We are live on ! Find out more
LEGR icon

First Trust Indxx Innovative Transaction & Process ETF

55 hedge funds and large institutions have $49.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $41.4M → $49.9M (+$8.48M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3.86% more ownership

Funds ownership: 39.43%43.3% (+3.9%)

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.6M +$5.25M +96,108 +88%
Financial Engines Advisors
2
Financial Engines Advisors
California
$8.03M +$1.96M +35,948 +34%
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$3.89M -$1.35M -24,785 -26%
KWA
4
Kingswood Wealth Advisors
California
$3.34M +$3.24M +59,414 New
Raymond James Financial
5
Raymond James Financial
Florida
$3M +$45.8K +839 +2%
Bank of America
6
Bank of America
North Carolina
$2.16M -$17.2K -316 -0.8%
Ameriprise
7
Ameriprise
Minnesota
$1.72M -$526K -9,639 -24%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.56M -$2.84K -52 -0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.48M -$743K -13,608 -34%
BEI
10
Benjamin Edwards Inc
Missouri
$1.42M -$7.97K -146 -0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.21M -$136K -2,485 -10%
OAM
12
Oppenheimer Asset Management
New York
$1.14M -$13.1K -240 -1%
Vontobel Holding
13
Vontobel Holding
Switzerland
$1.01M
EH
14
Equitable Holdings
New York
$769K -$87.3K -1,600 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$762K +$25.9K +475 +4%
FTUS
16
Flow Traders U.S.
New York
$741K +$93K +1,704 +15%
FA
17
Flagstar Advisors
New York
$671K -$50.8K -930 -7%
WIP
18
WealthCare Investment Partners
Rhode Island
$580K +$25.9K +474 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$515K +$982 +18 +0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$437K +$17.7K +325 +4%
BAM
21
Belpointe Asset Management
Nevada
$368K +$16.4K +300 +5%
KAS
22
Kestra Advisory Services
Texas
$336K -$34.3K -629 -10%
SPIA
23
Steward Partners Investment Advisory
New York
$334K +$321K +5,883 +10,696%
OMC
24
Old Mission Capital
Illinois
$333K -$1.15M -21,104 -78%
IWM
25
IHT Wealth Management
Illinois
$330K +$16.2K +297 +5%

LEGR Hedge Fund Activity: Q3 2025 in Review

55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q3 2025, worth a combined $49.9M — up 20% from $41.4M a quarter earlier.

Fund positioning in LEGR was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.25M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $1.35M.

  • 55 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $49.9M of First Trust Indxx Innovative Transaction & Process ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 5 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q3 2025 was LPL Financial, an estimated $5.25M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q3 2025 was F.L. Putnam Investment Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2025.