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Disclosery

NXTG FIRST TR EXCHANGE-TRADED FD

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INDXX NEXTG ETF (fund)

115 managers (117 13F filers) reported a position in NXTG shares at 2025-06-30, 1,867,962 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
115
13F filers
117
New
11
Added
28
Reduced
54
Sold out
7
Shares held by filers
1,867,962

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC221,242$21.5M0.01%+3,54813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY206,657$20.1M<0.01%-4,54213F-HRTimelineGroup
UBS Group AGin group UBS Group AG187,316$18.2M<0.01%-20,67113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.100,056$9.73M0.05%-2,15413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,090$8.18M<0.01%+19813F-HRTimelineGroup
Janney Montgomery Scott LLC77,071$7.5M0.02%+5,38813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,111$7.11M<0.01%+8,09513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding64,158$6.24M+3,568Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,645$5.51M<0.01%+2,75113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,093$4.87M<0.01%-16,09913F-HRTimelineGroup
FLOW TRADERS U.S. LLC38,567$3.75M0.14%+30,10513F-HRTimeline
Mariner, LLCin group Mariner, LLC38,430$3.74M0.01%-81513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,192$3.72M0.05%-5,37413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,016$3.11M<0.01%-87113F-HRTimelineGroup
Cetera Investment Advisers27,982$2.72M<0.01%-26513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,300$2.56M<0.01%-80313F-HRTimeline
First PREMIER Bank24,679$2.4M0.58%-14113F-HRTimeline
Private Advisor Group, LLC20,705$2.01M0.01%-77113F-HRTimeline
NewEdge Advisors, LLC20,250$1.97M0.01%-8313F-HRTimeline
Perigon Wealth Management, LLC19,503$1.9M0.04%013F-HRTimeline
Atria Investments, Inc18,021$1.75M0.02%-78713F-HRTimeline
Cambridge Investment Research Advisors,…17,620$1.71M0.01%-75613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,557$1.71M<0.01%-1,59013F-HR/ATimelineGroup
Sigma Planning Corp17,400$1.69M0.05%+9513F-HRTimeline
Pacific Sun Financial Corp17,331$1.69M0.88%-10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,023$1.66M0.05%013F-HRTimeline
WealthCare Investment Partners, LLC15,991$1.57M0.56%+54613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,540$1.51M<0.01%-4,64913F-HRTimelineGroup
NewEdge Wealth, LLC14,305$1.4M0.02%-11813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,234$1.29M<0.01%+94413F-HRTimelineGroup
GTS SECURITIES LLC12,501$1.22M0.05%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,760$1.14M<0.01%-92313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,241$1.09M<0.01%new13F-HR/ATimelineGroup
Forefront Wealth Partners, LLC12,023$1.06M0.73%+3,87213F-HRTimeline
Prospera Financial Services Inc10,415$1.02M0.02%+3,85113F-HRTimeline
D.A. DAVIDSON & CO.10,096$982K0.01%-6213F-HRTimeline
CWM, LLCin group CWM, LLC10,030$976K<0.01%-12213F-HRTimelineGroup
Belpointe Asset Management LLC9,821$956K0.04%+213F-HRTimeline
Sanctuary Advisors, LLC9,361$911K0.01%+1,12313F-HRTimeline
Flaharty Asset Management, LLC9,117$887K0.12%-73313F-HR/ATimeline
J.W. COLE ADVISORS, INC.8,302$808K0.02%+9813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,179$796K<0.01%+3613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,697$749K0.02%-15513F-HRTimeline
Stonebridge Financial Planning Group, L…7,500$730K0.3%-50313F-HRTimeline
1776 Wealth LLC6,770$659K0.27%-5813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …6,644$646K0.01%-81313F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,634$645K0.01%+513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,550$637K0.01%-31413F-HRTimelineGroup
Proactive Wealth Strategies LLC6,438$626K0.3%-1,53713F-HRTimeline
Moors & Cabot, Inc.5,983$582K0.03%-9913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,822$566K0.05%-49913F-HRTimeline
Cornerstone Wealth Management, LLC5,821$566K0.03%+6713F-HRTimeline
AE Wealth Management LLC5,820$566K<0.01%-1,81113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,319$518K-241Timeline
Steward Partners Investment Advisory, L…5,222$508K<0.01%-33613F-HRTimeline
Capital Investment Advisory Services, L…5,108$497K0.04%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,043$491K<0.01%+30113F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,549$443K0.35%-25413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,505$438K<0.01%-5,05313F-HRTimelineGroup
Aptus Capital Advisors, LLC4,230$412K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,230$412K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,202$409K<0.01%-1,57613F-HRTimelineGroup
Marks Group Wealth Management, Inc4,000$389K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.3,862$375K0.03%-6113F-HRTimeline
Arkadios Wealth Advisors3,685$359K0.01%-37313F-HRTimeline
CoreCap Advisors, LLC3,317$323K0.01%-26513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,285$320K<0.01%-15313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.3,250$316K<0.01%-1,43013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
RIVERCHASE WEALTH MANAGEMENT, LLC3,227$314K0.2%013F-HRTimeline
Stelac Advisory Services LLC3,207$312K0.12%-96413F-HRTimeline
Ashton Thomas Private Wealth, LLC2,835$276K0.01%-43513F-HRTimeline
Atria Wealth Solutions, Inc.2,678$261K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,414$235K0.01%new13F-HRTimelineGroup
Kraft, Davis & Associates, LLC2,159$209K0.06%new13F-HRTimeline
Prepared Retirement Institute LLC2,140$208K0.12%new13F-HRTimeline
&PARTNERS2,107$205K<0.01%new13F-HRTimeline
MONECO ADVISORS, LLC2,100$204K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,970$192K<0.01%+213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,780$173K0.01%+513F-HRTimelineGroup
SIGNATUREFD, LLC1,241$121K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,220$119K<0.01%+21713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,170$114K<0.01%+16913F-HRTimelineGroup
COMERICA BANK1,103$107K<0.01%-24413F-HRTimeline
IFP Advisors, Inc979$95.3K<0.01%-33513F-HRTimeline
Geneos Wealth Management Inc.651$63.3K<0.01%-21713F-HRTimeline
Global Retirement Partners, LLC540$52.5K<0.01%13F-HRTimeline
Arax Advisory Partners480$46.7K<0.01%-9113F-HRTimeline
BFSG, LLC457$44.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co410$39.9K<0.01%013F-HRTimeline
Rossby Financial, LCC400$38.9K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV296$28.8K<0.01%-2413F-HRTimeline
GAMMA Investing LLC285$27.7K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.265$25.8K<0.01%013F-HRTimeline
New England Capital Financial Advisors …260$25.3K0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC218$21.2K<0.01%013F-HRTimeline
Larson Financial Group LLC217$21.1K<0.01%-10613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT182$17.7K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC181$17.6K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…178$17.3K<0.01%-29013F-HRTimelineGroup
Sunbelt Securities, Inc.183$15.6K<0.01%+2813F-HRTimeline
Qube Research & Technologies Ltd149$14.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC138$13.4K<0.01%013F-HRTimeline
Allworth Financial LP97$9.4K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC95$9.27K<0.01%-113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95$9.24K<0.01%-913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC93$9K<0.01%-14313F-HRTimelineGroup
Richard W. Paul & Associates, LLC75$7.3K<0.01%+213F-HRTimeline
Bank & Trust Co67$6.52K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$5.93K<0.01%-1713F-HRTimelineGroup
Asset Dedication, LLC60$5.84K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$5.84K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…12$1.17K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.10$973<0.01%+613F-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.