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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

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.

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% 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
5
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$1.34M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$474K
3
OIA
3
OneDigital Investment Advisors
Kansas
$221K
4
AOG
4
Alpha Omega Group
Virginia
$4.75M
5
LPL Financial
5
LPL Financial
California
$5.12M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$5.22M
2
AAP
2
Arax Advisory Partners
Colorado
$89.1K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Jane Street
4
Jane Street
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$177K 3,623 +313 +9%
Morgan Stanley
27
Morgan Stanley
New York
$130K 2,669 +431 +19%
AWM
28
AE Wealth Management
Kansas
$117K 2,396 -364 -13%
CIAS
29
Capital Investment Advisory Services
North Carolina
$100K 2,058 +110 +6%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$95K 1,956 – –
AAP
31
Arax Advisory Partners
Colorado
$89.1K 1,828 -20,393 -92%
CTC
32
Central Trust Company
Missouri
$79.7K 1,635 – –
HI
33
Harbour Investments
Wisconsin
$44.5K 913 – –
ACA
34
Aptus Capital Advisors
Alabama
$41.4K 850 – –
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.4K 850 – –
UBS Group
36
UBS Group
Switzerland
$28.9K 592 +493 +498%
NS
37
NBC Securities
Alabama
$23K 475 +475 New
IA
38
IFP Advisors
Florida
$22.7K 467 +2 +0.4%
Barclays
39
Barclays
United Kingdom
$12K 250 – –
PA
40
PSI Advisors
Florida
$9.9K 203 – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$9.75K 200 +50 +33%
AssetMark Inc
42
AssetMark Inc
California
$9.31K 191 +12 +7%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$7.78K 160 – –
CCM
44
Coldstream Capital Management
Washington
$6.83K 140 +140 New
CMA
45
Cedar Mountain Advisors
Oregon
$6.57K 135 +1 +0.7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$5.17K 106 +61 +136%
DFA
47
DHJJ Financial Advisors
Illinois
$5.12K 105 – –
William Blair & Company
48
William Blair & Company
Illinois
$4.88K 100 – –
TWC
49
TD Waterhouse Canada
Ontario, Canada
$4.88K 100 – –
SIS
50
Sound Income Strategies
Florida
$3.8K 78 – –
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2
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