LEGR icon

First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

65 hedge funds and large institutions have $45.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
TrueWealth Advisors
Alabama
$1.09M
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$508K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.74M
4
EP
4
Eudaimonia Partners
Tennessee
$248K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.42M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$256K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$212K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$702K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$382K 11,280 -1,603 -12%
OC
27
Oppenheimer & Co
New York
$360K 10,626 -9,545 -47%
FAN
28
Financial Advisors Network
California
$264K 7,800 -1,011 -11%
KAS
29
Kestra Advisory Services
Texas
$256K 7,562 -17,648 -70%
EP
30
Eudaimonia Partners
Tennessee
$248K 7,322 +7,322 New
FA
31
Flagstar Advisors
New York
$239K 7,064 +1,984 +39%
KPWS
32
Kestra Private Wealth Services
Texas
$234K 6,898 -716 -9%
EA
33
Eudaimonia Advisors
Tennessee
$230K 6,788 +760 +13%
IWC
34
Integrated Wealth Concepts
Massachusetts
$212K 6,249 -14,690 -70%
SWM
35
SeaCrest Wealth Management
New York
$165K 4,884 +4,884 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$98K 2,902 -195 -6%
POIA
37
Pin Oak Investment Advisors
Texas
$87K 2,583 – –
IA
38
IFP Advisors
Florida
$75K 2,531 – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$62K 1,843 +1,643 +822%
CTC
40
Central Trust Company
Missouri
$55K 1,635 – –
TSWM
41
Tyler-Stone Wealth Management
Ohio
$40K 1,175 – –
UBS Group
42
UBS Group
Switzerland
$40K 1,181 +1,169 +9,742%
HI
43
Harbour Investments
Wisconsin
$26K 756 +756 New
Morgan Stanley
44
Morgan Stanley
New York
$24K 707 +17 +2%
APA
45
American Portfolios Advisors
New York
$15.5K 457 – –
BWL
46
Bogart Wealth LLC
Virginia
$11K 337 – –
CAL
47
Capital Analysts LLC
Pennsylvania
$10K 281 – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$8K 258 -1,772 -87%
AWM
49
Accel Wealth Management
Iowa
$8K 250 – –
SWM
50
Spire Wealth Management
Virginia
$7K 194 -843 -81%
1
2
3 4