Purchases and Sales Made in Q4 2023 in First Tr ETF Indxx Innovation (LEGR)
This table provides information about the institutional ownership of First Tr ETF Indxx Innovation (LEGR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.1K+ 113.36% |
$810K - $947K
|
43.4K
$2.02M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.1K+ 19.39% |
$494K - $577K
|
86.5K
$4.02M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 14.06% |
$460K - $538K
|
106K
$4.93M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
9.35K+ 120.28% |
$328K - $384K
|
17.1K
$795K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.71K+ 37.75% |
$236K - $275K
|
24.5K
$1.14M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 27.99% |
$223K - $261K
|
29K
$1.35M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.28K+ 220.25% |
$221K - $258K
|
9.13K
$424K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.14KNew |
$181K - $211K
|
5.14K
$239K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.92KNew |
$173K - $202K
|
4.92K
$228K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.39KNew |
$154K - $180K
|
4.39K
$204K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.33KNew |
$82K - $95.8K
|
2.33K
$108K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.1KNew |
$38.6K - $45.2K
|
1.1K
$51.1K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05K+ 331.55% |
$36.9K - $43.2K
|
1.37K
$63.5K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
813+ 12.01% |
$28.6K - $33.4K
|
7.58K
$352K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
404+ 2.04% |
$14.2K - $16.6K
|
20.2K
$937K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
401+ 75.52% |
$14.1K - $16.5K
|
932
$43.3K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
318+ 2.19% |
$11.2K - $13.1K
|
14.8K
$688K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
266New |
$9.34K - $10.9K
|
266
$12.3K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
262New |
$9.2K - $10.8K
|
262
$12.2K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
259+ 3.25% |
$9.1K - $10.6K
|
8.22K
$381K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
232+ 13.8% |
$8.15K - $9.53K
|
1.91K
$88.8K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228New |
$8.01K - $9.36K
|
228
$10.6K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96+ 0.93% |
$3.37K - $3.94K
|
10.4K
$485K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
81+ 6.29% |
$2.85K - $3.33K
|
1.37K
$63.5K
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
55+ 0.06% |
$1.93K - $2.26K
|
85K
$3.95M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.67% |
$105 - $123
|
454
$21.1K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$70.3 - $82.1
|
452
$21K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 10.0% |
$35.1 - $41.1
|
11
$511
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.77% |
$35.1 - $41.1
|
131
$6.08K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 1.69% |
$35.1 - $41.1
|
58
$2.69K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 5.92% |
$351 - $411
|
159
$7.38K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90- 0.24% |
$3.16K - $3.7K
|
37.7K
$1.75M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-91- 0.71% |
$3.2K - $3.74K
|
12.8K
$592K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-94- 4.31% |
$3.3K - $3.86K
|
2.09K
$96.8K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120- 12.37% |
$4.22K - $4.93K
|
850
$39.5K
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-161- 17.24% |
$5.66K - $6.61K
|
773
$35.9K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-461- 56.22% |
$16.2K - $18.9K
|
359
$16.7K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-527- 4.28% |
$18.5K - $21.6K
|
11.8K
$547K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-746- 3.66% |
$26.2K - $30.6K
|
19.6K
$911K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.11K- 5.61% |
$73.9K - $86.4K
|
35.4K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.41K- 37.21% |
$84.8K - $99.1K
|
4.07K
$189K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.55K- 13.29% |
$89.7K - $105K
|
16.7K
$773K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.06K- 31.88% |
$107K - $125K
|
6.53K
$303K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.27K- 14.92% |
$150K - $175K
|
24.3K
$1.13M
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.45K- 12.79% |
$156K - $183K
|
30.3K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.6K- 18.47% |
$512K - $598K
|
64.3K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.1K- 71.54% |
$845K - $988K
|
9.57K
$444K
|