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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 $35.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
14
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$6.35M
2
Raymond James Financial
2
Raymond James Financial
Florida
$829K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$549K
4
AWM
4
AE Wealth Management
Kansas
$128K
5
AOG
5
Alpha Omega Group
Virginia
$4.41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$599K
2
MFS
2
Mattson Financial Services
Michigan
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.34M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$447K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$154K 3,310 +103 +3%
AWM
27
AE Wealth Management
Kansas
$128K 2,760 +2,760 New
POIA
28
Pin Oak Investment Advisors
Texas
$118K 2,500 – –
Morgan Stanley
29
Morgan Stanley
New York
$104K 2,238 +29 +1%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$91K 1,956 – –
CIAS
31
Capital Investment Advisory Services
North Carolina
$90.4K 1,948 – –
CTC
32
Central Trust Company
Missouri
$75.9K 1,635 – –
HI
33
Harbour Investments
Wisconsin
$42.4K 913 +200 +28%
ACA
34
Aptus Capital Advisors
Alabama
$39.4K 850 – –
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.4K 850 – –
GRP
36
Global Retirement Partners
California
$35.6K 768 -457 -37%
IA
37
IFP Advisors
Florida
$21.6K 465 +2 +0.4%
Barclays
38
Barclays
United Kingdom
$12K 250 – –
Wells Fargo
39
Wells Fargo
California
$11.7K 251 +250 +25,000%
PA
40
PSI Advisors
Florida
$9.42K 203 – –
AssetMark Inc
41
AssetMark Inc
California
$8.31K 179 +179 New
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$7.42K 160 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$6.96K 150 -13 -8%
CMA
44
Cedar Mountain Advisors
Oregon
$6.24K 134 – –
SPIA
45
Steward Partners Investment Advisory
New York
$4.87K 105 – –
DFA
46
DHJJ Financial Advisors
Illinois
$4.87K 105 – –
William Blair & Company
47
William Blair & Company
Illinois
$4.64K 100 – –
TWC
48
TD Waterhouse Canada
Ontario, Canada
$4.63K 100 – –
UBS Group
49
UBS Group
Switzerland
$4.59K 99 +99 New
SIS
50
Sound Income Strategies
Florida
$3.62K 78 +78 New
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2
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