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Disclosery

NXTG FIRST TR EXCHANGE-TRADED FD

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INDXX NEXTG ETF (fund)

118 managers (120 13F filers) reported a position in NXTG shares at 2025-09-30, 1,890,090 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
118
13F filers
120
New
7
Added
32
Reduced
46
Sold out
3
Shares held by filers
1,890,090

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC224,070$23.2M0.01%+2,82813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY208,153$21.6M<0.01%+1,49613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG178,459$18.5M<0.01%-8,85713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,229$13.5M<0.01%+46,13913F-HRTimelineGroup
Cetera Investment Advisers95,435$9.89M0.01%+67,45313F-HRTimeline
Janney Montgomery Scott LLC73,173$7.58M0.02%-3,89813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding64,542$6.69M+384Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,038$6.53M<0.01%+6,39313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,133$6.44M<0.01%-10,97813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,801$5.78M<0.01%+5,70813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,995$4.56M0.01%+28,45513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC37,975$3.93M0.01%-45513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,823$3.61M0.04%-3,36913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,888$3.3M<0.01%-12813F-HRTimelineGroup
FLOW TRADERS U.S. LLC30,397$3.15M0.13%-8,17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,983$2.59M<0.01%-1,31713F-HRTimeline
First PREMIER Bank24,679$2.56M0.58%013F-HRTimeline
Private Advisor Group, LLC20,852$2.16M0.01%+14713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,853$2.06M<0.01%+6,61913F-HRTimelineGroup
NewEdge Advisors, LLC19,767$2.05M0.01%-48313F-HRTimeline
Perigon Wealth Management, LLC19,503$2.02M0.04%013F-HRTimeline
Atria Investments, Inc17,785$1.84M0.02%-23613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,669$1.83M0.04%+64613F-HRTimeline
Cambridge Investment Research Advisors,…17,357$1.8M<0.01%-26313F-HRTimeline
Pacific Sun Financial Corp17,171$1.78M0.86%-16013F-HRTimeline
WealthCare Investment Partners, LLC16,862$1.76M0.57%+87113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,066$1.63M<0.01%-1,49113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,561$1.61M<0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC14,276$1.54M0.02%-2913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,298$1.27M<0.01%+53813F-HRTimelineGroup
Forefront Wealth Partners, LLC11,232$1.16M0.29%-79113F-HRTimeline
Sigma Planning Corp11,038$1.14M0.03%-6,36213F-HRTimeline
Prospera Financial Services Inc10,425$1.08M0.02%+1013F-HRTimeline
D.A. DAVIDSON & CO.10,096$1.05M0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,960$1.03M0.01%+59913F-HR/ATimeline
CWM, LLCin group CWM, LLC9,791$1.01M<0.01%-23913F-HRTimelineGroup
Belpointe Asset Management LLC9,742$1.01M0.04%-7913F-HRTimeline
Flaharty Asset Management, LLC8,859$918K0.12%-25813F-HRTimeline
J.W. COLE ADVISORS, INC.7,952$824K0.02%-35013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,842$812K<0.01%-33713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,518$779K0.02%-17913F-HRTimeline
Stonebridge Financial Planning Group, L…7,501$777K0.29%+113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,827$707K0.01%+27713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,638$688K0.01%+413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,625$686K<0.01%+2,12013F-HRTimelineGroup
1776 Wealth LLC6,574$681K0.26%-19613F-HRTimeline
Proactive Wealth Strategies LLC6,469$670K0.29%+3113F-HRTimeline
Moors & Cabot, Inc.5,784$599K0.03%-19913F-HRTimeline
AE Wealth Management LLC5,569$577K<0.01%-25113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,689$574K0.01%-95513F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,513$571K0.03%-30813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,822$566K0.05%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,300$549K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding5,142$533K-177Timeline
Capital Investment Advisory Services, L…5,018$520K0.04%-9013F-HRTimeline
Steward Partners Investment Advisory, L…4,859$503K<0.01%-36313F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,549$471K0.35%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,460$462K<0.01%-58313F-HRTimelineGroup
Aptus Capital Advisors, LLC4,230$438K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,230$438K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,061$421K<0.01%-14113F-HRTimelineGroup
Marks Group Wealth Management, Inc4,000$414K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.3,937$408K0.03%+7513F-HRTimeline
GTS SECURITIES LLC3,793$393K0.02%-8,70813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC3,227$334K0.19%013F-HRTimeline
Stelac Advisory Services LLC3,207$332K0.11%013F-HRTimeline
Arkadios Wealth Advisors3,191$331K0.01%-49413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,080$319K<0.01%-20513F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.2,940$305K<0.01%-31013F-HRTimelineGroup
Warner Group LLC2,935$304K0.21%13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,866$297K0.01%+3113F-HRTimeline
CoreCap Advisors, LLC2,600$269K0.01%-71713F-HRTimeline
MGO ONE SEVEN LLC2,529$262K0.01%new13F-HRTimeline
&PARTNERS2,273$235K<0.01%+16613F-HRTimeline
Kraft, Davis & Associates, LLC2,159$230K0.06%013F-HRTimeline
Prepared Retirement Institute LLC2,145$222K0.12%+513F-HRTimeline
MONECO ADVISORS, LLC2,100$218K0.02%013F-HRTimeline
Prasad Wealth Partners, LLC1,994$207K0.06%new13F-HRTimeline
Snowden Capital Advisors LLC1,957$203K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,931$200K<0.01%-3913F-HRTimelineGroup
SIGNATUREFD, LLC1,241$129K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,207$125K<0.01%-1313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,170$121K<0.01%013F-HR/ATimelineGroup
COMERICA BANK1,103$114K<0.01%013F-HRTimeline
IFP Advisors, Inc981$102K<0.01%+213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…879$91.1K<0.01%-10,36213F-HRTimelineGroup
Geneos Wealth Management Inc.651$67.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC541$56K<0.01%+113F-HRTimeline
BFSG, LLC457$47.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management441$45.7K<0.01%-1,33913F-HRTimelineGroup
CENTRAL TRUST Co410$42.5K<0.01%013F-HRTimeline
Rossby Financial, LCC400$41.8K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV319$33K<0.01%+2313F-HRTimeline
GAMMA Investing LLC285$29.5K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.265$27.4K<0.01%013F-HRTimeline
New England Capital Financial Advisors …261$27K0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…248$25.7K<0.01%+23613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC220$22.8K<0.01%+213F-HRTimeline
Larson Financial Group LLC198$20.5K<0.01%-1913F-HRTimeline
Advisory Services Network, LLC185$19.2K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT183$18.9K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…178$18.4K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.171$17.7K<0.01%-1213F-HRTimeline
Qube Research & Technologies Ltd149$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC138$14.3K<0.01%013F-HRTimeline
Imprint Wealth LLC100$10.4K0.03%13F-HRTimeline
Allworth Financial LP97$10.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC93$10K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95$9.84K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC87$9.01K<0.01%+2613F-HRTimelineGroup
Darwin Wealth Management, LLC70$7.33K<0.01%-2513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\70$7.25K<0.01%new13F-HRTimelineGroup
Bank & Trust Co67$6.94K0.01%013F-HRTimeline
Asset Dedication, LLC60$6.22K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$6.21K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC36$3.73K<0.01%-3913F-HRTimeline
SBI Securities Co., Ltd.2$207<0.01%-813F-HRTimeline
Sound Income Strategies, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.