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First Trust Indxx Innovative Transaction & Process ETF

60 hedge funds and large institutions have $43.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $35.3M → $43.2M (+$7.95M)

9.83% more ownership

Funds ownership: 30.5%40.33% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2% less funds holding

Funds holding: 6160 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$409K -$65.9K -1,754 -14%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$408K +$11.1K +296 +3%
GIA
28
Gladstone Institutional Advisory
Florida
$366K -$104K -2,776 -23%
Truist Financial
29
Truist Financial
North Carolina
$249K +$113 +3 +0%
KAS
30
Kestra Advisory Services
Texas
$235K +$7.62K +203 +3%
GI
31
Gradient Investments
Minnesota
$207K +$130K +3,450 +178%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$159K -$13.4K -358 -8%
IGWM
33
ICA Group Wealth Management
Colorado
$110K +$150 +4 +0.1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$98K -$27.4K -730 -22%
UBS Group
35
UBS Group
Switzerland
$97.4K +$83.4K +2,221 +712%
POIA
36
Pin Oak Investment Advisors
Texas
$96K
AAP
37
Arax Advisory Partners
Colorado
$83.3K +$17.3K +460 +27%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$83K +$12K +320 +17%
CTC
39
Central Trust Company
Missouri
$62.9K
TSWM
40
Tyler-Stone Wealth Management
Ohio
$45K +$44.1K +1,175 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$38.4K +$36.5K +973 +3,604%
HI
42
Harbour Investments
Wisconsin
$29.1K
Morgan Stanley
43
Morgan Stanley
New York
$18.3K
RIA
44
Realta Investment Advisors
Delaware
$18.3K +$17.8K +475 New
GRP
45
Global Retirement Partners
California
$17.2K -$12.4K -331 -43%
IA
46
IFP Advisors
Florida
$17K -$1.05K -28 -6%
Wells Fargo
47
Wells Fargo
California
$15.7K +$15.3K +408 New
AAG
48
Armstrong Advisory Group
Massachusetts
$11.1K
CAL
49
Capital Analysts LLC
Pennsylvania
$11K
SWM
50
Sanctuary Wealth Management
Idaho
$8.69K +$8.49K +226 New

LEGR Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2023, worth a combined $43.2M — up 23% from $35.3M a quarter earlier.

Fund positioning in LEGR was balanced in Q2 2023: 9 funds opened new positions, 9 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $5.44M. The largest seller was Old Mission Capital, exiting entirely with an estimated $761K sold.

  • 60 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $43.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 9 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2023 and 9 closed out, a net change of 0 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2023 was Jane Street, an estimated $5.44M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2023 was Old Mission Capital, an estimated $761K sold.

Based on aggregated 13F filings for Q2 2023.