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First Trust Indxx Innovative Transaction & Process ETF

55 hedge funds and large institutions have $41.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $34.2M → $41.4M (+$7.16M)

4% more funds holding

Funds holding: 5355 (+2)

1.47% more ownership

Funds ownership: 37.97%39.43% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.9M +$232K +4,634 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$5.75M -$8.97K -179 -0.2%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$5.06M +$3.33M +66,462 +241%
Raymond James Financial
4
Raymond James Financial
Florida
$2.82M +$1.72M +34,384 +190%
Ameriprise
5
Ameriprise
Minnesota
$2.16M +$9.32K +186 +0.5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.15M -$100K -1,995 -5%
Bank of America
7
Bank of America
North Carolina
$2.09M -$90.7K -1,809 -4%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.5M +$8.87K +177 +0.6%
OMC
9
Old Mission Capital
Illinois
$1.45M +$1.35M +27,031 New
BEI
10
Benjamin Edwards Inc
Missouri
$1.36M +$1.27M +25,354 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.33M -$66.4K -1,326 -5%
OAM
12
Oppenheimer Asset Management
New York
$1.1M -$23.2K -463 -2%
Vontobel Holding
13
Vontobel Holding
Switzerland
$969K
EH
14
Equitable Holdings
New York
$822K +$100 +2 +0%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$704K +$26.2K +523 +4%
FA
16
Flagstar Advisors
New York
$693K -$7.47K -149 -1%
FTUS
17
Flow Traders U.S.
New York
$618K +$576K +11,485 New
WIP
18
WealthCare Investment Partners
Rhode Island
$528K -$44.5K -888 -8%
HighTower Advisors
19
HighTower Advisors
Illinois
$491K +$3.61K +72 +0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$401K -$27.3K -544 -7%
KAS
21
Kestra Advisory Services
Texas
$355K +$42.7K +852 +15%
BAM
22
Belpointe Asset Management
Nevada
$336K
IWM
23
IHT Wealth Management
Illinois
$299K +$251 +5 +0.1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$291K +$2.25K +45 +0.8%
OIA
25
OneDigital Investment Advisors
Kansas
$242K -$1.15K -23 -0.5%

LEGR Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q2 2025, worth a combined $41.4M — up 21% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LEGR positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was F.L. Putnam Investment Management, adding an estimated $3.33M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $474K sold.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $41.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 7 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q2 2025 was F.L. Putnam Investment Management, an estimated $3.33M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $474K sold.

Based on aggregated 13F filings for Q2 2025.