Purchases and Sales Made in Q1 2025 in First Tr ETF Indxx Innovation (LEGR)
This table provides information about the institutional ownership of First Tr ETF Indxx Innovation (LEGR) during Q1 2025. 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 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.5KNew |
$1.26M - $1.38M
|
27.5K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.72KNew |
$446K - $488K
|
9.72K
$501K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.52KNew |
$207K - $227K
|
4.52K
$233K
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.34K+ 2.46% |
$107K - $117K
|
97.4K
$5.02M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 1.25% |
$59.4K - $65K
|
105K
$5.41M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.08K+ 5.46% |
$49.6K - $54.4K
|
20.9K
$1.08M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
730+ 6.17% |
$33.5K - $36.7K
|
12.6K
$648K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
493+ 497.98% |
$22.6K - $24.8K
|
592
$30.5K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
492+ 1.24% |
$22.6K - $24.7K
|
40K
$2.06M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
475New |
$21.8K - $23.8K
|
475
$24.5K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
431+ 19.26% |
$19.8K - $21.6K
|
2.67K
$138K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
313+ 9.46% |
$14.3K - $15.7K
|
3.62K
$187K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
242+ 1.35% |
$11.1K - $12.2K
|
18.1K
$934K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
215+ 2.06% |
$9.86K - $10.8K
|
10.6K
$548K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140New |
$6.42K - $7.03K
|
140
$7.22K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110+ 5.65% |
$5.04K - $5.52K
|
2.06K
$106K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61+ 135.56% |
$2.8K - $3.06K
|
106
$5.47K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 6.7% |
$550 - $603
|
191
$9.85K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.43% |
$91.7 - $100
|
467
$24.1K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$45.8 - $50.2
|
5.56K
$287K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.75% |
$45.8 - $50.2
|
135
$6.96K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 47.62% |
$2.29K - $2.51K
|
55
$2.84K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-124- 0.81% |
$5.68K - $6.23K
|
15.3K
$788K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-250- 99.6% |
$11.5K - $12.6K
|
1
$51.6
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-364- 13.19% |
$16.7K - $18.3K
|
2.4K
$124K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-494- 5.82% |
$22.6K - $24.8K
|
8K
$412K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-578- 6.0% |
$26.5K - $29K
|
9.06K
$467K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-635- 9.94% |
$29.1K - $31.9K
|
5.75K
$297K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-692- 2.59% |
$31.7K - $34.7K
|
26K
$1.34M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-752- 5.46% |
$34.5K - $37.8K
|
13K
$672K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-785- 11.16% |
$36K - $39.4K
|
6.25K
$322K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.32K- 3.16% |
$60.6K - $66.4K
|
40.6K
$2.09M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.98K- 15.26% |
$228K - $250K
|
27.7K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.48K- 16.82% |
$389K - $426K
|
41.9K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20.4K- 91.77% |
$935K - $1.02M
|
1.83K
$94.3K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.8K- 21.78% |
$1.37M - $1.5M
|
107K
$5.52M
|