First Trust Indxx Innovative Transaction & Process ETF
LEGR
55 hedge funds and large institutions have $41.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
21% more capital invested
Capital invested by funds: $34.2M → $41.4M (+$7.16M)
4% more funds holding
Funds holding: 53 → 55 (+2)
1.47% more ownership
Funds ownership: 37.97% → 39.43% (+1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$3.33M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.72M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.35M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.27M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$474K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$100K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$90.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$66.4K |
| 5 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$44.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Sound Income Strategies
Ft Lauderdale,
Florida
| $4.2K | – | – | – |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $2.96K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $2.42K | -$3.06K | -61 | -58% |
|
|
HFS
54
Hantz Financial Services
Southfield,
Michigan
| $1K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $35 | – | – | – |
|
|
PCIA
56
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$474K | -9,722 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$28.9K | -592 | Closed |
|
|
PA
58
PSI Advisors
Tampa,
Florida
| – | -$9.9K | -203 | Closed |
|
|
CCM
59
Coldstream Capital Management
Bellevue,
Washington
| – | -$6.83K | -140 | Closed |
|
LEGR Hedge Fund Activity: Q2 2025 in Review
55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2025, worth a combined $41.4M — up 21% from $34.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LEGR positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was F.L. Putnam Investment Management, adding an estimated $3.33M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $474K sold.
- 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2025, up from 53 in Q1 2025.
- Funds reported $41.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 7 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2025 was F.L. Putnam Investment Management, an estimated $3.33M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $474K sold.
Based on aggregated 13F filings for Q2 2025.