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First Trust Indxx Innovative Transaction & Process ETF

55 hedge funds and large institutions have $35.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

2.36% less ownership

Funds ownership: 35.82%33.46% (-2.4%)

5% less capital invested

Capital invested by funds: $37.3M → $35.4M (-$1.94M)

7% less funds holding

Funds holding: 5955 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.88M -$266K -5,981 -5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$4.52M -$935K -21,018 -18%
AOG
3
Alpha Omega Group
Virginia
$4.36M +$14.4K +323 +0.4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.49M +$392K +8,820 +20%
Bank of America
5
Bank of America
North Carolina
$1.98M -$332K -7,460 -15%
Ameriprise
6
Ameriprise
Minnesota
$1.84M +$76.9K +1,730 +5%
Jane Street
7
Jane Street
New York
$1.59M -$1.28M -28,859 -46%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.54M +$13.3K +300 +0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.28M +$36.1K +811 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$988K +$265K +5,953 +40%
AAP
11
Arax Advisory Partners
Colorado
$987K +$129K +2,895 +16%
OAM
12
Oppenheimer Asset Management
New York
$938K -$83.7K -1,881 -9%
Vontobel Holding
13
Vontobel Holding
Switzerland
$847K
EH
14
Equitable Holdings
New York
$751K -$31K -698 -4%
FA
15
Flagstar Advisors
New York
$644K +$3.2K +72 +0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$567K -$59.8K -1,345 -10%
WIP
17
WealthCare Investment Partners
Rhode Island
$492K -$13.8K -310 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$479K -$4.14K -93 -0.9%
MFS
19
Mattson Financial Services
Michigan
$457K -$7.87K -177 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$445K -$39.3K -883 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$421K -$15.9K -358 -4%
KAS
22
Kestra Advisory Services
Texas
$392K -$92.3K -2,075 -20%
RJA
23
Raymond James & Associates
Florida
$386K +$5.51K +124 +2%
BAM
24
Belpointe Asset Management
Nevada
$331K +$19.1K +430 +7%
Corient Private Wealth
25
Corient Private Wealth
Florida
$252K +$9.78K +220 +4%

LEGR Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2024, worth a combined $35.4M — down 5.2% from $37.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LEGR and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $392K. The largest seller was Gradient Investments, exiting entirely with an estimated $2.51M sold.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $35.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2024 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $392K added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2024 was Gradient Investments, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.