Gradient Investments LLC First Tr ETF Indxx Innovation Transaction History

Gradient Investments LLC

$4.68 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$41.08 - $44.64 $834,129 - $906,415	20,305 Added 54.22%	57,755 $2.51 Million
Q1 2024 Apr 23, 2024	BUY	$39.64 - $43.25 $805,881 - $879,272	20,330 Added 118.75%	37,450 $1.61 Million
Q4 2023 Jan 18, 2024	BUY	$35.13 - $41.06 $328,395 - $383,828	9,348 Added 120.28%	17,120 $700,000
Q3 2023 Oct 27, 2023	BUY	$36.61 - $39.85 $87,388 - $95,121	2,387 Added 44.33%	7,772 $286,000
Q2 2023 Jul 11, 2023	BUY	$36.57 - $39.37 $126,166 - $135,826	3,450 Added 178.29%	5,385 $206,000
Q1 2023 Apr 17, 2023	BUY	$34.88 - $38.44 $36,170 - $39,862	1,037 Added 115.48%	1,935 $72,000
Q4 2022 Jan 10, 2023	BUY	$30.13 - $35.88 $24,013 - $28,596	797 Added 789.11%	898 $0
Q3 2022 Oct 14, 2022	BUY	$30.29 - $36.33 $3,059 - $3,669	101 New	101 $3,000

Others Institutions Holding LEGR

# of Institutions

66

Shares Held

915K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

110K
Shares

$6.25 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

107K
Shares

$6.1 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

69.2K
Shares

$3.95 Million
0.06% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

59.4K
Shares

$3.39 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

52.5K
Shares

$3 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

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