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First Trust Indxx Innovative Transaction & Process ETF
LEGR

Overview Fund Activity

61 hedge funds and large institutions have $29.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$535K
2
EP
2
Eudaimonia Partners
Tennessee
$1.06M
3
EA
3
Eudaimonia Advisors
Tennessee
$1.28M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$709K
5
AOG
5
Alpha Omega Group
Virginia
$3.13M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.24M
2
CFGS
2
Concourse Financial Group Securities
Alabama
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$6.24K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$6.24K 169 -18,730 -99%
CMA
52
Cedar Mountain Advisors
Oregon
$4.78K 130 +2 +2%
DFA
53
DHJJ Financial Advisors
Illinois
$3.88K 105 +105 New
William Blair & Company
54
William Blair & Company
Illinois
$3.69K 100 – –
TWC
55
TD Waterhouse Canada
Ontario, Canada
$3.65K 100 – –
CFD
56
Creative Financial Designs
Indiana
$2.49K 68 +68 New
CAS
57
Coppell Advisory Solutions
Texas
$2.03K 59 – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$1.74K 45 – –
VWM
59
Valley Wealth Managers
New Jersey
$332 9 – –
Toronto Dominion Bank
60
Toronto Dominion Bank
Ontario, Canada
$37 1 – –
CFGS
61
Concourse Financial Group Securities
Alabama
– – -125,310 Closed
FTUS
62
Flow Traders U.S.
New York
– – -17,917 Closed
IAIM
63
International Assets Investment Management
Florida
– – -16,345 Closed
GIA
64
Gladstone Institutional Advisory
Florida
– – -9,522 Closed
IGWM
65
ICA Group Wealth Management
Colorado
– – -2,863 Closed
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
– – -1,000 Closed
RIA
67
Realta Investment Advisors
Delaware
– – -475 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
– – -192 Closed
HFS
69
Hantz Financial Services
Michigan
$0 10 – –
1 2
3