We are live on ! Find out more
LEGR icon

First Trust Indxx Innovative Transaction & Process ETF

55 hedge funds and large institutions have $49.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $41.4M → $49.9M (+$8.48M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3.86% more ownership

Funds ownership: 39.43%43.3% (+3.9%)

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$305K +$764 +14 +0.3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$284K +$39.8K +730 +17%
OIA
28
OneDigital Investment Advisors
Kansas
$253K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$219K +$7.53K +138 +4%
Stifel Financial
30
Stifel Financial
Missouri
$215K -$3.17K -58 -1%
CIAS
31
Capital Investment Advisory Services
North Carolina
$116K
AWM
32
AE Wealth Management
Kansas
$112K -$5.68K -104 -5%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$110K
Morgan Stanley
34
Morgan Stanley
New York
$101K -$49K -897 -33%
CTC
35
Central Trust Company
Missouri
$91.9K
ACA
36
Aptus Capital Advisors
Alabama
$80K +$55 +1 +0.1%
HI
37
Harbour Investments
Wisconsin
$79.9K +$27.7K +508 +56%
GRP
38
Global Retirement Partners
California
$43.2K
NS
39
NBC Securities
Alabama
$26.7K
IA
40
IFP Advisors
Florida
$26.3K -$55 -1 -0.2%
ASN
41
Advisory Services Network
Georgia
$17.2K +$16.7K +306 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$14.4K +$14K +256 New
Barclays
43
Barclays
United Kingdom
$14.1K
AssetMark Inc
44
AssetMark Inc
California
$13.3K +$2.46K +45 +24%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$8.99K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$8.5K -$5.46K -100 -40%
CMA
47
Cedar Mountain Advisors
Oregon
$7.67K +$55 +1 +0.7%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$5.66K
William Blair & Company
49
William Blair & Company
Illinois
$5.62K
SIS
50
Sound Income Strategies
Florida
$4.45K

LEGR Hedge Fund Activity: Q3 2025 in Review

55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2025, worth a combined $49.9M — up 20% from $41.4M a quarter earlier.

Fund positioning in LEGR was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.25M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $1.35M.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $49.9M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2025 was LPL Financial, an estimated $5.25M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2025 was F.L. Putnam Investment Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2025.