FIRST TRUST INDXX NEXTG ETF (NXTG) Institutional Shareholders
FIRST TRUST INDXX NEXTG ETF (NXTG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $198.15M in NXTG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NXTG tracked by InsiderSet, reporting ownership valued at approximately $23.89M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.14M, representing an estimated gain of +30.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed NXTG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in FIRST TRUST INDXX NEXTG ETF (NXTG).
This page ranks the largest institutional NXTG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
143
Total Reported Value
$198.15M
Largest Holder
Morgan Stanley
Largest Position
$23.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 213,449 | $23,889,624 | $31,136,574 | +$7,246,950 | +30.34% | |
| Lpl Financial Llc | 0.01% | 210,199 | $23,525,806 | $30,662,485 | +$7,136,679 | +30.34% | |
| Ubs Group Ag | 0.00% | 137,590 | $15,399,210 | $20,070,749 | +$4,671,539 | +30.34% | |
| Raymond James Financial Inc | 0.00% | 91,336 | $10,222,492 | $13,323,511 | +$3,101,019 | +30.34% | |
| Kestra Advisory Services, Llc | 0.03% | 63,778 | $9,779,838 | $9,303,526 | -$476,312 | -4.87% | |
| Royal Bank Of Canada | 0.00% | 79,842 | $8,936,000 | $11,646,840 | +$2,710,840 | +30.34% | |
| Cetera Investment Advisers | 0.01% | 78,486 | $8,784,216 | $11,449,035 | +$2,664,819 | +30.34% | |
| Wells Fargo & Company/Mn | 0.00% | 61,266 | $6,856,932 | $8,937,092 | +$2,080,160 | +30.34% | |
| Bank Of America Corp | 0.00% | 58,654 | $6,564,618 | $8,556,070 | +$1,991,452 | +30.34% | |
| Private Advisor Group, Llc | 0.02% | 31,736 | $4,866,403 | $4,629,445 | -$236,958 | -4.87% | |
| Cerity Partners Llc | 0.01% | 33,486 | $3,747,763 | $4,884,723 | +$1,136,960 | +30.34% | |
| Stifel Financial Corp | 0.00% | 32,167 | $3,600,077 | $4,692,316 | +$1,092,239 | +30.34% | |
| Benjamin Edwards Inc | 0.03% | 22,649 | $3,475,226 | $3,303,891 | -$171,335 | -4.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,941 | $3,364,530 | $3,200,613 | -$163,917 | -4.87% | |
| Mariner, Llc | 0.00% | 26,371 | $2,951,455 | $3,846,833 | +$895,378 | +30.34% | |
| Independent Financial Group, Llc | 0.05% | 18,614 | $2,854,300 | $2,715,291 | -$139,009 | -4.87% | |
| Perigon Wealth Management, Llc | 0.04% | 19,503 | $2,182,805 | $2,844,973 | +$662,168 | +30.34% | |
| Susquehanna International Group, Llp | 0.00% | 18,260 | $2,043,687 | $2,663,652 | +$619,965 | +30.34% | |
| Osaic Holdings, Inc. | 0.00% | 18,036 | $2,019,952 | $2,630,976 | +$611,024 | +30.25% | |
| Wealthcare Investment Partners, Llc | 0.53% | 16,800 | $1,916,922 | $2,450,676 | +$533,754 | +27.84% | |
| Pacific Sun Financial Corp | 0.93% | 17,091 | $1,912,850 | $2,493,126 | +$580,276 | +30.34% | |
| Envestnet Asset Management Inc | 0.00% | 14,921 | $1,669,949 | $2,176,580 | +$506,631 | +30.34% | |
| Newedge Wealth, Llc | 0.02% | 14,189 | $1,588,054 | $2,069,801 | +$481,747 | +30.34% | |
