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First Trust Indxx Innovative Transaction & Process ETF

55 hedge funds and large institutions have $41.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $34.2M → $41.4M (+$7.16M)

4% more funds holding

Funds holding: 5355 (+2)

1.47% more ownership

Funds ownership: 37.97%39.43% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$232K -$2.1K -42 -1%
Jane Street
27
Jane Street
New York
$224K +$209K +4,163 New
Stifel Financial
28
Stifel Financial
Missouri
$209K +$195K +3,884 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$201K +$6.56K +131 +4%
Morgan Stanley
30
Morgan Stanley
New York
$145K +$902 +18 +0.7%
AWM
31
AE Wealth Management
Kansas
$113K -$14.6K -291 -12%
CIAS
32
Capital Investment Advisory Services
North Carolina
$111K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$105K
AAP
34
Arax Advisory Partners
Colorado
$98.4K
CTC
35
Central Trust Company
Missouri
$88K
ACA
36
Aptus Capital Advisors
Alabama
$76.5K +$28.7K +572 +67%
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.5K +$28.7K +572 +67%
TPWA
38
Twin Peaks Wealth Advisors
California
$56.2K +$51.7K +1,031 New
HI
39
Harbour Investments
Wisconsin
$49.1K
GRP
40
Global Retirement Partners
California
$41.3K +$38.5K +768 New
IA
41
IFP Advisors
Florida
$25.2K +$50 +1 +0.2%
NS
42
NBC Securities
Alabama
$25K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$13.5K +$2.56K +51 +26%
Barclays
44
Barclays
United Kingdom
$13.5K
AssetMark Inc
45
AssetMark Inc
California
$10.3K
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$8.58K
CMA
47
Cedar Mountain Advisors
Oregon
$7.33K +$50 +1 +0.7%
DFA
48
DHJJ Financial Advisors
Illinois
$5.65K
William Blair & Company
49
William Blair & Company
Illinois
$5.38K
TWC
50
TD Waterhouse Canada
Ontario, Canada
$5.36K

LEGR Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2025, worth a combined $41.4M — up 21% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LEGR positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was F.L. Putnam Investment Management, adding an estimated $3.33M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $474K sold.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $41.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2025 was F.L. Putnam Investment Management, an estimated $3.33M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $474K sold.

Based on aggregated 13F filings for Q2 2025.