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First Trust Indxx Innovative Transaction & Process ETF

55 hedge funds and large institutions have $35.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

2.36% less ownership

Funds ownership: 35.82%33.46% (-2.4%)

5% less capital invested

Capital invested by funds: $37.3M → $35.4M (-$1.94M)

7% less funds holding

Funds holding: 5955 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$219K -$20.8K -467 -9%
IWM
27
IHT Wealth Management
Illinois
$205K +$193K +4,349 New
Stifel Financial
28
Stifel Financial
Missouri
$201K +$190K +4,271 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$150K -$2.58K -58 -2%
POIA
30
Pin Oak Investment Advisors
Texas
$117K
Morgan Stanley
31
Morgan Stanley
New York
$104K +$41K +922 +72%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$92K
CIAS
33
Capital Investment Advisory Services
North Carolina
$91.7K
CTC
34
Central Trust Company
Missouri
$76.9K
GRP
35
Global Retirement Partners
California
$57.6K +$133 +3 +0.2%
ACA
36
Aptus Capital Advisors
Alabama
$40K
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$40K
HI
38
Harbour Investments
Wisconsin
$33.6K -$58.9K -1,325 -65%
NS
39
NBC Securities
Alabama
$22K -$5.11K -115 -19%
IA
40
IFP Advisors
Florida
$21.8K +$311 +7 +2%
Barclays
41
Barclays
United Kingdom
$11.8K +$11.1K +250 New
PA
42
PSI Advisors
Florida
$9.55K
JP Morgan Chase
43
JP Morgan Chase
New York
$9.41K +$8.89K +200 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$7.68K +$578 +13 +9%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$7.58K
CMA
46
Cedar Mountain Advisors
Oregon
$6.29K +$44 +1 +0.8%
DFA
47
DHJJ Financial Advisors
Illinois
$4.94K
SPIA
48
Steward Partners Investment Advisory
New York
$4.94K -$2.4K -54 -34%
William Blair & Company
49
William Blair & Company
Illinois
$4.71K
TWC
50
TD Waterhouse Canada
Ontario, Canada
$4.7K

LEGR Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2024, worth a combined $35.4M — down 5.2% from $37.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LEGR and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $392K. The largest seller was Gradient Investments, exiting entirely with an estimated $2.51M sold.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $35.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2024 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $392K added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2024 was Gradient Investments, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.