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First Trust Indxx Innovative Transaction & Process ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
IWA
26
Intercontinental Wealth Advisors
Texas
$217K 5,140 +5,140 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$213K 5,064 +2,028 +67%
IA
28
Insight Advisors
Pennsylvania
$213K 5,036 +5,036 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$175K 4,143
POIA
30
Pin Oak Investment Advisors
Texas
$107K 2,548 +2,548 New
SFPG
31
Stonebridge Financial Planning Group
Florida
$90K 2,125
SWM
32
Spire Wealth Management
Virginia
$65K 1,546 -1,837 -54%
NFG
33
Next Financial Group
Texas
$53K 1,263
HI
34
Harbour Investments
Wisconsin
$52K 1,226 +8 +0.7%
IA
35
IFP Advisors
Florida
$39K 925 +35 +4%
GWM
36
Geneos Wealth Management
Colorado
$28K 666
CFA
37
Carroll Financial Associates
North Carolina
$23K 565
SPIA
38
Steward Partners Investment Advisory
New York
$21K 500 -500 -50%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$18K 428 -397 -48%
AWM
40
Accel Wealth Management
Iowa
$11K 250 +250 New
SL
41
Savior LLC
Massachusetts
$10K 237
BFEC
42
Benjamin F. Edwards & Company
Missouri
$8K 200 +100 +100%
CMA
43
Cedar Mountain Advisors
Oregon
$5K 122
William Blair & Company
44
William Blair & Company
Illinois
$4K 100
CFD
45
Creative Financial Designs
Indiana
$4K 105 +15 +17%
ASN
46
Advisory Services Network
Georgia
$4K 93 +93 New
TFS
47
TrustCore Financial Services
Tennessee
$3K 62
ME
48
McIlrath & Eck
Washington
$3K 70 +70 New
GRP
49
Global Retirement Partners
California
$1K 34
WIM
50
Westside Investment Management
California
$5 125