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 998,428 shares, which have been reported (via 13F filing form) to have a value of $57.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,547
shares
|
$378,482
0.02% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,977
shares
|
$345,530
0.0% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,938
shares
|
$343,275
0.0% of portfolio
|
Q3 2025
Added 10696.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
5,927
shares
|
$342,639
0.0% of portfolio
|
Q3 2025
Reduced 78.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,862
shares
|
$338,882
0.01% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,419
shares
|
$313,272
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,050
shares
|
$291,940
0.0% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,499
shares
|
$260,087
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,892
shares
|
$224,996
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,826
shares
|
$221,181
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,058
shares
|
$118,972
0.01% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,001
shares
|
$115,677
0.0% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,956
shares
|
$113,076
0.0% of portfolio
|
Q1 2024
Reduced 23.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,908
shares
|
$110,301
0.0% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,790
shares
|
$103,479
0.0% of portfolio
|
Q3 2025
Reduced 33.38%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,750
shares
|
$101,167
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,635
shares
|
$94,519
0.0% of portfolio
|
Q1 2023
Reduced 60.93%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,423
shares
|
$82,263
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,421
shares
|
$82,148
0.0% of portfolio
|
Q3 2025
Added 55.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
768
shares
|
$44,398
0.0% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
475
shares
|
$27,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
468
shares
|
$27,055
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
462
shares
|
$26,708
0.0% of portfolio
|
Q4 2021
Reduced 50.22%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
306
shares
|
$17,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
256
shares
|
$14,799
0.0% of portfolio
|
Q3 2025
New holding
|
|