Who owns First Trust Indxx NextG ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NXTG from SEC Form 13F filings across 147 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 147 institutions disclosed 1.8M shares of First Trust Indxx NextG ETF worth $278.6M — about 60.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
147
13F holders
$278.6M
value, 2026 filers
60.8%
of shares outstanding (1.8M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NXTG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 222,381 | $34.1M | 0.0% | 7.4% | +5.8% |
| 2 | MORGAN STANLEY | 217,390 | $33.3M | 0.0% | 7.3% | +1.8% |
| 3 | UBS Group AG | 132,516 | $20.3M | 0.0% | 4.4% | -3.7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 125,753 | $19.3M | 0.0% | 4.2% | +37.7% |
| 5 | Cetera Investment Advisers | 77,652 | $11.9M | 0.0% | 2.6% | -1.1% |
| 6 | ROYAL BANK OF CANADA | 72,807 | $11.2M | 0.0% | 2.4% | -8.8% |
| 7 | WELLS FARGO & COMPANY/MN | 68,305 | $10.5M | 0.0% | 2.3% | +11.5% |
| 8 | Kestra Advisory Services, LLC | 63,778 | $9.8M | 0.0% | 2.1% | -1.4% |
| 9 | Janney Montgomery Scott LLC | 62,397 | $9.6M | 0.0% | 2.1% | -6.5% |
| 10 | BANK OF AMERICA CORP /DE/ | 56,631 | $8.7M | 0.0% | 1.9% | -3.4% |
| 11 | STIFEL FINANCIAL CORP | 31,849 | $4.9M | 0.0% | 1.1% | -1.0% |
| 12 | Private Advisor Group, LLC | 31,736 | $4.9M | 0.0% | 1.1% | +50.4% |
| 13 | FLOW TRADERS U.S. LLCNEW | 29,336 | $4.5M | 0.2% | 1% | new |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,175 | $4.3M | 0.0% | 0.9% | +54.3% |
| 15 | BENJAMIN EDWARDS INC | 22,649 | $3.5M | 0.0% | 0.8% | -11.8% |
| 16 | OSAIC HOLDINGS, INC. | 22,506 | $3.5M | 0.0% | 0.8% | +24.8% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 21,941 | $3.4M | 0.0% | 0.7% | -4.6% |
| 18 | Sigma Planning Corp | 20,968 | $3.2M | 0.1% | 0.7% | +81.6% |
| 19 | NewEdge Advisors, LLC | 19,731 | $3.0M | 0.0% | 0.7% | +0.1% |
| 20 | First PREMIER Bank | 19,541 | $3.0M | 0.5% | 0.7% | 0.0% |
| 21 | Perigon Wealth Management, LLC | 19,503 | $3.0M | 0.0% | 0.7% | 0.0% |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | 18,614 | $2.9M | 0.1% | 0.6% | -3.2% |
| 23 | Cambridge Investment Research Advisors, Inc. | 17,758 | $2.7M | 0.0% | 0.6% | +1.4% |
| 24 | WealthCare Investment Partners, LLC | 16,606 | $2.5M | 0.6% | 0.6% | -1.2% |
| 25 | Pacific Sun Financial Corp | 16,246 | $2.5M | 1.0% | 0.5% | -4.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.