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First Trust Indxx Innovative Transaction & Process ETF

58 hedge funds and large institutions have $55.9M invested in First Trust Indxx Innovative Transaction & Process ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $49.9M → $55.9M (+$6.09M)

5% more funds holding

Funds holding: 5558 (+3)

1.47% more ownership

Funds ownership: 43.3%44.77% (+1.5%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.8M +$571K +9,859 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$8.35M -$147K -2,548 -2%
KWA
3
Kingswood Wealth Advisors
California
$3.63M +$88K +1,520 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$3.33M +$154K +2,663 +5%
FTUS
5
Flow Traders U.S.
New York
$3.17M +$2.32M +40,136 +304%
Ameriprise
6
Ameriprise
Minnesota
$2.46M +$624K +10,772 +35%
Bank of America
7
Bank of America
North Carolina
$2.21M -$79.4K -1,371 -4%
FLPIM
8
F.L. Putnam Investment Management
Massachusetts
$1.66M -$2.39M -41,282 -60%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.55M -$19K -329 -1%
BEI
10
Benjamin Edwards Inc
Missouri
$1.5M -$3.42K -59 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.36M +$35.3K +609 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.35M -$295K -5,100 -18%
OAM
13
Oppenheimer Asset Management
New York
$1.14M -$55.5K -959 -5%
Jane Street
14
Jane Street
New York
$1.14M +$1.11M +19,143 New
Vontobel Holding
15
Vontobel Holding
Switzerland
$1.07M
SPIA
16
Steward Partners Investment Advisory
New York
$988K +$617K +10,661 +180%
EH
17
Equitable Holdings
New York
$802K -$11.6K -200 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$790K -$16.5K -285 -2%
FA
19
Flagstar Advisors
New York
$714K +$2.89K +50 +0.4%
WIP
20
WealthCare Investment Partners
Rhode Island
$649K +$31K +536 +5%
Corient Private Wealth
21
Corient Private Wealth
Florida
$640K +$309K +5,343 +99%
HighTower Advisors
22
HighTower Advisors
Illinois
$546K +$1.74K +30 +0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$470K +$7.35K +127 +2%
BAM
24
Belpointe Asset Management
Nevada
$390K
IWM
25
IHT Wealth Management
Illinois
$349K +$116 +2 +0%

LEGR Hedge Fund Activity: Q4 2025 in Review

58 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q4 2025, worth a combined $55.9M — up 12% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LEGR positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.32M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $2.39M.

  • 58 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q4 2025, up from 55 in Q3 2025.
  • Funds reported $55.9M of First Trust Indxx Innovative Transaction & Process ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 9 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q4 2025 was Flow Traders U.S., an estimated $2.32M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q4 2025 was F.L. Putnam Investment Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2025.