NXTG Institutional Ownership & Shareholders
FIRST TRUST INDXX NEXTG ETF (NXTG) is currently held by 145 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $271.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of NXTG tracked by InsiderSet, reporting ownership valued at approximately $34.10M in its June 30, 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 $32.27M, representing an estimated loss of -5.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed NXTG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, 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
145
Total Reported Value
$271.97M
Largest Holder
Lpl Financial Llc
Largest Position
$34.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 222,381 | $34,100,185 | $32,271,953 | -$1,828,232 | -5.36% | |
| Morgan Stanley | 0.00% | 217,390 | $33,334,975 | $31,547,659 | -$1,787,316 | -5.36% | |
| Ubs Group Ag | 0.00% | 132,516 | $20,320,268 | $19,230,735 | -$1,089,533 | -5.36% | |
| Raymond James Financial Inc | 0.01% | 125,753 | $19,283,166 | $18,249,288 | -$1,033,878 | -5.36% | |
| Cetera Investment Advisers | 0.01% | 77,652 | $11,907,201 | $11,268,866 | -$638,335 | -5.36% | |
| Royal Bank Of Canada | 0.00% | 72,807 | $11,165,000 | $10,565,759 | -$599,241 | -5.37% | |
| Wells Fargo & Company/Mn | 0.00% | 68,305 | $10,473,900 | $9,912,428 | -$561,472 | -5.36% | |
| Kestra Advisory Services, Llc | 0.03% | 64,142 | $9,874,592 | $9,308,293 | -$566,299 | -5.73% | |
| Janney Montgomery Scott Llc | 0.02% | 62,397 | $9,568,000 | $9,055,059 | -$512,941 | -5.36% | |
| Bank Of America Corp | 0.00% | 56,631 | $8,683,944 | $8,218,296 | -$465,648 | -5.36% | |
| Stifel Financial Corp | 0.00% | 31,849 | $4,883,799 | $4,621,930 | -$261,869 | -5.36% | |
| Private Advisor Group, Llc | 0.02% | 31,736 | $4,866,403 | $4,605,531 | -$260,872 | -5.36% | |
| Flow Traders U.S. Llc | 0.18% | 29,336 | $4,498,000 | $4,257,243 | -$240,757 | -5.35% | |
| Susquehanna International Group, Llp | 0.00% | 28,175 | $4,320,399 | $4,088,759 | -$231,640 | -5.36% | |
| Benjamin Edwards Inc | 0.03% | 22,649 | $3,475,226 | $3,286,825 | -$188,401 | -5.42% | |
| Osaic Holdings, Inc. | 0.00% | 22,506 | $3,452,986 | $3,266,073 | -$186,913 | -5.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,451 | $3,148,396 | $2,967,851 | -$180,545 | -5.73% | |
| Sigma Planning Corp | 0.08% | 20,147 | $3,101,618 | $2,923,735 | -$177,883 | -5.74% | |
| Newedge Advisors, Llc | 0.01% | 19,731 | $3,025,516 | $2,863,365 | -$162,151 | -5.36% | |
| Perigon Wealth Management, Llc | 0.05% | 19,503 | $3,002,456 | $2,830,277 | -$172,179 | -5.73% | |
| Independent Financial Group, Llc | 0.05% | 18,451 | $2,840,502 | $2,677,611 | -$162,891 | -5.73% | |
| Wealthcare Investment Partners, Llc | 0.62% | 16,606 | $2,546,276 | $2,409,864 | -$136,412 | -5.36% | |
| Pacific Sun Financial Corp | 1.03% | 16,246 | $2,491,188 | $2,357,621 | -$133,567 | -5.36% | |
| Cerity Partners Llc | 0.00% | 14,535 | $2,228,785 | $2,109,321 | -$119,464 | -5.36% | |
| Newedge Wealth, Llc | 0.02% | 14,189 | $2,175,764 | $2,059,109 | -$116,655 | -5.36% | |
| Envestnet Asset Management Inc | 0.00% | 13,304 | $2,040,042 | $1,930,678 | -$109,364 | -5.36% | |
| Proactive Wealth Strategies Llc | 0.32% | 12,895 | $1,977,224 | $1,871,324 | -$105,900 | -5.36% | |
| Sanctuary Advisors, Llc | 0.01% | 10,745 | $1,647,694 | $1,559,315 | -$88,379 | -5.36% | |
| Highpoint Advisor Group Llc | 0.05% | 9,701 | $1,487,555 | $1,407,810 | -$79,745 | -5.36% | |
