$28,754
0.0% of portfolio
|
Q1 2024
Added 0.29%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
313
shares
|
$26,163
0.01% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
272
shares
|
$22,736
0.0% of portfolio
|
Q4 2023
Reduced 18.07%
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 19, 2024 Q1 2024 |
265
shares
|
$22,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
263
shares
|
$21,984
0.0% of portfolio
|
Q1 2020
Reduced 61.98%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
254
shares
|
$21,231
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
200
shares
|
$16,718
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$16,718
0.0% of portfolio
|
Q1 2021
Reduced 5.66%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
179
shares
|
$14,962
0.0% of portfolio
|
Q1 2022
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
173
shares
|
$14,461
0.01% of portfolio
|
Q1 2024
Reduced 38.65%
|