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First Trust Indxx Innovative Transaction & Process ETF

67 hedge funds and large institutions have $59.3M invested in First Trust Indxx Innovative Transaction & Process ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

20% more funds holding

Funds holding: 5667 (+11)

12% more capital invested

Capital invested by funds: $53.2M → $59.3M (+$6.16M)

0.94% less ownership

Funds ownership: 40.55%39.61% (-0.94%)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
25
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
51
Bogart Wealth LLC
Virginia
$15K +$14.7K +337 New
UBS Group
52
UBS Group
Switzerland
$13K -$10.2K -235 -44%
CAL
53
Capital Analysts LLC
Pennsylvania
$12K +$12.2K +281 New
AWM
54
Accel Wealth Management
Iowa
$11K
APA
55
American Portfolios Advisors
New York
$9.99K +$10K +230 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$9K
PA
57
PSI Advisors
Florida
$9K
CMA
58
Cedar Mountain Advisors
Oregon
$5K
CFD
59
Creative Financial Designs
Indiana
$5K
TWC
60
TD Waterhouse Canada
Ontario, Canada
$4.42K +$4.35K +100 New
JWA
61
JFS Wealth Advisors
Pennsylvania
$4K
William Blair & Company
62
William Blair & Company
Illinois
$4K
ME
63
McIlrath & Eck
Washington
$3K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$2K
RA
65
Rise Advisors
New York
$1.31K +$1.3K +30 New
SWP
66
Stratos Wealth Partners
Ohio
-$323K -7,657 Closed
CA
67
Cetera Advisors
Colorado
-$322K -7,640 Closed
TC
68
TownSquare Capital
Utah
-$244K -3,266 Closed
TFS
69
TrustCore Financial Services
Tennessee
-$3K -62 Closed
GRP
70
Global Retirement Partners
California
-$1K -34 Closed
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
+$391 +9 New

LEGR Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2021, worth a combined $59.3M — up 12% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LEGR positions and 5 closed out — a net gain of 11 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.07M. The largest seller was Susquehanna International Group, cutting an estimated $889K.

  • 67 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $59.3M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 16 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2021 and 5 closed out, a net change of +11 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2021 was Ameriprise, an estimated $3.07M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2021 was Susquehanna International Group, an estimated $889K sold.

Based on aggregated 13F filings for Q4 2021.