Comprehensive Financial Consultants Institutional, Inc. First Tr ETF Indxx Innovation Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$37.15 - $45.01 $55,725 - $67,515	-1,500 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$41.99 - $44.89 $62,985 - $67,335	1,500 New	1,500 $62,000

Others Institutions Holding LEGR

# of Institutions

Shares Held

914K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

110K
Shares

$6.36 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

107K
Shares

$6.21 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

69.2K
Shares

$4.02 Million
0.06% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

59.4K
Shares

$3.45 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

52.5K
Shares

$3.05 Million
0.0% of portfolio

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About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
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