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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

67 hedge funds and large institutions have $59.3M invested in First Trust Indxx Innovative Transaction & Process ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
25
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.88M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.4M
3
AWM
3
AE Wealth Management
Kansas
$656K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$439K
5
Truist Financial
5
Truist Financial
North Carolina
$817K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.18M
2
Jane Street
2
Jane Street
New York
$508K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$473K
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$468K 10,792 +1,314 +14%
FAN
27
Financial Advisors Network
California
$451K 10,375 -5,850 -36%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$439K 10,100 +10,100 New
WIP
29
WealthCare Investment Partners
Rhode Island
$418K 9,619 +9,619 New
KPWS
30
Kestra Private Wealth Services
Texas
$353K 8,117 +617 +8%
Financial Engines Advisors
31
Financial Engines Advisors
California
$331K 7,629 +7,629 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$327K 7,528 +1,426 +23%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$285K 6,560 +265 +4%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$277K 6,374 -2,955 -32%
EA
35
Eudaimonia Advisors
Tennessee
$249K 5,731 +5,731 New
IWA
36
Intercontinental Wealth Advisors
Texas
$223K 5,140 – –
SCA
37
Snowden Capital Advisors
New York
$216K 4,978 +4,978 New
SWM
38
SeaCrest Wealth Management
New York
$212K 4,884 +4,884 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$138K 3,185 +3,185 New
POIA
40
Pin Oak Investment Advisors
Texas
$112K 2,583 +35 +1%
SFPG
41
Stonebridge Financial Planning Group
Florida
$105K 2,475 +350 +16%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$88K 2,027 -3,056 -60%
CFCI
43
Comprehensive Financial Consultants Institutional
Indiana
$62K 1,500 +1,500 New
NFG
44
Next Financial Group
Texas
$55K 1,263 – –
TSWM
45
Tyler-Stone Wealth Management
Ohio
$51K 1,175 +1,175 New
SWM
46
Spire Wealth Management
Virginia
$46K 1,050 +8 +0.8%
HI
47
Harbour Investments
Wisconsin
$37K 858 -369 -30%
Morgan Stanley
48
Morgan Stanley
New York
$28K 640 – –
CFA
49
Carroll Financial Associates
North Carolina
$24K 565 – –
IA
50
IFP Advisors
Florida
$15K 343 -1,647 -83%
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