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 126 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 $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
209
shares
|
$18,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$17,284
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$17,284
0.0% of portfolio
|
Q1 2021
Reduced 5.66%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
182
shares
|
$15,728
0.0% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
180
shares
|
$15,555
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
149
shares
|
$12,876
0.0% of portfolio
|
Q3 2023
Reduced 91.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
138
shares
|
$11,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
125
shares
|
$10,802
0.0% of portfolio
|
Q3 2021
Reduced 35.9%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
109
shares
|
$9,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
104
shares
|
$8,987
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
100
shares
|
$8,642
0.0% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$6,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
75
shares
|
$6,481
0.0% of portfolio
|
Q1 2023
Reduced 57.14%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
71
shares
|
$6,135
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
68
shares
|
$5,876
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
60
shares
|
$5,185
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
60
shares
|
$5,185
0.0% of portfolio
|
Q3 2024
Reduced 43.4%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
49
shares
|
$4,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
47
shares
|
$4,061
0.0% of portfolio
|
Q2 2023
Added 2.17%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
12
shares
|
$1,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
11
shares
|
$950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
11
shares
|
$950
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
9
shares
|
$777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$432
0.04% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|