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 63 institutions that hold shares in the stock, with a total of 891,538 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 |
---|---|---|---|---|---|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
8,083
shares
|
$383,134
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
6,602
shares
|
$312,934
0.02% of portfolio
|
Q2 2024
Added 40.17%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,140
shares
|
$243,636
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
5,111
shares
|
$242,261
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,265
shares
|
$154,761
0.0% of portfolio
|
Q2 2024
Reduced 11.23%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$118,500
0.1% of portfolio
|
Q1 2023
Reduced 3.21%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,038
shares
|
$96,601
0.0% of portfolio
|
Q2 2024
Added 123.22%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,956
shares
|
$92,714
0.0% of portfolio
|
Q1 2024
Reduced 23.47%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,948
shares
|
$92,335
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
|
$90,439
0.0% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,822
shares
|
$86,362
0.0% of portfolio
|
Q2 2024
Added 592.78%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,750
shares
|
$82,950
0.04% of portfolio
|
Q3 2023
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
1,635
shares
|
$77,499
0.0% of portfolio
|
Q1 2023
Reduced 60.93%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,467
shares
|
$69,535
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,287
shares
|
$61,003
0.0% of portfolio
|
Q2 2024
Reduced 19.26%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,225
shares
|
$58,065
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
1,175
shares
|
$55,695
0.02% of portfolio
|
Q4 2021
New holding
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
888
shares
|
$42,091
0.02% of portfolio
|
Q2 2024
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
850
shares
|
$40,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
850
shares
|
$40,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
475
shares
|
$22,515
0.0% of portfolio
|
Q3 2024
Reduced 19.49%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
462
shares
|
$21,898
0.0% of portfolio
|
Q4 2021
Reduced 50.22%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
456
shares
|
$21,614
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
203
shares
|
$9,622
0.0% of portfolio
|
Q3 2021
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
160
shares
|
$7,584
0.0% of portfolio
|
Q2 2024
New holding
|