We are live on ! Find out more
LEGR icon

First Trust Indxx Innovative Transaction & Process ETF

64 hedge funds and large institutions have $49.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more funds holding

Funds holding: 5864 (+6)

4.05% less ownership

Funds ownership: 44.77%40.72% (-4.1%)

12% less capital invested

Capital invested by funds: $55.9M → $49.4M (-$6.53M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
14
Closed
4
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$260K +$19.9K +330 +8%
CWA
27
Crux Wealth Advisors
California
$255K +$35.3K +585 +15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$254K -$8.68K -144 -3%
CI
29
CPR Investments
Michigan
$250K +$261K +4,332 New
Stifel Financial
30
Stifel Financial
Missouri
$233K +$10.5K +174 +5%
PFS
31
Prospera Financial Services
Texas
$209K
VPP
32
Vertex Planning Partners
Illinois
$202K
SIS
33
Sound Income Strategies
Florida
$155K -$4.7K -78 -3%
CIAS
34
Capital Investment Advisory Services
North Carolina
$119K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$113K
ATPW
36
Ashton Thomas Private Wealth
Arizona
$106K +$111K +1,838 New
AWM
37
AE Wealth Management
Kansas
$106K -$7.42K -123 -6%
Morgan Stanley
38
Morgan Stanley
New York
$104K +$121 +2 +0.1%
CTC
39
Central Trust Company
Missouri
$94.4K
HI
40
Harbour Investments
Wisconsin
$92.6K +$13K +215 +15%
GWANC
41
Guardian Wealth Advisors (North Carolina)
North Carolina
$82.2K +$85.8K +1,423 New
ACA
42
Aptus Capital Advisors
Alabama
$82.2K
TPWA
43
Twin Peaks Wealth Advisors
California
$59.6K +$62.2K +1,031 New
UBS Group
44
UBS Group
Switzerland
$43.8K +$45.7K +758 New
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$27.7K +$28.9K +480 New
NS
46
NBC Securities
Alabama
$27.4K
IA
47
IFP Advisors
Florida
$27K +$60 +1 +0.2%
Wells Fargo
48
Wells Fargo
California
$26.1K +$60 +1 +0.2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$25.7K +$24.1K +400 +889%
FFA
50
Farther Finance Advisors
California
$22.6K

LEGR Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2026, worth a combined $49.4M — down 12% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LEGR positions and 4 closed out — a net gain of 7 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $4.04M.

  • 64 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2026, up from 58 in Q4 2025.
  • Funds reported $49.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2026 and 4 closed out, a net change of +7 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $4.29M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2026 was LPL Financial, an estimated $4.04M sold.

Based on aggregated 13F filings for Q1 2026.