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Disclosery

NXTG FIRST TR EXCHANGE-TRADED FD

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INDXX NEXTG ETF (fund)

111 managers (112 13F filers) reported a position in NXTG shares at 2025-03-31, 1,866,786 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
111
13F filers
112
New
4
Added
25
Reduced
50
Sold out
8
Shares held by filers
1,866,786

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC217,694$18.5M0.01%-5,43213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY211,199$17.9M<0.01%-27,90313F-HRTimelineGroup
UBS Group AGin group UBS Group AG207,987$17.6M<0.01%+3,66513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.102,210$8.67M0.05%-2,09913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,892$7.12M<0.01%+1,03813F-HRTimelineGroup
Janney Montgomery Scott LLC71,683$6.08M0.02%-3,86713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66,192$5.62M<0.01%-5,21313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,016$5.52M<0.01%+71713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding60,590$5.14M-2,658Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,894$4.57M<0.01%-26,03113F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,566$3.7M0.05%-5,82213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC39,245$3.33M0.01%+1,40613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,887$2.79M<0.01%-41413F-HRTimelineGroup
Cetera Investment Advisers28,247$2.4M<0.01%+12913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,103$2.3M<0.01%-30413F-HRTimeline
First PREMIER Bank24,820$2.11M0.53%013F-HRTimeline
Private Advisor Group, LLC21,476$1.82M0.01%-20,45413F-HRTimeline
NewEdge Advisors, LLC20,333$1.73M0.01%-97613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,189$1.71M<0.01%-23,71813F-HRTimelineGroup
Perigon Wealth Management, LLC19,503$1.66M0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,147$1.63M<0.01%-4813F-HRTimelineGroup
Atria Investments, Inc18,808$1.6M0.02%+2,07313F-HRTimeline
Cambridge Investment Research Advisors,…18,376$1.56M0.01%-78113F-HRTimeline
Pacific Sun Financial Corp17,431$1.48M0.84%-31013F-HRTimeline
Sigma Planning Corp17,305$1.47M0.05%+3,24213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,023$1.44M0.05%+13913F-HRTimeline
Concentrum Wealth Management15,427$1.31M0.49%-9,84513F-HRTimeline
WealthCare Investment Partners, LLC15,445$1.26M0.53%+1,09913F-HRTimeline
NewEdge Wealth, LLC14,423$1.22M0.02%+57313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,683$1.08M<0.01%-93013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,290$1.04M<0.01%-80913F-HRTimelineGroup
D.A. DAVIDSON & CO.10,158$862K0.01%-25013F-HRTimeline
CWM, LLCin group CWM, LLC10,152$861K<0.01%+113F-HRTimelineGroup
Flaharty Asset Management, LLC9,850$836K0.12%-1,29813F-HRTimeline
Belpointe Asset Management LLC9,819$833K0.04%-55713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,558$811K<0.01%+1,04713F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC8,462$718K0.03%-34,76813F-HRTimeline
Sanctuary Advisors, LLC8,238$699K<0.01%-2413F-HRTimeline
J.W. COLE ADVISORS, INC.8,204$696K0.02%-9613F-HRTimeline
Forefront Wealth Partners, LLC8,151$692K0.47%-69513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,143$691K<0.01%-16113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…8,003$679K0.31%-14913F-HRTimeline
Proactive Wealth Strategies LLC7,975$677K0.36%+49213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,852$666K0.02%-60513F-HRTimeline
AE Wealth Management LLC7,631$648K0.01%-43613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7,457$633K0.01%-4,80413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,864$583K0.01%-48013F-HRTimelineGroup
1776 Wealth LLC6,828$579K0.27%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,629$562K0.01%-10913F-HRTimelineGroup
Prospera Financial Services Inc6,564$558K0.01%-25013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,321$536K0.05%-1,09813F-HRTimeline
Moors & Cabot, Inc.6,082$516K0.03%-16113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,778$490K<0.01%+61613F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,754$488K0.03%-1913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,560$474K0Timeline
Steward Partners Investment Advisory, L…5,558$472K<0.01%-61013F-HRTimeline
Capital Investment Advisory Services, L…5,108$433K0.04%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,803$408K0.34%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,742$402K<0.01%+113F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.4,680$397K<0.01%+1013F-HRTimelineGroup
Aptus Capital Advisors, LLC4,230$359K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,230$359K0.03%013F-HRTimeline
Stelac Advisory Services LLC4,171$354K0.15%+1,62013F-HRTimeline
Arkadios Wealth Advisors4,058$344K0.01%-1,18613F-HRTimeline
Marks Group Wealth Management, Inc4,000$339K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.3,923$332K0.03%+3,91813F-HRTimeline
CoreCap Advisors, LLC3,582$304K0.01%-57013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,438$292K<0.01%-36213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,270$278K0.01%-31813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC3,227$274K0.19%013F-HRTimeline
Atria Wealth Solutions, Inc.2,678$227K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,441$207K0.02%-17513F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,968$167K<0.01%-13113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,775$151K<0.01%013F-HRTimelineGroup
COMERICA BANK1,347$114K<0.01%+24413F-HRTimeline
IFP Advisors, Inc1,314$112K<0.01%-11813F-HRTimeline
SIGNATUREFD, LLC1,241$105K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,003$85.1K<0.01%+113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,001$85K<0.01%-2513F-HRTimelineGroup
Geneos Wealth Management Inc.868$73.7K<0.01%+65113F-HRTimeline
Arax Advisory Partners571$48.5K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.505$42.9K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…468$39.7K<0.01%+17813F-HRTimelineGroup
BFSG, LLC457$38.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co410$34.8K<0.01%013F-HRTimeline
Larson Financial Group LLC323$27.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV320$27.2K<0.01%-7,59513F-HRTimeline
GAMMA Investing LLC285$24.2K<0.01%new13F-HR/ATimeline
ARVEST INVESTMENTS, INC.265$22.5K<0.01%013F-HRTimeline
New England Capital Financial Advisors …258$21.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC236$20K<0.01%new13F-HRTimelineGroup
Dogwood Wealth Management LLC235$19.9K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC218$18.5K<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC200$17K<0.01%013F-HRTimeline
Beacon Capital Management, LLC180$15.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.155$13.2K<0.01%-2713F-HRTimeline
Qube Research & Technologies Ltd149$12.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC138$11.7K<0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC104$8.87K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC96$8.19K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC78$6.62K<0.01%+2913F-HRTimelineGroup
PSI Advisors, LLC75$6.37K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC73$6.2K<0.01%-2713F-HRTimeline
Bank & Trust Co67$5.69K<0.01%-413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$5.09K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC60$5.09K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…12$1.02K<0.01%013F-HRTimelineGroup
Investors Research Corp11$933<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$339<0.01%new13F-HRTimeline
Sound Income Strategies, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.