First Trust Indxx InnovativeLEGRETF

13F holders, Q2 2026 (June 30)
62holders −2
5new positions
5sold out
$64.25avg. 13F price*

At the end of Q2 2026, 62 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, down 2 from Q1 2026. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($9.0M), Financial Engines Advisors L.L.C. ($6.9M) and Kingswood Wealth Advisors, LLC ($5.9M).

Company
First Trust Indxx Innovative
CUSIP
33741X201
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 57Q1 2024Q2 2024: 59Q2 2024Q3 2024: 55Q3 2024Q4 2024: 55Q4 2024Q1 2025: 52Q1 2025Q2 2025: 55Q2 2025Q3 2025: 55Q3 2025Q4 2025: 58Q4 2025Q1 2026: 64Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$3.9M
Exits5$565K

All 13F filers, Q1 2026 → Q2 2026: 116,663 shares bought and 92,141 shares sold, net +24,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

LPL Financial LLC 0.00% Reduce -6.0% 139,661 $9.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.9% 107,185 $6.9M
Kingswood Wealth Advisors, LLC 0.24% Add +50.5% 92,542 $5.9M
Susquehanna International Group, LLP 0.00% Reduce -29.6% 68,429 $4.4M
Raymond James Financial Inc. 0.00% Reduce -2.7% 61,087 $3.9M
Steward Partners Investment Advisory, LLC 0.01% Add +34.6% 44,502 $2.9M
Bank of America Corp. 0.00% Reduce -0.4% 36,518 $2.3M
Jane Street Group, LLC 0.00% New 30,386 $2.0M
Flow Traders U.S. LLC 0.07% New 26,349 $1.7M
Benjamin Edwards Inc. 0.01% Reduce -0.2% 25,402 $1.6M
First Trust Advisors LP 0.00% Add +0.6% 22,816 $1.5M
Osaic Holdings, Inc. 0.00% Add +3.2% 19,115 $1.2M
Vontobel Holding Ltd. 0.00% No change 18,000 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -0.4% 16,015 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -1.4% 13,704 $880K
Flputnam Investment Management Co. 0.01% Reduce -21.6% 12,995 $835K
Commonwealth Equity Services, LLC 0.00% Reduce -4.6% 12,730 $818K
Ameriprise Financial Inc. 0.00% Reduce -62.7% 12,354 $794K
Flagstar Securities, Inc. 0.24% Add +0.9% 12,162 $781K
WealthCare Investment Partners, LLC 0.17% Add +0.1% 10,763 $692K
Crux Wealth Advisors 0.23% Add +137.3% 10,460 $672K
HighTower Advisors, LLC 0.00% Add +0.8% 9,269 $596K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -24.3% 7,972 $512K
Belpointe Asset Management LLC 0.01% No change 6,547 $421K
Stifel Financial Corp. 0.00% Add +58.1% 6,367 $409K
Kestra Advisory Services, LLC 0.00% Add +7.1% 5,885 $378K
Cetera Investment Advisers 0.00% Add +17.1% 5,270 $339K
Corient Private Wealth LP 0.00% Reduce -3.1% 5,224 $336K
Royal Bank of Canada 0.00% Add +2.4% 4,501 $290K
Prospera Financial Services Inc 0.00% No change 3,615 $232K
Kestra Private Wealth Services, LLC 0.00% New 3,570 $229K
Vertex Planning Partners, LLC 0.03% No change 3,500 $225K
Mercer Global Advisors Inc. 0.00% Reduce -41.8% 3,226 $207K
Bank of Montreal 0.00% Add +472.1% 2,546 $164K
Capital Investment Advisory Services, LLC 0.01% No change 2,058 $132K
Harbour Investments, Inc. 0.00% Add +22.8% 1,969 $127K
Morgan Stanley 0.00% Add +4.5% 1,878 $121K
Ashton Thomas Private Wealth, LLC 0.00% Add +0.8% 1,853 $119K
AE Wealth Management LLC 0.00% Reduce -2.1% 1,794 $115K
CENTRAL TRUST Co 0.00% No change 1,635 $105K
Aptus Capital Advisors, LLC 0.00% Reduce -40.3% 850 $55K
Global Retirement Partners, LLC 0.00% — 768 $49K
Arax Advisory Partners 0.00% Add +100.0% 582 $37K
Lanark Financial, Inc. 0.00% No change 475 $31K
IFP Advisors, Inc 0.00% Add +0.2% 469 $30K
Benson Wealth Management INC 0.03% Reduce -96.0% 407 $26K
Farther Finance Advisors, LLC 0.00% No change 388 $25K
Assetmark, Inc. 0.00% Add +87.3% 369 $24K
O'shaughnessy Asset Management, LLC 0.00% Reduce -40.6% 285 $18K
Strengthening Families & Communities, LLC 0.00% Add +0.8% 268 $17K
Rockefeller Capital Management L.P. 0.00% Add +0.8% 260 $17K
IFG Advisory, LLC 0.00% New 243 $16K
PFS Partners, LLC 0.01% No change 242 $16K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 160 $10K
UBS Group AG 0.00% Reduce -80.1% 151 $10K
Strive Financial Group ,LLC 0.00% No change 147 $9K
Cedar Mountain Advisors, LLC 0.00% Add +1.5% 139 $9K
Blair William & Co. 0.00% No change 100 $6K
TD Waterhouse Canada Inc. 0.00% No change 100 $6K
FMR LLC 0.00% No change 51 $3K
Signaturefd, LLC 0.00% Add +2.0% 51 $3K
Hantz Financial Services, Inc. 0.00% No change 11 $1K

"% of holder's portfolio" is LEGR's weight in each manager's 13F, not the share of First Trust Indxx Innovative the manager owns.