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 65 institutions that hold shares in the stock, with a total of 863,405 shares, which have been reported (via 13F filing form) to have a value of $42.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
160
shares
|
$7,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
134
shares
|
$6,512
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
105
shares
|
$5,103
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
105
shares
|
$5,103
0.0% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$4,860
0.0% of portfolio
|
Q2 2023
Reduced 42.86%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$4,860
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
78
shares
|
$3,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
69
shares
|
$3,353
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
63
shares
|
$3,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
58
shares
|
$2,818
0.0% of portfolio
|
Q4 2023
Reduced 1.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,187
0.0% of portfolio
|
Q3 2022
Reduced 75.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45
shares
|
$2,187
0.0% of portfolio
|
Q2 2024
Reduced 98.07%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
11
shares
|
$534
0.0% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$48
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|