Institutional Ownership First Tr ETF Indxx Innovation (LEGR)
This table provides information about the institutional ownership of First Tr ETF Indxx Innovation (LEGR). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 870,130 shares, which have been reported (via 13F filing form) to have a value of $42.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,032
shares
|
$342,247
0.02% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,389
shares
|
$310,952
0.0% of portfolio
|
Q4 2024
Reduced 23.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,559
shares
|
$270,556
0.01% of portfolio
|
Q4 2024
Added 27.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
5,360
shares
|
$260,871
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,362
shares
|
$212,298
0.0% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,310
shares
|
$161,097
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,760
shares
|
$134,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,500
shares
|
$121,675
0.11% of portfolio
|
Q1 2023
Reduced 3.21%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,238
shares
|
$108,923
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,956
shares
|
$95,198
0.0% of portfolio
|
Q1 2024
Reduced 23.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,948
shares
|
$94,809
0.01% of portfolio
|
Q2 2024
Added 77.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,908
shares
|
$92,862
0.0% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,750
shares
|
$85,172
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,635
shares
|
$79,575
0.0% of portfolio
|
Q1 2023
Reduced 60.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
913
shares
|
$44,435
0.0% of portfolio
|
Q4 2024
Added 28.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
850
shares
|
$41,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
850
shares
|
$41,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
768
shares
|
$37,378
0.0% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
465
shares
|
$22,631
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
462
shares
|
$22,485
0.0% of portfolio
|
Q4 2021
Reduced 50.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
251
shares
|
$12,216
0.0% of portfolio
|
Q4 2024
Added 25000.0%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
250
shares
|
$12,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
203
shares
|
$9,880
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
179
shares
|
$8,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
160
shares
|
$7,787
0.0% of portfolio
|
Q2 2024
New holding
|