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First Trust Indxx Innovative Transaction & Process ETF

71 hedge funds and large institutions have $59.1M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 6771 (+4)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% less ownership

Funds ownership: 39.61%39.61% (-0%)

0% less capital invested

Capital invested by funds: $59.3M → $59.1M (-$287K)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$6.41M +$1.95M +46,691 +42%
Bank of America
2
Bank of America
North Carolina
$6.23M -$4.74M -113,386 -42%
LPL Financial
3
LPL Financial
California
$6.05M -$296K -7,081 -5%
CFGS
4
Concourse Financial Group Securities
Alabama
$4.95M -$162K -3,874 -3%
Jane Street
5
Jane Street
New York
$3.98M +$3.64M +87,094 +745%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.62M -$739K -17,681 -21%
Financial Engines Advisors
7
Financial Engines Advisors
California
$2.25M +$2.02M +48,309 +633%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.15M -$13.1K -314 -0.6%
SWA
9
Stratos Wealth Advisors
Ohio
$1.87M -$752 -18 -0%
PFS
10
Prospera Financial Services
Texas
$1.81M +$1.87M +44,854 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.51M -$641K -15,342 -29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.41M +$108K +2,581 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.3M -$811K -19,396 -38%
Citadel Advisors
14
Citadel Advisors
Florida
$1.21M +$794K +18,996 +175%
KCIA
15
Kingsbury Capital Investment Advisors
Illinois
$1.13M +$1.17M +27,956 New
KAS
16
Kestra Advisory Services
Texas
$1.02M +$52.9K +1,266 +5%
RJA
17
Raymond James & Associates
Florida
$845K -$18.4K -441 -2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$844K -$20.2K -483 -2%
OAM
19
Oppenheimer Asset Management
New York
$819K +$41.3K +989 +5%
OC
20
Oppenheimer & Co
New York
$813K +$12K +286 +1%
SPIA
21
Steward Partners Investment Advisory
New York
$765K +$81.2K +1,942 +11%
Truist Financial
22
Truist Financial
North Carolina
$758K
GIA
23
Gladstone Institutional Advisory
Florida
$667K +$66.5K +1,590 +11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$641K -$473K -11,324 -42%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$629K +$202K +4,831 +45%

LEGR Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2022, worth a combined $59.1M — down 0.48% from $59.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEGR positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $3.64M. The largest seller was Bank of America, cutting an estimated $4.74M.

  • 71 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $59.1M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2022, down 0.48% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2022 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2022 was Jane Street, an estimated $3.64M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2022 was Bank of America, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2022.