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First Trust Indxx Innovative Transaction & Process ETF

53 hedge funds and large institutions have $34.2M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $35.2M → $34.2M (-$960K)

3.03% less ownership

Funds ownership: 41%37.97% (-3%)

4% less funds holding

Funds holding: 5553 (-2)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$5.22M -$1.45M -29,812 -22%
LPL Financial
2
LPL Financial
California
$5.12M +$63.1K +1,295 +1%
AOG
3
Alpha Omega Group
Virginia
$4.75M +$114K +2,336 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.04M -$413K -8,476 -17%
Bank of America
5
Bank of America
North Carolina
$1.98M -$64.5K -1,323 -3%
Ameriprise
6
Ameriprise
Minnesota
$1.95M +$24K +492 +1%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.35M -$243K -4,981 -15%
FLPIM
8
F.L. Putnam Investment Management
Massachusetts
$1.34M +$1.34M +27,521 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.27M +$9.79K +201 +0.8%
OAM
10
Oppenheimer Asset Management
New York
$1.02M +$52.8K +1,083 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$883K +$11.8K +242 +1%
Vontobel Holding
12
Vontobel Holding
Switzerland
$878K
EH
13
Equitable Holdings
New York
$745K -$6.04K -124 -0.8%
FA
14
Flagstar Advisors
New York
$635K -$36.6K -752 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$613K +$35.6K +730 +6%
WIP
16
WealthCare Investment Partners
Rhode Island
$489K +$10.5K +215 +2%
PCIA
17
Prime Capital Investment Advisors
Kansas
$474K +$474K +9,722 New
HighTower Advisors
18
HighTower Advisors
Illinois
$442K -$28.2K -578 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$390K -$24.1K -494 -6%
BAM
20
Belpointe Asset Management
Nevada
$305K -$38.3K -785 -11%
KAS
21
Kestra Advisory Services
Texas
$281K -$30.9K -635 -10%
IWM
22
IHT Wealth Management
Illinois
$271K +$49 +1 +0%
Corient Private Wealth
23
Corient Private Wealth
Florida
$261K
OIA
24
OneDigital Investment Advisors
Kansas
$221K +$220K +4,522 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$213K

LEGR Hedge Fund Activity: Q1 2025 in Review

53 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2025, worth a combined $34.2M — down 2.7% from $35.2M a quarter earlier.

Fund positioning in LEGR was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $1.34M. The largest seller was Financial Engines Advisors, cutting an estimated $1.45M.

  • 53 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2025, down from 55 in Q4 2024.
  • Funds reported $34.2M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
  • 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2025 was F.L. Putnam Investment Management, an estimated $1.34M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2025.