First Trust Indxx Innovative Transaction & Process ETF
LEGR
55 hedge funds and large institutions have $49.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.
20% more capital invested
Capital invested by funds: $41.4M → $49.9M (+$8.48M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
3.86% more ownership
Funds ownership: 39.43% → 43.3% (+3.9%)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.25M |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$3.24M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$1.96M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$321K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$1.35M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$743K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$526K |
| 5 |
Jane Street
New York
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
51
CKW Financial Group
Honolulu,
Hawaii
| $3K | +$2.73K | +50 | New |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $2.53K | – | – | – |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $1.29K | +$1.25K | +23 | New |
|
|
HFS
54
Hantz Financial Services
Southfield,
Michigan
| $1K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $91 | +$55 | +1 | +100% |
|
|
56
Jane Street
New York
| – | -$224K | -4,163 | Closed |
|
|
AAP
57
Arax Advisory Partners
Denver,
Colorado
| – | -$98.4K | -1,828 | Closed |
|
|
GWANC
58
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$76.5K | -1,422 | Closed |
|
|
TPWA
59
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$56.2K | -1,031 | Closed |
|
|
DFA
60
DHJJ Financial Advisors
Naperville,
Illinois
| – | -$5.65K | -105 | Closed |
|
LEGR Hedge Fund Activity: Q3 2025 in Review
55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2025, worth a combined $49.9M — up 20% from $41.4M a quarter earlier.
Fund positioning in LEGR was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.25M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $1.35M.
- 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $49.9M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2025, up 20% quarter-over-quarter.
- 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
- The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2025 was LPL Financial, an estimated $5.25M added.
- The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2025 was F.L. Putnam Investment Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2025.