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 869,854 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 |
Feb 21, 2025 Q4 2024 |
160
shares
|
$7,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
135
shares
|
$6,238
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
105
shares
|
$4,852
0.0% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
105
shares
|
$4,852
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,621
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$4,621
0.0% of portfolio
|
Q2 2023
Reduced 42.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
99
shares
|
$4,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
78
shares
|
$3,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
69
shares
|
$3,188
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
63
shares
|
$2,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
58
shares
|
$2,680
0.0% of portfolio
|
Q4 2023
Reduced 1.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
45
shares
|
$2,079
0.0% of portfolio
|
Q3 2022
Reduced 75.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45
shares
|
$2,079
0.0% of portfolio
|
Q2 2024
Reduced 98.07%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
11
shares
|
$508
0.0% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|