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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

61 hedge funds and large institutions have $35.3M invested in First Trust Indxx Innovative Transaction & Process ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
15
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$761K
2
EA
2
Eudaimonia Advisors
Tennessee
$917K
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.57M
4
AOG
4
Alpha Omega Group
Virginia
$2.58M
5
EP
5
Eudaimonia Partners
Tennessee
$567K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$168K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.31M
4
TA
4
TrueWealth Advisors
Alabama
$222K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$9K 241 – –
PA
52
PSI Advisors
Florida
$7.58K 203 – –
TWC
53
TD Waterhouse Canada
Ontario, Canada
$7.51K 175 +75 +75%
CMA
54
Cedar Mountain Advisors
Oregon
$4.77K 128 +1 +0.8%
William Blair & Company
55
William Blair & Company
Illinois
$3.73K 100 – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.68K 45 – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.01K 27 +27 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$574 15,389 +140 +0.9%
VWM
59
Valley Wealth Managers
New Jersey
$336 9 – –
Wells Fargo
60
Wells Fargo
California
– – -2 Closed
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
– – -45,594 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– – -25,517 Closed
OC
63
Oppenheimer & Co
New York
– – -7,086 Closed
MCC
64
Money Concepts Capital
Florida
– – -494 Closed
RIA
65
Realta Investment Advisors
Delaware
– – -475 Closed
CFD
66
Creative Financial Designs
Indiana
– – -105 Closed
JWA
67
JFS Wealth Advisors
Pennsylvania
– – -100 Closed
NA
68
NewEdge Advisors
Louisiana
– – -69 Closed
CASC
69
Coppell Advisory Solutions Corp
Texas
– – -59 Closed
CAS
70
Coppell Advisory Solutions
Texas
– – -59 Closed
RA
71
Rise Advisors
New York
– – -31 Closed
HFS
72
Hantz Financial Services
Michigan
$0 10 – –
Toronto Dominion Bank
73
Toronto Dominion Bank
Ontario, Canada
$0 1 +1 New
1 2
3