Latest Institutional Transactions on First Tr ETF Indxx Innovation (LEGR)
This table provides information on the latest institutional transactions involving First Tr ETF Indxx Innovation (LEGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
20.3K+ 54.22% |
$834K - $906K
|
57.8K
$2.72M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
247+ 108.33% |
$9.79K - $10.7K
|
475
$22.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.48K- 6.09% |
$58.7K - $64.1K
|
22.9K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
9.6K+ 31.64% |
$381K - $415K
|
39.9K
$1.88M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-600- 23.47% |
$23.8K - $26K
|
1.96K
$92.3K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159+ 79.5% |
$5.59K - $6.53K
|
359
$16.9K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 10.0% |
$35.1 - $41.1
|
11
$519
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 1.69% |
$35.1 - $41.1
|
58
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.06K- 31.88% |
$107K - $125K
|
6.53K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
266New |
$9.34K - $10.9K
|
266
$12.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.92KNew |
$173K - $202K
|
4.92K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-161- 17.24% |
$5.66K - $6.61K
|
773
$36.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
262New |
$9.2K - $10.8K
|
262
$12.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-281- 4.34% |
$10.3K - $11.2K
|
6.2K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.75KNew |
$64.1K - $69.7K
|
1.75K
$82.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
716New |
$26.2K - $28.5K
|
716
$33.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
46+ 0.15% |
$1.68K - $1.83K
|
31K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
105New |
$3.84K - $4.18K
|
105
$4.95K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.2K- 73.96% |
$43.8K - $47.7K
|
421
$19.9K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75- 42.86% |
$2.74K - $2.95K
|
100
$4.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
973+ 3603.7% |
$35.6K - $38.3K
|
1K
$47.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.78K- 22.57% |
$102K - $109K
|
9.52K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$655K - $705K
|
17.9K
$845K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
475New |
$17.4K - $18.7K
|
475
$22.4K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.4KNew |
$711K - $783K
|
20.4K
$961K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-83- 3.21% |
$2.9K - $3.19K
|
2.5K
$118K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$34.9 - $38.4
|
1
$47.2
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.55K- 60.93% |
$88.9K - $98K
|
1.64K
$77.1K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-23.7K- 79.97% |
$827K - $912K
|
5.94K
$280K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
59New |
$1.78K - $2.12K
|
59
$2.78K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
69New |
$2.08K - $2.48K
|
69
$3.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
494New |
$14.9K - $17.7K
|
494
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
226New |
$6.81K - $8.11K
|
226
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.62K+ 6.8% |
$48.9K - $58.3K
|
25.5K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.96K- 21.62% |
$58.9K - $70.1K
|
7.09K
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-679- 9.84% |
$20.5K - $24.4K
|
6.22K
$293K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$421K - $501K
|
14K
$659K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
288New |
$8.68K - $10.3K
|
288
$13.6K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$30.3K - $36.3K
|
1K
$47.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-136- 75.14% |
$4.12K - $4.94K
|
45
$2.12K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-3.19K- 11.09% |
$96.7K - $116K
|
25.6K
$1.21M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.92KClosed |
$234K - $283K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-107Closed |
$3.62K - $4.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35Closed |
$1.19K - $1.43K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.77K- 87.29% |
$60K - $72.5K
|
258
$12.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.88KNew |
$165K - $200K
|
4.88K
$230K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-245Closed |
$8.3K - $10K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.7K- 70.16% |
$497K - $601K
|
6.25K
$295K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-175- 0.39% |
$5.93K - $7.16K
|
44.7K
$2.11M
|
|