| Belpointe Asset Management Llc | 0.05% | 9,553 | $1,465,003 | $1,386,332 | -$78,671 | -5.37% | |
| D.A. Davidson & Co. | 0.01% | 9,400 | $1,447,115 | $1,364,129 | -$82,986 | -5.73% | |
| Modern Wealth Management, Llc | 0.02% | 8,823 | $1,352,933 | $1,280,395 | -$72,538 | -5.36% | |
| First Trust Advisors Lp | 0.00% | 8,468 | $1,297,342 | $1,228,877 | -$68,465 | -5.28% | |
| J.W. Cole Advisors, Inc. | 0.02% | 7,801 | $1,196,181 | $1,132,082 | -$64,099 | -5.36% | |
| Prospera Financial Services Inc | 0.02% | 7,695 | $1,182,655 | $1,116,699 | -$65,956 | -5.58% | |
| Harbour Investments, Inc. | 0.02% | 7,644 | $1,172,199 | $1,109,298 | -$62,901 | -5.37% | |
| Forefront Wealth Partners, Llc | 0.35% | 7,465 | $1,144,761 | $1,083,322 | -$61,439 | -5.37% | |
| Stonebridge Financial Planning Group, Llc | 0.36% | 7,275 | $1,115,590 | $1,055,749 | -$59,841 | -5.36% | |
| Private Advisory Group Llc | 0.06% | 7,183 | $1,101,453 | $1,042,398 | -$59,055 | -5.36% | |
| Cwm, Llc | 0.00% | 9,724 | $1,088,365 | $1,411,148 | +$322,783 | +29.66% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 7,078 | $1,085,399 | $1,027,160 | -$58,239 | -5.37% | |
| Openarc Corporate Advisory, Llc | 0.01% | 6,713 | $1,033,460 | $974,191 | -$59,269 | -5.73% | |
| Stephens Inc | 0.01% | 6,732 | $1,032,343 | $976,949 | -$55,394 | -5.37% | |
| International Assets Investment Management, Llc | 0.06% | 6,517 | $1,007,289 | $945,748 | -$61,541 | -6.11% | |
| 1776 Wealth Llc | 0.35% | 6,514 | $998,867 | $945,312 | -$53,555 | -5.36% | |
| Stelac Advisory Services Llc | 0.18% | 6,389 | $979,698 | $927,172 | -$52,526 | -5.36% | |
| Baird Financial Group, Inc. | 0.00% | 5,953 | $912,843 | $863,900 | -$48,943 | -5.36% | |
| Warner Group Llc | 0.21% | 5,430 | $832,646 | $788,002 | -$44,644 | -5.36% | |
| Ameritas Advisory Services, Llc | 0.02% | 5,234 | $802,601 | $759,559 | -$43,042 | -5.36% | |
| Advyzon Investment Management, Llc | 0.06% | 5,052 | $774,682 | $733,147 | -$41,535 | -5.36% |
Frequently asked questions about NXTG
Who are the largest institutional holders of NXTG?
The largest institutional holders of NXTG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Ubs Group Ag, Raymond James Financial Inc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported NXTG position.
What is NXTG institutional ownership?
This page tracks NXTG positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST INDXX NEXTG ETF (NXTG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NXTG?
InsiderSet currently tracks 145 institutional managers reporting NXTG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NXTG shareholders.
How much NXTG stock do institutions own?
Institutional investment managers disclosed approximately $271.97M in NXTG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NXTG institutional ownership last updated?
The latest NXTG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NXTG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NXTG position after the reporting date.
Are institutions buying or selling NXTG?
Institutional buying and selling can be analyzed by comparing NXTG positions across consecutive 13F reporting periods. InsiderSet's NXTG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NXTG ownership changes.
How has NXTG institutional ownership changed over time?
InsiderSet tracks NXTG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.