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First Trust Indxx Innovative Transaction & Process ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7.54% more ownership

Funds ownership: 33.46%41% (+7.5%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding

Funds holding: 5555 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $35.4M → $35.2M (-$210K)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.72%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$154K +$4.85K +103 +3%
AWM
27
AE Wealth Management
Kansas
$128K +$130K +2,760 New
POIA
28
Pin Oak Investment Advisors
Texas
$118K
Morgan Stanley
29
Morgan Stanley
New York
$104K +$1.36K +29 +1%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$91K
CIAS
31
Capital Investment Advisory Services
North Carolina
$90.4K
CTC
32
Central Trust Company
Missouri
$75.9K
HI
33
Harbour Investments
Wisconsin
$42.4K +$9.41K +200 +28%
ACA
34
Aptus Capital Advisors
Alabama
$39.4K
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.4K
GRP
36
Global Retirement Partners
California
$35.6K -$21.5K -457 -37%
IA
37
IFP Advisors
Florida
$21.6K +$94 +2 +0.4%
Wells Fargo
38
Wells Fargo
California
$11.7K +$11.8K +250 +25,000%
Barclays
39
Barclays
United Kingdom
$11.6K
PA
40
PSI Advisors
Florida
$9.42K
AssetMark Inc
41
AssetMark Inc
California
$8.3K +$8.43K +179 New
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$7.42K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$6.96K -$612 -13 -8%
CMA
44
Cedar Mountain Advisors
Oregon
$6.24K
DFA
45
DHJJ Financial Advisors
Illinois
$4.87K
SPIA
46
Steward Partners Investment Advisory
New York
$4.87K
William Blair & Company
47
William Blair & Company
Illinois
$4.64K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$4.63K
UBS Group
49
UBS Group
Switzerland
$4.59K +$4.66K +99 New
SIS
50
Sound Income Strategies
Florida
$3.62K +$3.67K +78 New

LEGR Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2024, worth a combined $35.2M — down 0.59% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LEGR positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $1.92M. The largest seller was Jane Street, cutting an estimated $979K.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $35.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2024, down 0.59% quarter-over-quarter.
  • 6 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $1.92M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2024 was Jane Street, an estimated $979K sold.

Based on aggregated 13F filings for Q4 2024.