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First Trust Indxx Innovative Transaction & Process ETF
LEGR

57 hedge funds and large institutions have $36.3M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $32.9M → $36.3M (+$3.47M)

3.02% more ownership

Funds ownership: 31.52% → 34.54% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less funds holding

Funds holding: 64 → 57 (-7)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
15
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.07M
2
GI
Gradient Investments
Minnesota
+$841K
3
Jane Street
Jane Street
New York
+$431K
4
EA
Eudaimonia Advisors
Tennessee
+$397K
5
AOG
Alpha Omega Group
Virginia
+$366K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$551K
2
HighTower Advisors
HighTower Advisors
Illinois
-$428K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$315K
4
AWM
AE Wealth Management
Kansas
-$266K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$249K +$240K +5,792 New
Corient Private Wealth
27
Corient Private Wealth
Florida
$221K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$211K – – –
BAM
29
Belpointe Asset Management
Nevada
$202K +$195K +4,710 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$158K -$16.3K -393 -10%
POIA
31
Pin Oak Investment Advisors
Texas
$107K – – –
IGWM
32
ICA Group Wealth Management
Colorado
$100K +$41 +1 +0%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$87K -$2.07K -50 -2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$84K -$24.8K -600 -23%
CTC
35
Central Trust Company
Missouri
$70.2K – – –
Morgan Stanley
36
Morgan Stanley
New York
$68.5K -$47.3K -1,142 -42%
TSWM
37
Tyler-Stone Wealth Management
Ohio
$50.5K – – –
CIAS
38
Capital Investment Advisory Services
North Carolina
$47.3K – – –
HI
39
Harbour Investments
Wisconsin
$39.2K +$6.5K +157 +21%
MRC
40
Millburn Ridgefield Corp
New York
$33.2K – – –
NS
41
NBC Securities
Alabama
$25K -$10.8K -260 -31%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$20.4K +$10.2K +247 +108%
IA
43
IFP Advisors
Florida
$19.5K +$41 +1 +0.2%
GRP
44
Global Retirement Partners
California
$19.3K -$124 -3 -0.7%
AAG
45
Armstrong Advisory Group
Massachusetts
$11.8K – – –
UBS Group
46
UBS Group
Switzerland
$11.3K -$68.3K -1,650 -86%
PA
47
PSI Advisors
Florida
$8.72K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$6.83K – – –
CMA
49
Cedar Mountain Advisors
Oregon
$5.64K – – –
DFA
50
DHJJ Financial Advisors
Illinois
$4.51K – – –
1
2
3

LEGR Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2024, worth a combined $36.3M — up 11% from $32.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LEGR and 2 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 15 added.

The largest buyer was Financial Engines Advisors, adding an estimated $1.07M. The largest seller was Bank of America, cutting an estimated $551K.

  • 57 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2024, down from 64 in Q4 2023.
  • Funds reported $36.3M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 2 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2024 and 7 closed out, a net change of -5 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $1.07M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2024 was Bank of America, an estimated $551K sold.

Based on aggregated 13F filings for Q1 2024.