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 716,554 shares, which have been reported (via 13F filing form) to have a value of $37 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
140
shares
|
$7,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
135
shares
|
$6,961
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
106
shares
|
$5,466
0.0% of portfolio
|
Q1 2025
Added 135.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
105
shares
|
$5,414
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
100
shares
|
$5,157
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
100
shares
|
$5,157
0.0% of portfolio
|
Q2 2023
Reduced 42.86%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
78
shares
|
$4,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
63
shares
|
$3,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
55
shares
|
$2,836
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45
shares
|
$2,320
0.0% of portfolio
|
Q2 2024
Reduced 98.07%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
11
shares
|
$567
0.0% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|