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First Trust Indxx Innovative Transaction & Process ETF
LEGR

47 hedge funds and large institutions have $29.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 1

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

81% more funds holding

Funds holding: 26 → 47 (+21)

65% more capital invested

Capital invested by funds: $17.8M → $29.2M (+$11.5M)

3.74% more ownership

Funds ownership: 32.61% → 36.34% (+3.7%)

Holders
47
Holders Change
+21
Holders Change %
+80.77%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
15
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
+$1.94M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.59M
3
Jane Street
Jane Street
New York
+$1.49M
4
LPL Financial
LPL Financial
California
+$1.47M
5
Citadel Advisors
Citadel Advisors
Florida
+$953K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.44M
2
TPWA
TRUE Private Wealth Advisors
Oregon
-$81K
3
ASN
Advisory Services Network
Georgia
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
26
Stonebridge Financial Planning Group
Florida
$87K +$84.3K +2,125 New
NFG
27
Next Financial Group
Texas
$51K – – –
HI
28
Harbour Investments
Wisconsin
$49K +$48.3K +1,218 New
SPIA
29
Steward Partners Investment Advisory
New York
$40.2K +$39.7K +1,000 New
IA
30
IFP Advisors
Florida
$35K +$1.51K +38 +4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$34K +$32.7K +825 New
GWM
32
Geneos Wealth Management
Colorado
$27K – – –
CFA
33
Carroll Financial Associates
North Carolina
$22K +$22.4K +565 New
AWA
34
Arkadios Wealth Advisors
Georgia
$21K +$21.2K +535 New
SL
35
Savior LLC
Massachusetts
$10K +$9.4K +237 New
SFS
36
Sowell Financial Services
Arkansas
$7K +$7.14K +180 New
CMA
37
Cedar Mountain Advisors
Oregon
$5K +$4.84K +122 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$4K – – –
IAIM
39
International Assets Investment Management
Florida
$4K – – –
William Blair & Company
40
William Blair & Company
Illinois
$4K – – –
CFD
41
Creative Financial Designs
Indiana
$4K +$3.57K +90 New
CFGS
42
Concourse Financial Group Securities
Alabama
$2K – – –
EP
43
Eudaimonia Partners
Tennessee
$2K +$1.98K +50 New
TFS
44
TrustCore Financial Services
Tennessee
$2K +$2.46K +62 New
GRP
45
Global Retirement Partners
California
$1K – – –
WIM
46
Westside Investment Management
California
$5 +$4.96K +125 New
TPWA
47
TRUE Private Wealth Advisors
Oregon
– -$81K -2,168 Closed
ASN
48
Advisory Services Network
Georgia
– -$3K -93 Closed
Wells Fargo
49
Wells Fargo
California
– +$40 +1 +100%
1
2

LEGR Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2021, worth a combined $29.2M — up 65% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LEGR positions and 2 closed out — a net gain of 21 holders — while 15 added to existing stakes and 1 trimmed.

The largest buyer was Stratos Wealth Advisors, opening a new position worth an estimated $1.94M. The largest seller was Bank of America, cutting an estimated $1.44M.

  • 47 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2021, up from 26 in Q4 2020.
  • Funds reported $29.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2021, up 65% quarter-over-quarter.
  • 23 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2021 and 2 closed out, a net change of +21 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2021 was Stratos Wealth Advisors, an estimated $1.94M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2021 was Bank of America, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2021.