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First Trust Indxx Innovative Transaction & Process ETF

71 hedge funds and large institutions have $59.1M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 6771 (+4)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% less ownership

Funds ownership: 39.61%39.61% (-0%)

0% less capital invested

Capital invested by funds: $59.3M → $59.1M (-$287K)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$628K
EH
27
Equitable Holdings
New York
$624K -$14.6K -350 -2%
AWM
28
AE Wealth Management
Kansas
$519K -$93.3K -2,232 -15%
WIP
29
WealthCare Investment Partners
Rhode Island
$515K +$146K +3,504 +36%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$480K -$29.9K -715 -6%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$407K
FAN
32
Financial Advisors Network
California
$355K -$65.4K -1,564 -15%
KPWS
33
Kestra Private Wealth Services
Texas
$307K -$21K -503 -6%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$279K +$22.8K +545 +9%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$264K
EA
36
Eudaimonia Advisors
Tennessee
$243K +$12.4K +297 +5%
SCA
37
Snowden Capital Advisors
New York
$233K +$34.2K +818 +16%
CAG
38
Csenge Advisory Group
Florida
$226K +$234K +5,604 New
IWA
39
Intercontinental Wealth Advisors
Texas
$207K
FA
40
Flagstar Advisors
New York
$204K +$212K +5,080 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$201K -$106K -2,546 -34%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$125K -$3.68K -88 -3%
POIA
43
Pin Oak Investment Advisors
Texas
$104K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$81K +$125 +3 +0.1%
IA
45
IFP Advisors
Florida
$75K +$91.5K +2,188 +638%
CTC
46
Central Trust Company
Missouri
$66K +$68.3K +1,635 New
TSWM
47
Tyler-Stone Wealth Management
Ohio
$47K
SWM
48
Spire Wealth Management
Virginia
$42K -$543 -13 -1%
Morgan Stanley
49
Morgan Stanley
New York
$28K +$2.09K +50 +8%
APA
50
American Portfolios Advisors
New York
$18.4K +$9.49K +227 +99%

LEGR Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2022, worth a combined $59.1M — down 0.48% from $59.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEGR positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $3.64M. The largest seller was Bank of America, cutting an estimated $4.74M.

  • 71 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $59.1M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2022, down 0.48% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2022 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2022 was Jane Street, an estimated $3.64M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2022 was Bank of America, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2022.