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First Trust Indxx Innovative Transaction & Process ETF
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Overview Fund Activity

64 hedge funds and large institutions have $32.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
20
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.78M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.54M
3
LPL Financial
3
LPL Financial
California
$4.34M
4
GI
4
Gradient Investments
Minnesota
$700K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1M

Top Sellers

1
SIM
1
Seaview Investment Managers
Florida
$0
2
Jane Street
2
Jane Street
New York
$392K
3
Bank of America
3
Bank of America
North Carolina
$2.63M
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
EA
5
Eudaimonia Advisors
Tennessee
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$266K 6,527 -3,055 -32%
Corient Private Wealth
27
Corient Private Wealth
Florida
$210K 5,140 +5,140 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$201K 4,915 +4,915 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$166K 4,071 -2,413 -37%
Morgan Stanley
30
Morgan Stanley
New York
$112K 2,736 +2,419 +763%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$105K 2,556 – –
POIA
32
Pin Oak Investment Advisors
Texas
$102K 2,500 – –
IGWM
33
ICA Group Wealth Management
Colorado
$95.5K 2,334 +2,334 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$85K 2,085 -94 -4%
UBS Group
35
UBS Group
Switzerland
$78.3K 1,913 +232 +14%
PWMG
36
Provence Wealth Management Group
California
$71.6K 1,750 – –
CTC
37
Central Trust Company
Missouri
$66.9K 1,635 – –
TSWM
38
Tyler-Stone Wealth Management
Ohio
$48.1K 1,175 – –
CIAS
39
Capital Investment Advisory Services
North Carolina
$45K 1,100 +1,100 New
Wells Fargo
40
Wells Fargo
California
$38.1K 932 +401 +76%
NS
41
NBC Securities
Alabama
$34K 850 -120 -12%
MRC
42
Millburn Ridgefield Corp
New York
$31.6K 773 -161 -17%
HI
43
Harbour Investments
Wisconsin
$30.9K 756 – –
IA
44
IFP Advisors
Florida
$18.6K 454 +3 +0.7%
GRP
45
Global Retirement Partners
California
$18K 452 +2 +0.4%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$14.7K 359 -461 -56%
AAG
47
Armstrong Advisory Group
Massachusetts
$11.8K 288 – –
CAL
48
Capital Analysts LLC
Pennsylvania
$11K 281 – –
ASN
49
Advisory Services Network
Georgia
$10.9K 266 +266 New
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$10.7K 262 +262 New
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