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First Trust Indxx Innovative Transaction & Process ETF

69 hedge funds and large institutions have $38.5M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

0% less capital invested

Capital invested by funds: $38.5M → $38.5M (-$51.7K)

1.07% less ownership

Funds ownership: 36.77%35.69% (-1.1%)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$386K -$61.7K -1,851 -14%
HighTower Advisors
27
HighTower Advisors
Illinois
$385K +$374K +11,239 New
RJA
28
Raymond James & Associates
Florida
$377K -$57.4K -1,722 -14%
EP
29
Eudaimonia Partners
Tennessee
$322K +$3.3K +99 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$300K -$308K -9,259 -51%
EA
31
Eudaimonia Advisors
Tennessee
$244K +$2.23K +67 +0.9%
OC
32
Oppenheimer & Co
New York
$243K -$65.1K -1,955 -22%
Truist Financial
33
Truist Financial
North Carolina
$238K -$291K -8,741 -56%
KPWS
34
Kestra Private Wealth Services
Texas
$213K -$22.6K -679 -10%
KAS
35
Kestra Advisory Services
Texas
$209K +$203K +6,104 New
CTC
36
Central Trust Company
Missouri
$143K
UBS Group
37
UBS Group
Switzerland
$139K -$34.7K -1,043 -20%
IGWM
38
ICA Group Wealth Management
Colorado
$97.9K +$95.3K +2,859 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$88K
POIA
40
Pin Oak Investment Advisors
Texas
$88K
IA
41
IFP Advisors
Florida
$68K -$10.1K -302 -12%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$60K -$3.6K -108 -6%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$40K
GRP
44
Global Retirement Partners
California
$32.1K +$14.5K +436 +87%
GI
45
Gradient Investments
Minnesota
$30.8K +$26.6K +797 +789%
Morgan Stanley
46
Morgan Stanley
New York
$29.5K +$12.8K +383 +80%
HI
47
Harbour Investments
Wisconsin
$25.9K
MCC
48
Money Concepts Capital
Florida
$16.9K +$16.5K +494 New
RIA
49
Realta Investment Advisors
Delaware
$16.3K +$15.8K +475 New
AAP
50
Arax Advisory Partners
Colorado
$14.4K +$9.7K +291 +224%

LEGR Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2022, worth a combined $38.5M — down 0.13% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LEGR positions and 5 closed out — a net gain of 8 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Alpha Omega Group, opening a new position worth an estimated $2.01M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 69 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $38.5M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2022, down 0.13% quarter-over-quarter.
  • 13 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2022 was Alpha Omega Group, an estimated $2.01M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2022 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2022.