Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (NXTG)

136 + Investors. Track Smart Money conviction in NXTG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — NXTG

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added NXTG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
137 hedge funds hold NXTG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

54 buying52 selling
Last quarter: 54 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new NXTG position: 12 → 10 → 10 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 20% medium 16% new
87 out of 137 hedge funds have held NXTG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

7 → 12 → 10 → 10 → 23 new funds/Q
New funds entering each quarter: 12 → 10 → 10 → 23. A growing number of institutions are discovering NXTG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

70% veterans 10% 1-2yr 20% new
Entry-cohort mix of 138 holders: 97 (70%) are 2+ year veterans, 14 entered 1–2 years ago, and 27 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
19 of 137 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in NXTG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NXTG

In 2026 Q1, 54 hedge funds were net buyers of NXTG (23 opened a new position, 31 added to an existing one), while 52 reduced or exited (48 trimmed, 4 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in NXTG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: NXTG

How many hedge funds hold NXTG — quarterly history vs. share price
Quarterly hedge fund ownership of NXTG vs. share price

Market Analysis: NXTG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NXTG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchange-Traded Fd (NXTG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NXTG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
NXTG
nan%
SPY
+15.1%

NXTG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
NXTG
nan%
SPY
+1.3%

Since the filing became public, NXTG outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: NXTG
136 + Investors

Track Smart Money conviction in NXTG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 118 15.25%
13F Shares 2M 2M -0.78%
Total Value $187M $192M -2.64%
New Positions 23 10 +13
Increased Positions 31 38 -7
Closed Positions 5 8 -3
Reduced Positions 48 42 +6
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXTG

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Institutional Holders (2026 Q1)

136 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NXTG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NXTG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Sun Financial Corp 0.93% 17,091 $1.9M
2 WealthCare Investment Partners, LLC 0.53% 16,800 $1.9M
3 Forefront Wealth Partners, LLC 0.49% 10,557 $1.2M
4 Morey & Quinn Wealth Partners, LLC 0.37% 4,620 $517K
5 Stirlingshire Investments, Inc. 0.34% 3,451 $386K
6 Stonebridge Financial Planning Group, LLC 0.30% 7,274 $814K
7 1776 Wealth LLC 0.29% 6,514 $729K
8 Proactive Wealth Strategies LLC 0.26% 12,458 $1.4M
9 October Effect Ltd 0.23% 1,800 $201K
10 Warner Group LLC 0.21% 2,890 $323K
11 Riverchase Wealth Management, LLC 0.19% 3,227 $361K
12 Stelac Advisory Services LLC 0.14% 6,389 $715K
13 Flaharty Asset Management, LLC 0.12% 8,633 $966K
14 Z3 Capital Partners, LLC 0.12% 4,607 $496K
15 Independent Financial Group, LLC 0.06% 18,581 $2.1M
16 Kraft, Davis & Associates, LLC 0.06% 2,159 $291K
17 Prasad Wealth Partners, LLC 0.06% 2,008 $225K
18 Advyzon Investment Management, LLC 0.06% 5,816 $651K
19 International Assets Investment Management, LLC 0.05% 6,831 $774K
20 PCG Wealth Advisors, LLC 0.05% 1,787 $200K
21 HighPoint Advisor Group LLC 0.05% 9,748 $1.1M
22 Marks Group Wealth Management, Inc 0.04% 4,000 $448K
23 Capital Investment Advisory Services, LLC 0.04% 5,018 $562K
24 Perigon Wealth Management, LLC 0.04% 19,503 $2.2M
25 Belpointe Asset Management LLC 0.04% 9,623 $1.1M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (NXTG)

What does the Smart Money Trend signal show for NXTG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NXTG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NXTG?

Slight buying edge — 51% buying: Last quarter: 54 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NXTG holders?

Elite ownership — 50% AUM from top-100 funds: 19 of 137 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in NXTG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NXTG?

64% of holders stayed for 2+ years: 87 out of 137 hedge funds have held NXTG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Tr Exchange-Traded Fd (NXTG) following the 2026 Q1 hedge fund 13F filings?

As of today, NXTG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), NXTG has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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