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First Trust Indxx Innovative Transaction & Process ETF

64 hedge funds and large institutions have $49.4M invested in First Trust Indxx Innovative Transaction & Process ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more funds holding

Funds holding: 5864 (+6)

4.05% less ownership

Funds ownership: 44.77%40.72% (-4.1%)

12% less capital invested

Capital invested by funds: $55.9M → $49.4M (-$6.53M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
14
Closed
4
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.58M -$4.04M -67,020 -31%
Financial Engines Advisors
2
Financial Engines Advisors
California
$6.25M -$1.94M -32,175 -23%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.61M +$4.29M +71,193 +274%
Raymond James Financial
4
Raymond James Financial
Florida
$3.63M +$408K +6,771 +12%
KWA
5
Kingswood Wealth Advisors
California
$3.55M +$32.7K +542 +0.9%
Bank of America
6
Bank of America
North Carolina
$2.12M -$25K -414 -1%
Ameriprise
7
Ameriprise
Minnesota
$1.91M -$495K -8,207 -20%
SPIA
8
Steward Partners Investment Advisory
New York
$1.91M +$992K +16,455 +99%
BEI
9
Benjamin Edwards Inc
Missouri
$1.47M +$18.7K +310 +1%
First Trust Advisors
10
First Trust Advisors
Illinois
$1.31M
Osaic Holdings
11
Osaic Holdings
Arizona
$1.07M -$258K -4,285 -19%
Vontobel Holding
12
Vontobel Holding
Switzerland
$1.04M
FLPIM
13
F.L. Putnam Investment Management
Massachusetts
$958K -$684K -11,338 -41%
OAM
14
Oppenheimer Asset Management
New York
$929K -$191K -3,162 -16%
EH
15
Equitable Holdings
New York
$827K +$25.6K +424 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$771K +$4.28K +71 +0.5%
FA
17
Flagstar Advisors
New York
$696K +$3.32K +55 +0.5%
WIP
18
WealthCare Investment Partners
Rhode Island
$623K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$608K +$158K +2,626 +33%
BWM
20
Benson Wealth Management
Tennessee
$589K +$615K +10,191 New
HighTower Advisors
21
HighTower Advisors
Illinois
$531K +$1.08K +18 +0.2%
BAM
22
Belpointe Asset Management
Nevada
$378K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$320K +$334K +5,541 New
KAS
24
Kestra Advisory Services
Texas
$317K +$29.8K +494 +10%
Corient Private Wealth
25
Corient Private Wealth
Florida
$312K -$324K -5,368 -50%

LEGR Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) for Q1 2026, worth a combined $49.4M — down 12% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LEGR positions and 4 closed out — a net gain of 7 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.29M. The largest seller was LPL Financial, cutting an estimated $4.04M.

  • 64 institutional investors held First Trust Indxx Innovative Transaction & Process ETF (LEGR) as of Q1 2026, up from 58 in Q4 2025.
  • Funds reported $49.4M of First Trust Indxx Innovative Transaction & Process ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 11 funds opened new First Trust Indxx Innovative Transaction & Process ETF positions in Q1 2026 and 4 closed out, a net change of +7 holders.
  • The largest First Trust Indxx Innovative Transaction & Process ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $4.29M added.
  • The largest First Trust Indxx Innovative Transaction & Process ETF seller in Q1 2026 was LPL Financial, an estimated $4.04M sold.

Based on aggregated 13F filings for Q1 2026.