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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

65 hedge funds and large institutions have $45.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
TrueWealth Advisors
Alabama
$1.09M
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$508K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.74M
4
EP
4
Eudaimonia Partners
Tennessee
$248K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.42M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$256K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$212K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$702K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
PSI Advisors
Florida
$7K 203 – –
Wells Fargo
52
Wells Fargo
California
$5K 138 +138 New
CFD
53
Creative Financial Designs
Indiana
$4K 105 – –
CMA
54
Cedar Mountain Advisors
Oregon
$4K 124 – –
TWC
55
TD Waterhouse Canada
Ontario, Canada
$3.41K 100 – –
William Blair & Company
56
William Blair & Company
Illinois
$3K 100 – –
JWA
57
JFS Wealth Advisors
Pennsylvania
$3K 100 – –
RA
58
Rise Advisors
New York
$1K 31 +1 +3%
IAIM
59
International Assets Investment Management
Florida
$507 21,180 +21,180 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6 181 – –
SWA
61
Stratos Wealth Advisors
Ohio
– – -46,478 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– – -29,880 Closed
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
– – -10,100 Closed
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
– – -6,919 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– – -6,560 Closed
SCA
66
Snowden Capital Advisors
New York
– – -5,796 Closed
CAG
67
Csenge Advisory Group
Florida
– – -5,604 Closed
IWA
68
Intercontinental Wealth Advisors
Texas
– – -5,140 Closed
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
– – -4,982 Closed
MCC
70
Money Concepts Capital
Florida
– – -300 Closed
TCWA
71
Ten Capital Wealth Advisors
Washington
– – -245 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– – -35 Closed
GRP
73
Global Retirement Partners
California
– – -34 Closed
HFS
74
Hantz Financial Services
Michigan
$0 10 – –
BCMLT
75
Beacon Capital Management LLC (Tennessee)
Tennessee
$0 3 – –
1 2
3
4