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First Trust Indxx Innovative Transaction & Process ETF
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Overview Fund Activity

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.

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.8%
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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.49M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$988K
3
IWM
3
IHT Wealth Management
Illinois
$205K
4
Stifel Financial
4
Stifel Financial
Missouri
$201K
5
AAP
5
Arax Advisory Partners
Colorado
$987K

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$1.59M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$4.52M
4
Bank of America
4
Bank of America
North Carolina
$1.98M
5
LPL Financial
5
LPL Financial
California
$4.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$219K 4,644 -467 -9%
IWM
27
IHT Wealth Management
Illinois
$205K 4,349 +4,349 New
Stifel Financial
28
Stifel Financial
Missouri
$201K 4,271 +4,271 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$150K 3,207 -58 -2%
POIA
30
Pin Oak Investment Advisors
Texas
$117K 2,500 – –
Morgan Stanley
31
Morgan Stanley
New York
$104K 2,209 +922 +72%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$92K 1,956 – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$91.7K 1,948 – –
CTC
34
Central Trust Company
Missouri
$76.9K 1,635 – –
GRP
35
Global Retirement Partners
California
$57.6K 1,225 +3 +0.2%
GWANC
36
Guardian Wealth Advisors (North Carolina)
North Carolina
$40K 850 – –
ACA
37
Aptus Capital Advisors
Alabama
$40K 850 – –
HI
38
Harbour Investments
Wisconsin
$33.6K 713 -1,325 -65%
NS
39
NBC Securities
Alabama
$22K 475 -115 -19%
IA
40
IFP Advisors
Florida
$21.8K 463 +7 +2%
Barclays
41
Barclays
United Kingdom
$12K 250 +250 New
PA
42
PSI Advisors
Florida
$9.55K 203 – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$9.41K 200 +200 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$7.68K 163 +13 +9%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$7.58K 160 – –
CMA
46
Cedar Mountain Advisors
Oregon
$6.3K 134 +1 +0.8%
DFA
47
DHJJ Financial Advisors
Illinois
$4.94K 105 – –
SPIA
48
Steward Partners Investment Advisory
New York
$4.94K 105 -54 -34%
William Blair & Company
49
William Blair & Company
Illinois
$4.71K 100 – –
TWC
50
TD Waterhouse Canada
Ontario, Canada
$4.7K 100 – –
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