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First Trust Indxx Innovative Transaction & Process ETF

53 hedge funds and large institutions have $34.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $35.2M → $34.2M (-$960K)

3.03% less ownership

Funds ownership: 41%37.97% (-3%)

4% less funds holding

Funds holding: 5553 (-2)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
18
Reduced
14
Closed
5
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
$177K +$15.3K +313 +9%
Morgan Stanley
27
Morgan Stanley
New York
$130K +$21K +431 +19%
AWM
28
AE Wealth Management
Kansas
$117K -$17.7K -364 -13%
CIAS
29
Capital Investment Advisory Services
North Carolina
$100K +$5.36K +110 +6%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$95K
AAP
31
Arax Advisory Partners
Colorado
$89.1K -$994K -20,393 -92%
CTC
32
Central Trust Company
Missouri
$79.7K
HI
33
Harbour Investments
Wisconsin
$44.5K
ACA
34
Aptus Capital Advisors
Alabama
$41.4K
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.4K
UBS Group
36
UBS Group
Switzerland
$28.9K +$24K +493 +498%
NS
37
NBC Securities
Alabama
$23K +$23.1K +475 New
IA
38
IFP Advisors
Florida
$22.7K +$97 +2 +0.4%
Barclays
39
Barclays
United Kingdom
$12.2K
PA
40
PSI Advisors
Florida
$9.9K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$9.75K +$2.44K +50 +33%
AssetMark Inc
42
AssetMark Inc
California
$9.31K +$585 +12 +7%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$7.78K
CCM
44
Coldstream Capital Management
Washington
$6.83K +$6.82K +140 New
CMA
45
Cedar Mountain Advisors
Oregon
$6.57K +$49 +1 +0.7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$5.17K +$2.97K +61 +136%
DFA
47
DHJJ Financial Advisors
Illinois
$5.12K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$4.88K
William Blair & Company
49
William Blair & Company
Illinois
$4.88K
SIS
50
Sound Income Strategies
Florida
$3.8K

LEGR Hedge Fund Activity: Q1 2025 in Review

53 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2025, worth a combined $34.2M — down 2.7% from $35.2M a quarter earlier.

Fund positioning in LEGR was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $1.34M. The largest seller was Financial Engines Advisors, cutting an estimated $1.45M.

  • 53 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2025, down from 55 in Q4 2024.
  • Funds reported $34.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
  • 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2025 was F.L. Putnam Investment Management, an estimated $1.34M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2025.