Purchases and Sales Made in Q1 2023 in First Tr ETF Indxx Innovation (LEGR)
This table provides information about the institutional ownership of First Tr ETF Indxx Innovation (LEGR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF INDXX INNOVATION .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.4KNew |
$711K - $783K
|
20.4K
$963K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
17.4K+ 243.98% |
$607K - $669K
|
24.6K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.8K+ 29.79% |
$552K - $608K
|
68.9K
$3.26M
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
8.71K+ 14.44% |
$304K - $335K
|
69K
$3.26M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.8K+ 61.73% |
$202K - $223K
|
15.2K
$717K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.66K+ 6.18% |
$197K - $218K
|
97.2K
$4.59M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.4KNew |
$83.6K - $92.1K
|
2.4K
$113K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.62KNew |
$56.4K - $62.2K
|
1.62K
$76.4K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 12.48% |
$48K - $52.9K
|
12.4K
$586K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.29K+ 305.7% |
$44.9K - $49.5K
|
1.71K
$80.7K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 115.48% |
$36.2K - $39.9K
|
1.94K
$91.4K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
739New |
$25.8K - $28.4K
|
739
$34.9K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
730+ 28.56% |
$25.5K - $28.1K
|
3.29K
$155K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
348+ 3.1% |
$12.1K - $13.4K
|
11.6K
$547K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
160+ 1.83% |
$5.58K - $6.15K
|
8.93K
$422K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140+ 0.92% |
$4.88K - $5.38K
|
15.4K
$727K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
101+ 5.78% |
$3.52K - $3.88K
|
1.85K
$87.3K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75+ 75.0% |
$2.62K - $2.88K
|
175
$8.27K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$942 - $1.04K
|
27
$1.28K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$34.9 - $38.4
|
1
$47.2
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$34.9 - $38.4
|
128
$6.05K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$69.8 - $76.9
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13- 0.11% |
$453 - $500
|
12.3K
$581K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59Closed |
$2.06K - $2.27K
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-83- 0.4% |
$2.9K - $3.19K
|
20.8K
$981K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-83- 3.21% |
$2.9K - $3.19K
|
2.5K
$118K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-136- 1.1% |
$4.74K - $5.23K
|
12.3K
$579K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 17.15% |
$5.62K - $6.19K
|
778
$36.8K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-193- 3.16% |
$6.73K - $7.42K
|
5.91K
$279K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-200- 1.28% |
$6.98K - $7.69K
|
15.5K
$730K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-246- 0.25% |
$8.58K - $9.46K
|
98.8K
$4.67M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-354- 2.54% |
$12.3K - $13.6K
|
13.6K
$643K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-385- 44.66% |
$13.4K - $14.8K
|
477
$22.5K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-465- 6.7% |
$16.2K - $17.9K
|
6.47K
$306K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-708- 5.35% |
$24.7K - $27.2K
|
12.5K
$591K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-937- 8.32% |
$32.7K - $36K
|
10.3K
$488K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1K- 4.9% |
$35K - $38.6K
|
19.5K
$921K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 9.39% |
$44.6K - $49.2K
|
12.4K
$584K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 79.23% |
$62.7K - $69.1K
|
471
$22.3K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.16K- 7.39% |
$75.2K - $82.8K
|
27K
$1.28M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.55K- 60.93% |
$88.9K - $98K
|
1.64K
$77.2K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.15K- 7.44% |
$110K - $121K
|
39.2K
$1.85M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.74K- 92.29% |
$130K - $144K
|
312
$14.7K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.8K- 3.72% |
$167K - $184K
|
124K
$5.87M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.97K- 44.05% |
$173K - $191K
|
6.31K
$298K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.89K- 23.57% |
$205K - $226K
|
19.1K
$902K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-23.7K- 79.97% |
$827K - $912K
|
5.94K
$281K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30K- 32.69% |
$1.05M - $1.15M
|
61.8K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.4K- 94.5% |
$2.7M - $2.97M
|
4.5K
$213K
|