First Trust Indxx InnovativeLEGRETF
13F holders, Q2 2024 (June 30)59holders +2
6new positions
4sold out
$43.43avg. 13F price*
At the end of Q2 2024, 59 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Financial Engines Advisors L.L.C. ($5.1M), LPL Financial LLC ($4.8M) and Alpha Omega Group, Inc. ($4.0M).
- Company
- First Trust Indxx Innovative
- CUSIP
- 33741X201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $156K |
| Exits | 4 | $265K |
All 13F filers, Q1 2024 → Q2 2024: 94,521 shares bought and 29,991 shares sold, net +64,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.3% | 117,070 | $5.1M |
| LPL Financial LLC | 0.00% | Add +0.6% | 109,715 | $4.8M |
| Alpha Omega Group, Inc. | 5.06% | Reduce -1.7% | 92,257 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +213.1% | 62,562 | $2.7M |
| Gradient Investments LLC | 0.06% | Add +54.2% | 57,755 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 49,608 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +22.9% | 44,036 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 37,281 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -14.1% | 32,339 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.6% | 26,306 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +10.4% | 21,815 | $947K |
| Arax Advisory Partners | 0.08% | Add +6.6% | 18,084 | $785K |
| Vontobel Holding Ltd. | 0.00% | Add +20.0% | 18,000 | $782K |
| Equitable Holdings, Inc. | 0.01% | Add +0.2% | 16,648 | $723K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 15,043 | $653K |
| Flagstar Securities, Inc. | 0.16% | Reduce -1.3% | 13,608 | $591K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 13,396 | $582K |
| Mattson Financial Services, LLC | 0.17% | — | 10,691 | $464K |
| WealthCare Investment Partners, LLC | 0.22% | Reduce -6.7% | 10,677 | $464K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.3% | 10,404 | $452K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.2% | 10,330 | $449K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -40.0% | 10,265 | $446K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 9,308 | $404K |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 8,083 | $351K |
| Belpointe Asset Management LLC | 0.02% | Add +40.2% | 6,602 | $287K |
| Corient Private Wealth LP | 0.00% | No change | 5,140 | $223K |
| Cetera Investment Advisers | 0.00% | Reduce -11.8% | 5,111 | $222K |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 3,265 | $141K |
| Pin Oak Investment Advisors Inc. | 0.10% | No change | 2,500 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +123.2% | 2,038 | $89K |
| Cwm, LLC | 0.00% | No change | 1,956 | $85K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +77.1% | 1,948 | $85K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -6.2% | 1,908 | $83K |
| UBS Group AG | 0.00% | Add +592.8% | 1,822 | $79K |
| CENTRAL TRUST Co | 0.00% | No change | 1,635 | $71K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,467 | $64K |
| Morgan Stanley | 0.00% | Reduce -19.3% | 1,287 | $56K |
| Global Retirement Partners, LLC | 0.00% | Add +172.2% | 1,222 | $53K |
| Tyler-Stone Wealth Management | 0.02% | No change | 1,175 | $51K |
| Brown Financial Advisors | 0.02% | — | 888 | $39K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 850 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | New | 850 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 590 | $25K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 456 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 288 | $13K |
| PSI Advisors, LLC | 0.00% | No change | 203 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 160 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 159 | $7K |
| FMR LLC | 0.00% | New | 150 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.5% | 133 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 107 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 105 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $4K |
| Blair William & Co. | 0.00% | No change | 100 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 68 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | — | 58 | $2K |
| Bank of Montreal | 0.00% | No change | 45 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -98.1% | 45 | $2K |
| 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.