Latest Institutional Transactions on First Tr ETF Indxx Innovation (LEGR)
This table provides information on the latest institutional transactions involving First Tr ETF Indxx Innovation (LEGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-149- 1.14% |
$6.4K - $8.02K
|
12.9K
$693K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-888- 8.35% |
$38.1K - $47.8K
|
9.74K
$524K
|
|
Q1 2025 | |||||||
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-785- 11.16% |
$36K - $39.4K
|
6.25K
$336K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
431+ 19.26% |
$19.8K - $21.6K
|
2.67K
$144K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.5KNew |
$1.26M - $1.38M
|
27.5K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
313+ 9.46% |
$14.3K - $15.7K
|
3.62K
$195K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.32K- 3.16% |
$60.6K - $66.4K
|
40.6K
$2.18M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$45.8 - $50.2
|
5.56K
$299K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
492+ 1.24% |
$22.6K - $24.7K
|
40K
$2.15M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-635- 9.94% |
$29.1K - $31.9K
|
5.75K
$310K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.48K- 16.82% |
$389K - $426K
|
41.9K
$2.26M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.98K- 15.26% |
$228K - $250K
|
27.7K
$1.49M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20.4K- 91.77% |
$935K - $1.02M
|
1.83K
$98.3K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.72KNew |
$446K - $488K
|
9.72K
$523K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61+ 135.56% |
$2.8K - $3.06K
|
106
$5.7K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140New |
$6.42K - $7.03K
|
140
$7.53K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-124- 0.81% |
$5.68K - $6.23K
|
15.3K
$822K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 47.62% |
$2.29K - $2.51K
|
55
$2.96K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
242+ 1.35% |
$11.1K - $12.2K
|
18.1K
$975K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
493+ 497.98% |
$22.6K - $24.8K
|
592
$31.8K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-250- 99.6% |
$11.5K - $12.6K
|
1
$53.8
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.8K- 21.78% |
$1.37M - $1.5M
|
107K
$5.76M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-578- 6.0% |
$26.5K - $29K
|
9.06K
$488K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
730+ 6.17% |
$33.5K - $36.7K
|
12.6K
$676K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 1.25% |
$59.4K - $65K
|
105K
$5.64M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 6.7% |
$550 - $603
|
191
$10.3K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-364- 13.19% |
$16.7K - $18.3K
|
2.4K
$129K
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.34K+ 2.46% |
$107K - $117K
|
97.4K
$5.24M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.43% |
$91.7 - $100
|
467
$25.1K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110+ 5.65% |
$5.04K - $5.52K
|
2.06K
$111K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.52KNew |
$207K - $227K
|
4.52K
$243K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.08K+ 5.46% |
$49.6K - $54.4K
|
20.9K
$1.12M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-494- 5.82% |
$22.6K - $24.8K
|
8K
$430K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.75% |
$45.8 - $50.2
|
135
$7.26K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
475New |
$21.8K - $23.8K
|
475
$25.6K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-201- 0.77% |
$9.22K - $9.69K
|
25.8K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8K- 61.72% |
$954K - $1M
|
12.9K
$694K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-282- 6.07% |
$12.9K - $13.6K
|
4.36K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
136+ 0.65% |
$6.24K - $6.56K
|
21.1K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 28.05% |
$9.18K - $9.64K
|
913
$49.1K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-457- 37.31% |
$21K - $22K
|
768
$41.3K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
78New |
$3.58K - $3.76K
|
78
$4.2K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63New |
$2.89K - $3.04K
|
63
$3.39K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
250New |
$10.4K - $11.9K
|
250
$13.5K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.27KNew |
$178K - $203K
|
4.27K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
220+ 4.28% |
$9.17K - $10.5K
|
5.36K
$288K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.47% |
$41.7 - $47.6
|
69
$3.71K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-93- 0.91% |
$3.88K - $4.42K
|
10.2K
$547K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
124+ 1.53% |
$5.17K - $5.9K
|
8.21K
$442K
|