First Trust Indxx Innovative Transaction & Process ETF
LEGR
55 hedge funds and large institutions have $35.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7.54% more ownership
Funds ownership: 33.46% → 41% (+7.5%)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $35.4M → $35.2M (-$210K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$1.92M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$136K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$130K |
| 4 |
AOG
Alpha Omega Group
Reston,
Virginia
|
+$117K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$58.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$979K |
| 2 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$457K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$201K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$115K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $3.22K | – | – | – |
|
|
CAS
52
Coppell Advisory Solutions
Coppell,
Texas
| $2.69K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $2.09K | – | – | – |
|
|
HGERS
54
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $2K | +$2.96K | +63 | New |
|
|
HFS
55
Hantz Financial Services
Southfield,
Michigan
| $1K | – | – | – |
|
|
MFS
56
Mattson Financial Services
Kentwood,
Michigan
| – | -$457K | -10,514 | Closed |
|
|
57
Stifel Financial
St. Louis,
Missouri
| – | -$201K | -4,271 | Closed |
|
|
NS
58
NBC Securities
Birmingham,
Alabama
| – | -$22K | -475 | Closed |
|
59
JP Morgan Chase
New York
| – | -$9.41K | -200 | Closed |
|
LEGR Hedge Fund Activity: Q4 2024 in Review
55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2024, worth a combined $35.2M — down 0.59% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LEGR positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $1.92M. The largest seller was Jane Street, cutting an estimated $979K.
- 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $35.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2024, down 0.59% quarter-over-quarter.
- 6 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $1.92M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2024 was Jane Street, an estimated $979K sold.
Based on aggregated 13F filings for Q4 2024.