We are live on ! Find out more
LEGR icon

First Trust Indxx Innovative Transaction & Process ETF
LEGR

51 hedge funds and large institutions have $42.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $29.2M → $42.2M (+$12.9M)

9% more funds holding

Funds holding: 47 → 51 (+4)

1.39% more ownership

Funds ownership: 36.34% → 37.73% (+1.4%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFGS
Concourse Financial Group Securities
Alabama
+$5.02M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.26M
3
LPL Financial
LPL Financial
California
+$1.63M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
KAS
Kestra Advisory Services
Texas
+$815K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.38M
3
SAF
Smith Anglin Financial
Texas
-$345K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$267K
5
SWM
Spire Wealth Management
Virginia
-$76.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
26
Intercontinental Wealth Advisors
Texas
$217K +$215K +5,140 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$213K +$84.8K +2,028 +67%
IA
28
Insight Advisors
Pennsylvania
$213K +$211K +5,036 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$175K – – –
POIA
30
Pin Oak Investment Advisors
Texas
$107K +$107K +2,548 New
SFPG
31
Stonebridge Financial Planning Group
Florida
$90K – – –
SWM
32
Spire Wealth Management
Virginia
$65K -$76.8K -1,837 -54%
NFG
33
Next Financial Group
Texas
$53K – – –
HI
34
Harbour Investments
Wisconsin
$52K +$335 +8 +0.7%
IA
35
IFP Advisors
Florida
$39K +$1.46K +35 +4%
GWM
36
Geneos Wealth Management
Colorado
$28K – – –
CFA
37
Carroll Financial Associates
North Carolina
$23K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$21K -$20.9K -500 -50%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$18K -$16.6K -397 -48%
AWM
40
Accel Wealth Management
Iowa
$11K +$10.5K +250 New
SL
41
Savior LLC
Massachusetts
$10K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$8K +$4.18K +100 +100%
CMA
43
Cedar Mountain Advisors
Oregon
$5K – – –
William Blair & Company
44
William Blair & Company
Illinois
$4K – – –
CFD
45
Creative Financial Designs
Indiana
$4K +$627 +15 +17%
ASN
46
Advisory Services Network
Georgia
$4K +$3.89K +93 New
TFS
47
TrustCore Financial Services
Tennessee
$3K – – –
ME
48
McIlrath & Eck
Washington
$3K +$2.93K +70 New
GRP
49
Global Retirement Partners
California
$1K – – –
WIM
50
Westside Investment Management
California
$5 – – –
1
2
3

LEGR Hedge Fund Activity: Q2 2021 in Review

51 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2021, worth a combined $42.2M — up 44% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEGR positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Concourse Financial Group Securities, adding an estimated $5.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.48M sold.

  • 51 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2021, up from 47 in Q1 2021.
  • Funds reported $42.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2021, up 44% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2021 was Concourse Financial Group Securities, an estimated $5.02M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2021.