Institutional Ownership First Tr ETF Indxx Innovation (LEGR)
This table provides information about the institutional ownership of First Tr ETF Indxx Innovation (LEGR). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 845,196 shares, which have been reported (via 13F filing form) to have a value of $40.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,207
shares
|
$387,698
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,032
shares
|
$332,191
0.02% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
5,360
shares
|
$253,206
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,644
shares
|
$219,382
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,349
shares
|
$205,446
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,271
shares
|
$201,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,207
shares
|
$151,498
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$118,100
0.11% of portfolio
|
Q1 2023
Reduced 3.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,209
shares
|
$104,353
0.0% of portfolio
|
Q3 2024
Added 71.64%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,956
shares
|
$92,401
0.0% of portfolio
|
Q1 2024
Reduced 23.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,948
shares
|
$92,023
0.01% of portfolio
|
Q2 2024
Added 77.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,908
shares
|
$90,133
0.0% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,750
shares
|
$82,670
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,635
shares
|
$77,237
0.0% of portfolio
|
Q1 2023
Reduced 60.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,225
shares
|
$57,869
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
850
shares
|
$40,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
850
shares
|
$40,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
713
shares
|
$33,682
0.0% of portfolio
|
Q3 2024
Reduced 65.01%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
475
shares
|
$22,439
0.0% of portfolio
|
Q3 2024
Reduced 19.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
462
shares
|
$21,824
0.0% of portfolio
|
Q4 2021
Reduced 50.22%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
456
shares
|
$21,541
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
250
shares
|
$11,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
203
shares
|
$9,589
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
200
shares
|
$9,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
160
shares
|
$7,558
0.0% of portfolio
|
Q2 2024
New holding
|