First Trust Indxx NextG ETF (NXTG)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders133of 5,944

Avg: 68

Uncrowded89th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.98x

67th percentile

53 buying54 selling

+20

New

-5

Closed

-47,630

Net shares

Ownership Concentration

Top 5: 41.7%Top 10: 60.5%

MORGAN STANLEY12.2%

LPL Financial12.0%

UBS Group AG7.8%

RAYMOND JAMES FINANCIAL5.2%

ROYAL BANK OF CANADA4.5%

Others (128)58.3%

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Crowding AnalysisCrowded

Holders133of 5,944

Avg: 68

Uncrowded89th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.98x

67th percentile

53 buying54 selling

+20

New

-5

Closed

-47,630

Net shares

Ownership Concentration

Top 5: 41.7%Top 10: 60.5%

MORGAN STANLEY12.2%

LPL Financial12.0%

UBS Group AG7.8%

RAYMOND JAMES FINANCIAL5.2%

ROYAL BANK OF CANADA4.5%

Others (128)58.3%

Crowding AnalysisCrowded

Holders133of 5,944

Avg: 68

Uncrowded89th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.98x

67th percentile

53 buying54 selling

+20

New

-5

Closed

-47,630

Net shares

Ownership Concentration

Top 5: 41.7%Top 10: 60.5%

MORGAN STANLEY12.2%

LPL Financial12.0%

UBS Group AG7.8%

RAYMOND JAMES FINANCIAL5.2%

ROYAL BANK OF CANADA4.5%

Others (128)58.3%

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.01%Max: 0.03%High conviction (>1%): 0

MORGAN STANLEY

LPL Financial

UBS Group AG

RAYMOND JAMES FINANCIAL

ROYAL BANK OF CANADA

Cetera Investment Advisers

Janney Montgomery Scott

Kestra Advisory Services,

WELLS FARGO & COMPANY/MN

BANK OF AMERICA

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$22,156

NXTG · +122%

$18,666

S&P 500 · +87%

+$3,490

ahead of the index

Total return (5Y)

+122%

S&P 500

+87%

vs. market

+35%

outperformed

Annualized

17.2%

mkt 13.3%

Volatility

23%

annualized

Beta

1.22

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

NXTGS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

NXTG (solid)S&P 500 (outline)Green = positive year, red = negative. Number = NXTG's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+43%

2026

Worst year

-25%

2022

Worst drawdown

-31%

recovered in 6 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -31%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position