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First Trust Indxx Innovative Transaction & Process ETF

59 hedge funds and large institutions have $37.3M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

4% more funds holding

Funds holding: 5759 (+2)

1.28% more ownership

Funds ownership: 34.54%35.82% (+1.3%)

3% more capital invested

Capital invested by funds: $36.3M → $37.3M (+$991K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$223K
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$222K -$29.3K -681 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$141K -$17.8K -413 -11%
POIA
29
Pin Oak Investment Advisors
Texas
$109K
HI
30
Harbour Investments
Wisconsin
$88.5K +$48.5K +1,125 +123%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$85K
CIAS
32
Capital Investment Advisory Services
North Carolina
$84.6K +$36.5K +848 +77%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$83K -$5.47K -127 -6%
UBS Group
34
UBS Group
Switzerland
$79.1K +$67.2K +1,559 +593%
CTC
35
Central Trust Company
Missouri
$71K
ATPW
36
Ashton Thomas Private Wealth
Arizona
$63.7K +$63.2K +1,467 New
Morgan Stanley
37
Morgan Stanley
New York
$55.9K -$13.2K -307 -19%
GRP
38
Global Retirement Partners
California
$53.1K +$33.3K +773 +172%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$51K
BFA
40
Brown Financial Advisors
Ohio
$38.6K +$38.3K +888 New
ACA
41
Aptus Capital Advisors
Alabama
$36.9K +$36.6K +850 New
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.9K +$36.6K +850 New
NS
43
NBC Securities
Alabama
$25K
IA
44
IFP Advisors
Florida
$19.8K +$43 +1 +0.2%
AAG
45
Armstrong Advisory Group
Massachusetts
$12.5K
PA
46
PSI Advisors
Florida
$8.82K
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$6.93K +$6.89K +160 New
SPIA
48
Steward Partners Investment Advisory
New York
$6.91K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$6.51K +$6.46K +150 New
CMA
50
Cedar Mountain Advisors
Oregon
$5.78K +$86 +2 +2%

LEGR Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2024, worth a combined $37.3M — up 2.7% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LEGR positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $1.83M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $295K.

  • 59 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2024, up from 57 in Q1 2024.
  • Funds reported $37.3M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 9 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2024 was Jane Street, an estimated $1.83M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $295K sold.

Based on aggregated 13F filings for Q2 2024.