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First Trust Indxx Innovative Transaction & Process ETF
LEGR

71 hedge funds and large institutions have $59.1M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 67 → 71 (+4)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% less ownership

Funds ownership: 39.61% → 39.61% (-0%)

0% less capital invested

Capital invested by funds: $59.3M → $59.1M (-$287K)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.64M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$2.02M
3
Ameriprise
Ameriprise
Minnesota
+$1.95M
4
PFS
Prospera Financial Services
Texas
+$1.87M
5
Citadel Advisors
Citadel Advisors
Florida
+$794K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.74M
2
Osaic Holdings
Osaic Holdings
Arizona
-$811K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$739K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$641K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
51
Bogart Wealth LLC
Virginia
$14K – – –
MCC
52
Money Concepts Capital
Florida
$12K +$12.5K +300 New
CAL
53
Capital Analysts LLC
Pennsylvania
$11K – – –
AWM
54
Accel Wealth Management
Iowa
$10K – – –
TCWA
55
Ten Capital Wealth Advisors
Washington
$10K +$10.2K +245 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$8K – – –
PA
57
PSI Advisors
Florida
$8K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$7K +$5.68K +136 +302%
CMA
59
Cedar Mountain Advisors
Oregon
$5K +$42 +1 +0.8%
TWC
60
TD Waterhouse Canada
Ontario, Canada
$4.05K – – –
CFD
61
Creative Financial Designs
Indiana
$4K – – –
JWA
62
JFS Wealth Advisors
Pennsylvania
$4K – – –
William Blair & Company
63
William Blair & Company
Illinois
$4K – – –
RA
64
Rise Advisors
New York
$1K – – –
GRP
65
Global Retirement Partners
California
$1K +$1.42K +34 New
TRCT
66
Tower Research Capital (TRC)
New York
$1K +$1.46K +35 New
SWM
67
SeaCrest Wealth Management
New York
– -$212K -4,884 Closed
SFPG
68
Stonebridge Financial Planning Group
Florida
– -$105K -2,475 Closed
CFCI
69
Comprehensive Financial Consultants Institutional
Indiana
– -$62K -1,500 Closed
UBS Group
70
UBS Group
Switzerland
– -$12K -286 -96%
ME
71
McIlrath & Eck
Washington
– -$3K -70 Closed
Wells Fargo
72
Wells Fargo
California
– -$42 -1 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– +$42 +1 New
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
– +$125 +3 New
HFS
75
Hantz Financial Services
Michigan
– +$418 +10 New
1 2
3

LEGR Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2022, worth a combined $59.1M — down 0.48% from $59.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEGR positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $3.64M. The largest seller was Bank of America, cutting an estimated $4.74M.

  • 71 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $59.1M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2022, down 0.48% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2022 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2022 was Jane Street, an estimated $3.64M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2022 was Bank of America, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2022.