We are live on ! Find out more
LEGR icon

First Trust Indxx Innovative Transaction & Process ETF
LEGR

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.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1.36% less ownership

Funds ownership: 39.61% → 38.24% (-1.4%)

8% less funds holding

Funds holding: 71 → 65 (-6)

23% less capital invested

Capital invested by funds: $59.1M → $45.2M (-$13.8M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

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

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$779K
2
TA
TrueWealth Advisors
Alabama
+$647K
3
Vontobel Holding
Vontobel Holding
Switzerland
+$552K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$515K
5
EP
Eudaimonia Partners
Tennessee
+$269K

Top Sellers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
-$1.87M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.21M
3
KAS
Kestra Advisory Services
Texas
-$649K
4
IWC
Integrated Wealth Concepts
Massachusetts
-$540K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
PSI Advisors
Florida
$7K – – –
Wells Fargo
52
Wells Fargo
California
$5K +$5.08K +138 New
CMA
53
Cedar Mountain Advisors
Oregon
$4K – – –
CFD
54
Creative Financial Designs
Indiana
$4K – – –
TWC
55
TD Waterhouse Canada
Ontario, Canada
$3.4K – – –
JWA
56
JFS Wealth Advisors
Pennsylvania
$3K – – –
William Blair & Company
57
William Blair & Company
Illinois
$3K – – –
RA
58
Rise Advisors
New York
$1K +$37 +1 +3%
IAIM
59
International Assets Investment Management
Florida
$507 +$779K +21,180 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6 – – –
SWA
61
Stratos Wealth Advisors
Ohio
– -$1.87M -46,478 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$1.21M -29,880 Closed
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
– -$407K -10,100 Closed
JMPWA
64
JP Morgan Private Wealth Advisors
California
– -$279K -6,919 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– -$264K -6,560 Closed
SCA
66
Snowden Capital Advisors
New York
– -$233K -5,796 Closed
CAG
67
Csenge Advisory Group
Florida
– -$226K -5,604 Closed
IWA
68
Intercontinental Wealth Advisors
Texas
– -$207K -5,140 Closed
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
– -$201K -4,982 Closed
MCC
70
Money Concepts Capital
Florida
– -$12K -300 Closed
TCWA
71
Ten Capital Wealth Advisors
Washington
– -$10K -245 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– -$1K -35 Closed
GRP
73
Global Retirement Partners
California
– -$1K -34 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– +$258 +7 +700%
VWM
75
Valley Wealth Managers
New Jersey
– +$331 +9 New
1 2
3

LEGR Hedge Fund Activity: Q2 2022 in Review

65 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2022, worth a combined $45.2M — down 23% from $59.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEGR and 7 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $779K. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $1.87M sold.

  • 65 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2022, down from 71 in Q1 2022.
  • Funds reported $45.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2022 and 13 closed out, a net change of -6 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2022 was International Assets Investment Management, an estimated $779K added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2022 was Stratos Wealth Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2022.