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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

61 hedge funds and large institutions have $29.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$535K
2
EP
2
Eudaimonia Partners
Tennessee
$1.06M
3
EA
3
Eudaimonia Advisors
Tennessee
$1.28M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$709K
5
AOG
5
Alpha Omega Group
Virginia
$3.13M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.24M
2
CFGS
2
Concourse Financial Group Securities
Alabama
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$6.24K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$250K 6,769 +655 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$239K 6,484 +2,340 +56%
Truist Financial
28
Truist Financial
North Carolina
$229K 6,196 -281 -4%
AAP
29
Arax Advisory Partners
Colorado
$105K 2,850 +682 +31%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$94K 2,556 – –
POIA
31
Pin Oak Investment Advisors
Texas
$92K 2,500 – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$80K 2,179 +10 +0.5%
PWMG
33
Provence Wealth Management Group
California
$64.6K 1,750 +1,750 New
UBS Group
34
UBS Group
Switzerland
$62K 1,681 -852 -34%
CTC
35
Central Trust Company
Missouri
$60.3K 1,635 – –
TSWM
36
Tyler-Stone Wealth Management
Ohio
$43K 1,175 – –
NS
37
NBC Securities
Alabama
$35K 970 +970 New
MRC
38
Millburn Ridgefield Corp
New York
$34.4K 934 +934 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$30.3K 820 +820 New
HI
40
Harbour Investments
Wisconsin
$27.9K 756 – –
AP
41
Advisors Preferred
Maryland
$26.2K 716 +716 New
Wells Fargo
42
Wells Fargo
California
$19.6K 531 +123 +30%
IA
43
IFP Advisors
Florida
$16.6K 451 +8 +2%
GRP
44
Global Retirement Partners
California
$16.4K 450 +3 +0.7%
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$15.6K 421 +421 New
Morgan Stanley
46
Morgan Stanley
New York
$11.7K 317 -160 -34%
AAG
47
Armstrong Advisory Group
Massachusetts
$10.6K 288 – –
CAL
48
Capital Analysts LLC
Pennsylvania
$10K 281 – –
SWM
49
Sanctuary Wealth Management
Idaho
$8.34K 226 – –
PA
50
PSI Advisors
Florida
$7.49K 203 – –
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