Purchases and Sales Made in Q4 2021 in First Tr ETF Indxx Innovation (LEGR)
This table provides information about the institutional ownership of First Tr ETF Indxx Innovation (LEGR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.6K+ 168.64% |
$2.96M - $3.17M
|
112K
$5.31M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 100.57% |
$680K - $727K
|
32.3K
$1.53M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$635K - $679K
|
15.1K
$714K
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.1KNew |
$424K - $453K
|
10.1K
$477K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 115.61% |
$424K - $453K
|
18.8K
$889K
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.62KNew |
$404K - $432K
|
9.62K
$454K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.56K+ 92.59% |
$401K - $429K
|
19.9K
$939K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.33K+ 165.64% |
$392K - $419K
|
15K
$707K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.33K+ 165.64% |
$392K - $419K
|
15K
$707K
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.63KNew |
$320K - $342K
|
7.63K
$360K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7K+ 4.66% |
$294K - $314K
|
157K
$7.42M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.85K+ 37.57% |
$246K - $263K
|
21.4K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.73KNew |
$241K - $257K
|
5.73K
$271K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.98KNew |
$209K - $223K
|
4.98K
$235K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.88KNew |
$205K - $219K
|
4.88K
$231K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.28K+ 5.45% |
$180K - $192K
|
82.8K
$3.91M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.76K+ 3.06% |
$158K - $169K
|
127K
$5.98M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.5KNew |
$63K - $67.3K
|
1.5K
$70.9K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.43K+ 23.37% |
$59.9K - $64K
|
7.53K
$356K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.41K+ 7.87% |
$59.2K - $63.3K
|
19.3K
$914K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 13.86% |
$55.2K - $59K
|
10.8K
$510K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.18KNew |
$49.3K - $52.7K
|
1.18K
$55.5K
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 8.66% |
$48.4K - $51.8K
|
14.5K
$684K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
827+ 3.58% |
$34.7K - $37.1K
|
23.9K
$1.13M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
617+ 8.23% |
$25.9K - $27.7K
|
8.12K
$383K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
461+ 2.78% |
$19.4K - $20.7K
|
17.1K
$805K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
350+ 16.47% |
$14.7K - $15.7K
|
2.48K
$117K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
337New |
$14.2K - $15.1K
|
337
$15.9K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
288+ 2.33% |
$12.1K - $12.9K
|
12.6K
$597K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
281New |
$11.8K - $12.6K
|
281
$13.3K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
265+ 4.21% |
$11.1K - $11.9K
|
6.56K
$310K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
175+ 1.12% |
$7.35K - $7.86K
|
15.8K
$749K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$4.2K - $4.49K
|
100
$4.72K
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
35+ 1.37% |
$1.47K - $1.57K
|
2.58K
$122K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
30New |
$1.26K - $1.35K
|
30
$1.42K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9New |
$378 - $404
|
9
$425
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.77% |
$336 - $359
|
1.05K
$49.6K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.01% |
$126 - $135
|
21.4K
$1.01M
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.94% |
$42 - $44.9
|
107
$5.05K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1+ 0.0% |
$42 - $44.9
|
53.8K
$2.54M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34Closed |
$1.43K - $1.53K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-62Closed |
$2.6K - $2.78K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-232- 50.22% |
$9.74K - $10.4K
|
230
$10.9K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-235- 44.09% |
$9.87K - $10.5K
|
298
$14.1K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-369- 30.07% |
$15.5K - $16.6K
|
858
$40.5K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-412- 0.88% |
$17.3K - $18.5K
|
46.5K
$2.2M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-958- 23.12% |
$40.2K - $43K
|
3.19K
$150K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.39K- 0.52% |
$58.3K - $62.4K
|
268K
$12.7M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.65K- 82.76% |
$69.2K - $73.9K
|
343
$16.2K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.96K- 31.68% |
$124K - $133K
|
6.37K
$301K
|