First Trust Indxx InnovativeLEGRETF

13F holders, Q1 2024 (March 31)
57holders
$42.94avg. 13F price*

At the end of Q1 2024, 57 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($4.8M), LPL Financial LLC ($4.7M) and Alpha Omega Group, Inc. ($4.0M).

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 2024

InstitutionsTotal Value
New Positions2$451K
Exits7$323K

Ownership 57 holders

Financial Engines Advisors L.L.C. 0.01% Add +29.8% 112,293 $4.8M
LPL Financial LLC 0.00% Add +2.7% 109,036 $4.7M
Alpha Omega Group, Inc. 5.65% Add +10.4% 93,864 $4.0M
Bank of America Corp. 0.00% Reduce -20.7% 51,007 $2.2M
Eudaimonia Advisors LLC 0.91% Add +31.6% 39,934 $1.7M
First Trust Advisors LP 0.00% Reduce -0.1% 37,661 $1.6M
Gradient Investments LLC 0.04% Add +118.8% 37,450 $1.6M
Ameriprise Financial Inc. 0.00% Add +1.7% 36,002 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -17.5% 35,815 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -4.0% 27,871 $1.2M
Eudaimonia Partners, LLC 0.23% Reduce -6.1% 22,854 $982K
Jane Street Group, LLC 0.00% Add +108.8% 19,984 $858K
Oppenheimer Asset Management Inc. 0.01% Reduce -2.1% 19,761 $849K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -12.9% 17,100 $734K
Arax Advisory Partners 0.08% Add +85.9% 16,970 $729K
Equitable Holdings, Inc. 0.01% No change 16,610 $713K
Vontobel Holding Ltd. 0.01% No change 15,000 $644K
Envestnet Asset Management Inc. 0.00% Add +0.4% 14,877 $639K
HighTower Advisors, LLC 0.00% Reduce -42.2% 14,138 $605K
Flagstar Securities, Inc. 0.16% Add +8.1% 13,789 $592K
WealthCare Investment Partners, LLC 0.24% Reduce -2.9% 11,448 $492K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -33.9% 11,012 $473K
Commonwealth Equity Services, LLC 0.00% Reduce -2.3% 10,196 $438K
Kestra Advisory Services, LLC 0.00% Add +30.3% 9,878 $424K
Raymond James & Associates 0.00% Reduce -1.5% 8,091 $348K
Cetera Investment Advisers 0.00% New 5,792 $249K
Corient Private Wealth LP 0.00% No change 5,140 $221K
Janney Montgomery Scott LLC 0.00% No change 4,915 $211K
Belpointe Asset Management LLC 0.02% New 4,710 $202K
Royal Bank of Canada 0.00% Reduce -9.7% 3,678 $158K
Pin Oak Investment Advisors Inc. 0.10% No change 2,500 $107K
ICA Group Wealth Management, LLC 0.02% Add +0.0% 2,335 $100K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -2.4% 2,035 $87K
Cwm, LLC 0.00% Reduce -23.5% 1,956 $84K
CENTRAL TRUST Co 0.00% No change 1,635 $70K
Morgan Stanley 0.00% Add +16.5% 1,594 $68K
Tyler-Stone Wealth Management 0.02% No change 1,175 $50K
Capital Investment Advisory Services, LLC 0.01% No change 1,100 $47K
Harbour Investments, Inc. 0.00% Add +20.8% 913 $39K
Millburn Ridgefield LLC 0.00% No change 773 $33K
Lanark Financial, Inc. 0.00% Reduce -30.6% 590 $25K
Northwestern Mutual Wealth Management Co. 0.00% Add +108.3% 475 $20K
IFP Advisors, Inc 0.00% Add +0.2% 455 $20K
Global Retirement Partners, LLC 0.00% Reduce -0.7% 449 $19K
Armstrong Advisory Group, Inc. 0.00% No change 288 $12K
UBS Group AG 0.00% Reduce -86.3% 263 $11K
PSI Advisors, LLC 0.00% No change 203 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 159 $7K
Cedar Mountain Advisors, LLC 0.00% No change 131 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 105 $5K
Blair William & Co. 0.00% No change 100 $4K
TD Waterhouse Canada Inc. 0.00% No change 100 $4K
Creative Financial Designs Inc. 0.00% No change 68 $3K
Bank of Montreal 0.00% No change 45 $2K
Valley Wealth Managers, Inc. 0.00% No change 9 $387
Wells Fargo & Company 0.00% Reduce -99.9% 1 $47
Hantz Financial Services, Inc. 0.00% No change 11 $0

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