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First Trust Indxx Innovative Transaction & Process ETF
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Overview Fund Activity

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.

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

1
SWA
1
Stratos Wealth Advisors
Ohio
$1.97M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.77M
3
Jane Street
3
Jane Street
New York
$1.51M
4
LPL Financial
4
LPL Financial
California
$3.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.91M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
ASN
3
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFPG
26
Stonebridge Financial Planning Group
Florida
$87K 2,125 +2,125 New
NFG
27
Next Financial Group
Texas
$51K 1,263 – –
HI
28
Harbour Investments
Wisconsin
$49K 1,218 +1,218 New
SPIA
29
Steward Partners Investment Advisory
New York
$40.2K 1,000 +1,000 New
IA
30
IFP Advisors
Florida
$35K 890 +38 +4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$34K 825 +825 New
GWM
32
Geneos Wealth Management
Colorado
$27K 666 – –
CFA
33
Carroll Financial Associates
North Carolina
$22K 565 +565 New
AWA
34
Arkadios Wealth Advisors
Georgia
$21K 535 +535 New
SL
35
Savior LLC
Massachusetts
$10K 237 +237 New
SFS
36
Sowell Financial Services
Arkansas
$7K 180 +180 New
CMA
37
Cedar Mountain Advisors
Oregon
$5K 122 +122 New
IAIM
38
International Assets Investment Management
Florida
$4K 107 – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$4K 100 – –
William Blair & Company
40
William Blair & Company
Illinois
$4K 100 – –
CFD
41
Creative Financial Designs
Indiana
$4K 90 +90 New
CFGS
42
Concourse Financial Group Securities
Alabama
$2K 52 – –
EP
43
Eudaimonia Partners
Tennessee
$2K 50 +50 New
TFS
44
TrustCore Financial Services
Tennessee
$2K 62 +62 New
GRP
45
Global Retirement Partners
California
$1K 34 – –
WIM
46
Westside Investment Management
California
$5 125 +125 New
TPWA
47
TRUE Private Wealth Advisors
Oregon
– – -2,168 Closed
ASN
48
Advisory Services Network
Georgia
– – -93 Closed
Wells Fargo
49
Wells Fargo
California
$0 2 +1 +100%
1
2