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First Trust Indxx Innovative Transaction & Process ETF
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Overview Fund Activity

65 hedge funds and large institutions have $45.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
TrueWealth Advisors
Alabama
$1.09M
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$508K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.74M
4
EP
4
Eudaimonia Partners
Tennessee
$248K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.42M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$256K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$212K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$702K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$5.49M 162,301 +3,196 +2%
LPL Financial
2
LPL Financial
California
$5.1M 150,519 +434 +0.3%
Bank of America
3
Bank of America
North Carolina
$4.99M 147,268 -7,302 -5%
CFGS
4
Concourse Financial Group Securities
Alabama
$4.19M 123,798 +1,070 +0.9%
Jane Street
5
Jane Street
New York
$3.1M 91,401 -7,386 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.42M 71,466 +6,360 +10%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.78M 52,609 -3,329 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.74M 51,485 +13,994 +37%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.64M 48,568 -4,897 -9%
PFS
10
Prospera Financial Services
Texas
$1.51M 44,679 -175 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.17M 34,608 +2,441 +8%
TA
12
TrueWealth Advisors
Alabama
$1.09M 32,048 +17,577 +121%
KCIA
13
Kingsbury Capital Investment Advisors
Illinois
$975K 28,800 +844 +3%
SPIA
14
Steward Partners Investment Advisory
New York
$740K 21,853 +2,861 +15%
OAM
15
Oppenheimer Asset Management
New York
$711K 20,996 +664 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$702K 20,727 -14,164 -41%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$676K 19,973 +4,065 +26%
Truist Financial
18
Truist Financial
North Carolina
$632K 18,672 -142 -0.8%
GIA
19
Gladstone Institutional Advisory
Florida
$556K 16,426 -122 -0.7%
EH
20
Equitable Holdings
New York
$530K 15,645 +150 +1%
Vontobel Holding
21
Vontobel Holding
Switzerland
$508K 15,000 +15,000 New
WIP
22
WealthCare Investment Partners
Rhode Island
$479K 14,137 +1,014 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$478K 14,137 -1,486 -10%
RJA
24
Raymond James & Associates
Florida
$419K 12,363 -8,615 -41%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$417K 12,312 +399 +3%
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