We are live on ! Find out more
LEGR icon

First Trust Indxx Innovative Transaction & Process ETF

51 hedge funds and large institutions have $42.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $29.2M → $42.2M (+$12.9M)

9% more funds holding

Funds holding: 4751 (+4)

1.39% more ownership

Funds ownership: 36.34%37.73% (+1.4%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.7M +$1.37M +32,721 +15%
LPL Financial
2
LPL Financial
California
$5.47M +$1.63M +39,087 +43%
CFGS
3
Concourse Financial Group Securities
Alabama
$5.06M +$5.02M +119,991 +230,752%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.72M +$2.26M +53,953 +511%
First Trust Advisors
5
First Trust Advisors
Illinois
$2.26M +$212K +5,058 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2M +$147K +3,508 +8%
SWA
7
Stratos Wealth Advisors
Ohio
$1.99M -$75.3K -1,800 -4%
Jane Street
8
Jane Street
New York
$1.75M +$170K +4,053 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.67M +$250K +5,970 +18%
KAS
10
Kestra Advisory Services
Texas
$822K +$815K +19,492 New
FTUS
11
Flow Traders U.S.
New York
$651K +$646K +15,444 New
OAM
12
Oppenheimer Asset Management
New York
$635K +$134K +3,208 +27%
EH
13
Equitable Holdings
New York
$572K +$9.45K +226 +2%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$518K +$514K +12,278 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$513K +$135K +3,222 +36%
TA
16
TrueWealth Advisors
Alabama
$444K +$441K +10,538 New
RJA
17
Raymond James & Associates
Florida
$443K +$192K +4,602 +78%
Truist Financial
18
Truist Financial
North Carolina
$369K -$45.6K -1,090 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$366K +$19.9K +476 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$353K -$44.6K -1,067 -11%
OC
21
Oppenheimer & Co
New York
$343K +$106K +2,526 +45%
SWP
22
Stratos Wealth Partners
Ohio
$318K +$315K +7,530 New
KPWS
23
Kestra Private Wealth Services
Texas
$298K +$296K +7,075 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$273K +$7.32K +175 +3%
Citigroup
25
Citigroup
New York
$232K +$16.7K +400 +8%

LEGR Hedge Fund Activity: Q2 2021 in Review

51 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2021, worth a combined $42.2M — up 44% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEGR positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Concourse Financial Group Securities, adding an estimated $5.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.48M sold.

  • 51 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2021, up from 47 in Q1 2021.
  • Funds reported $42.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2021, up 44% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2021 was Concourse Financial Group Securities, an estimated $5.02M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2021.