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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

69 hedge funds and large institutions have $38.5M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AOG
1
Alpha Omega Group
Virginia
$2.07M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.56M
3
Jane Street
3
Jane Street
New York
$3.14M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$385K
5
KAS
5
Kestra Advisory Services
Texas
$209K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.45M
3
LPL Financial
3
LPL Financial
California
$3.39M
4
Bank of America
4
Bank of America
North Carolina
$3.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$10K 281 – –
AAG
52
Armstrong Advisory Group
Massachusetts
$9.86K 288 +288 New
AWM
53
Accel Wealth Management
Iowa
$8.56K 250 – –
ASN
54
Advisory Services Network
Georgia
$8.25K 241 +241 New
SWM
55
Sanctuary Wealth Management
Idaho
$7.74K 226 +226 New
PA
56
PSI Advisors
Florida
$6.95K 203 – –
CMA
57
Cedar Mountain Advisors
Oregon
$4.36K 127 +1 +0.8%
CFD
58
Creative Financial Designs
Indiana
$3.6K 105 – –
TWC
59
TD Waterhouse Canada
Ontario, Canada
$3.48K 100 – –
JWA
60
JFS Wealth Advisors
Pennsylvania
$3.43K 100 – –
William Blair & Company
61
William Blair & Company
Illinois
$3.43K 100 – –
NA
62
NewEdge Advisors
Louisiana
$2.36K 69 +69 New
CASC
63
Coppell Advisory Solutions Corp
Texas
$2.03K 59 +59 New
CAS
64
Coppell Advisory Solutions
Texas
$2.03K 59 +59 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.55K 45 – –
RA
66
Rise Advisors
New York
$1.06K 31 – –
VWM
67
Valley Wealth Managers
New Jersey
$308 9 – –
Wells Fargo
68
Wells Fargo
California
$69 2 +1 +100%
OMC
69
Old Mission Capital
Illinois
– – -62,376 Closed
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
– – -1,703 Closed
OPW
71
Oxler Private Wealth
New York
– – -1,000 Closed
BWL
72
Bogart Wealth LLC
Virginia
– – -337 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– – -1 Closed
PA
74
Parallel Advisors
California
– – – –
HFS
75
Hantz Financial Services
Michigan
$0 10 – –
1 2
3