| D.A. Davidson & Co. | 0.01% | 9,650 | $1,479,746 | $1,407,680 | -$72,066 | -4.87% | |
| Proactive Wealth Strategies Llc | 0.26% | 12,458 | $1,394,018 | $1,817,293 | +$423,275 | +30.36% | |
| Sigma Planning Corp | 0.04% | 11,546 | $1,292,217 | $1,684,257 | +$392,040 | +30.34% | |
| J.W. Cole Advisors, Inc. | 0.02% | 7,801 | $1,196,181 | $1,137,960 | -$58,221 | -4.87% | |
| Prospera Financial Services Inc | 0.02% | 7,695 | $1,182,655 | $1,122,497 | -$60,158 | -5.09% | |
| Forefront Wealth Partners, Llc | 0.49% | 10,557 | $1,181,626 | $1,539,988 | +$358,362 | +30.33% | |
| Jane Street Group, Llc | 0.00% | 10,366 | $1,160,178 | $1,512,126 | +$351,948 | +30.34% | |
| Sanctuary Advisors, Llc | 0.01% | 10,239 | $1,145,976 | $1,493,600 | +$347,624 | +30.33% | |
| Highpoint Advisor Group Llc | 0.05% | 9,748 | $1,090,970 | $1,421,976 | +$331,006 | +30.34% | |
| Cwm, Llc | 0.00% | 9,724 | $1,088,365 | $1,418,475 | +$330,110 | +30.33% | |
| Belpointe Asset Management Llc | 0.04% | 9,623 | $1,077,103 | $1,403,742 | +$326,639 | +30.33% | |
| Stephens Inc | 0.01% | 6,732 | $1,032,343 | $982,021 | -$50,322 | -4.87% | |
| International Assets Investment Management, Llc | 0.06% | 6,832 | $1,022,269 | $996,608 | -$25,661 | -2.51% | |
| First Trust Advisors Lp | 0.00% | 8,454 | $945,866 | $1,233,215 | +$287,349 | +30.38% | |
| Harbour Investments, Inc. | 0.01% | 7,814 | $874,568 | $1,139,856 | +$265,288 | +30.33% | |
| Ameriprise Financial Inc | 0.00% | 7,694 | $861,124 | $1,122,351 | +$261,227 | +30.34% | |
| Warner Group Llc | 0.21% | 5,430 | $832,646 | $792,094 | -$40,552 | -4.87% | |
| Baird Financial Group, Inc. | 0.00% | 7,305 | $817,586 | $1,065,607 | +$248,021 | +30.34% | |
| Stonebridge Financial Planning Group, Llc | 0.30% | 7,274 | $814,104 | $1,061,085 | +$246,981 | +30.34% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 7,200 | $805,846 | $1,050,290 | +$244,444 | +30.33% | |
| Capital Investment Advisory Services, Llc | 0.05% | 5,018 | $769,468 | $731,994 | -$37,474 | -4.87% | |
| Cornerstone Wealth Management, Llc | 0.03% | 4,917 | $753,934 | $717,260 | -$36,674 | -4.86% | |
| Mercer Global Advisors Inc | 0.00% | 6,630 | $742,118 | $967,142 | +$225,024 | +30.32% | |
| Openarc Corporate Advisory, Llc | 0.01% | 6,630 | $742,040 | $967,142 | +$225,102 | +30.34% | |
| 1776 Wealth Llc | 0.29% | 6,514 | $729,057 | $950,221 | +$221,164 | +30.34% | |
| Stelac Advisory Services Llc | 0.14% | 6,389 | $715,065 | $931,986 | +$216,921 | +30.34% | |
| Morey & Quinn Wealth Partners, Llc | 0.44% | 4,470 | $685,494 | $652,055 | -$33,439 | -4.88% |
Frequently asked questions about NXTG
Who owns the most NXTG stock?
The largest holders of NXTG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST INDXX NEXTG ETF (NXTG).
Is NXTG widely held by superinvestors?
Many widely followed stocks like NXTG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NXTG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.