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First Trust Indxx Innovative Transaction & Process ETF

58 hedge funds and large institutions have $55.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $49.9M → $55.9M (+$6.09M)

5% more funds holding

Funds holding: 5558 (+3)

1.47% more ownership

Funds ownership: 43.3%44.77% (+1.5%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$298K -$56.4K -975 -16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$270K +$37.5K +647 +17%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$248K -$50.8K -878 -17%
Stifel Financial
29
Stifel Financial
Missouri
$229K +$1.62K +28 +0.7%
CWA
30
Crux Wealth Advisors
California
$227K +$221K +3,822 New
PFS
31
Prospera Financial Services
Texas
$215K +$209K +3,615 New
VPP
32
Vertex Planning Partners
Illinois
$208K +$203K +3,500 New
SIS
33
Sound Income Strategies
Florida
$169K +$154K +2,662 +3,413%
CIAS
34
Capital Investment Advisory Services
North Carolina
$122K
AWM
35
AE Wealth Management
Kansas
$116K -$2.6K -45 -2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$116K
Morgan Stanley
37
Morgan Stanley
New York
$107K +$289 +5 +0.3%
CTC
38
Central Trust Company
Missouri
$97.3K
ACA
39
Aptus Capital Advisors
Alabama
$84.7K
HI
40
Harbour Investments
Wisconsin
$82.6K -$1.91K -33 -2%
GRP
41
Global Retirement Partners
California
$45.7K
NS
42
NBC Securities
Alabama
$28.3K
IA
43
IFP Advisors
Florida
$27.8K
Wells Fargo
44
Wells Fargo
California
$26.8K +$25.9K +448 +22,400%
FFA
45
Farther Finance Advisors
California
$23.1K +$22.5K +388 New
AAP
46
Arax Advisory Partners
Colorado
$21.4K +$20.8K +360 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$21.4K +$20.8K +360 New
SFCL
48
Strengthening Families & Communities LLC
Massachusetts
$17.3K +$16.8K +291 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$15.3K +$58 +1 +0.4%
AssetMark Inc
50
AssetMark Inc
California
$15.2K +$1.16K +20 +8%

LEGR Hedge Fund Activity: Q4 2025 in Review

58 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2025, worth a combined $55.9M — up 12% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LEGR positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.32M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $2.39M.

  • 58 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2025, up from 55 in Q3 2025.
  • Funds reported $55.9M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 9 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2025 was Flow Traders U.S., an estimated $2.32M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2025 was F.L. Putnam Investment Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2025.