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First Trust Indxx Innovative Transaction & Process ETF

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.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

0% less capital invested

Capital invested by funds: $38.5M → $38.5M (-$51.7K)

1.07% less ownership

Funds ownership: 36.77%35.69% (-1.1%)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

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
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$10K
AAG
52
Armstrong Advisory Group
Massachusetts
$9.86K +$9.6K +288 New
AWM
53
Accel Wealth Management
Iowa
$8.56K
ASN
54
Advisory Services Network
Georgia
$8.25K +$8.03K +241 New
SWM
55
Sanctuary Wealth Management
Idaho
$7.74K +$7.53K +226 New
PA
56
PSI Advisors
Florida
$6.95K
CMA
57
Cedar Mountain Advisors
Oregon
$4.36K +$33 +1 +0.8%
CFD
58
Creative Financial Designs
Indiana
$3.6K
TWC
59
TD Waterhouse Canada
Ontario, Canada
$3.48K
JWA
60
JFS Wealth Advisors
Pennsylvania
$3.42K
William Blair & Company
61
William Blair & Company
Illinois
$3.42K
NA
62
NewEdge Advisors
Louisiana
$2.36K +$2.3K +69 New
CAS
63
Coppell Advisory Solutions
Texas
$2.03K +$1.97K +59 New
CASC
64
Coppell Advisory Solutions Corp
Texas
$2.03K +$1.97K +59 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.54K
RA
66
Rise Advisors
New York
$1.06K
VWM
67
Valley Wealth Managers
New Jersey
$308
Wells Fargo
68
Wells Fargo
California
$69 +$33 +1 +100%
OMC
69
Old Mission Capital
Illinois
-$1.89M -62,376 Closed
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
-$51K -1,703 Closed
OPW
71
Oxler Private Wealth
New York
-$96.2K -1,000 Closed
BWL
72
Bogart Wealth LLC
Virginia
-$10K -337 Closed

LEGR Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2022, worth a combined $38.5M — down 0.13% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LEGR positions and 5 closed out — a net gain of 8 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Alpha Omega Group, opening a new position worth an estimated $2.01M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 69 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $38.5M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2022, down 0.13% quarter-over-quarter.
  • 13 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2022 was Alpha Omega Group, an estimated $2.01M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2022 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2022.