First Trust Indxx InnovativeLEGRETF
13F holders, Q4 2024 (December 31)55holders
5new positions
3sold out
$46.39avg. 13F price*
At the end of Q4 2024, 55 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were Financial Engines Advisors L.L.C. ($6.4M), LPL Financial LLC ($4.8M) and Alpha Omega Group, Inc. ($4.4M).
- Company
- First Trust Indxx Innovative
- CUSIP
- 33741X201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $147K |
| Exits | 3 | $667K |
All 13F filers, Q3 2024 → Q4 2024: 53,238 shares bought and 46,615 shares sold, net +6,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Financial Engines Advisors L.L.C. | 0.01% | Add +42.5% | 136,906 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 103,628 | $4.8M |
| Alpha Omega Group, Inc. | 5.20% | Add +2.7% | 95,069 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.6% | 50,403 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 41,907 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 39,530 | $1.8M |
| First Trust Advisors LP | 0.00% | No change | 32,639 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 25,815 | $1.2M |
| Arax Advisory Partners | 0.06% | Add +5.9% | 22,221 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 21,132 | $980K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.6% | 19,819 | $920K |
| Vontobel Holding Ltd. | 0.00% | No change | 18,000 | $835K |
| Raymond James Financial Inc. | 0.00% | — | 17,873 | $829K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.5% | 15,400 | $715K |
| Flagstar Securities, Inc. | 0.16% | Add +0.7% | 13,774 | $639K |
| Jane Street Group, LLC | 0.00% | Reduce -61.7% | 12,900 | $599K |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.2% | 11,832 | $549K |
| WealthCare Investment Partners, LLC | 0.21% | Add +0.5% | 10,416 | $482K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.0% | 9,640 | $447K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.1% | 8,490 | $394K |
| Belpointe Asset Management LLC | 0.02% | No change | 7,032 | $318K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -23.3% | 6,389 | $296K |
| IHT Wealth Management, LLC | 0.01% | Add +27.8% | 5,559 | $258K |
| Corient Private Wealth LP | 0.00% | No change | 5,360 | $249K |
| Cetera Investment Advisers | 0.00% | Reduce -6.1% | 4,362 | $202K |
| Royal Bank of Canada | 0.00% | Add +3.2% | 3,310 | $154K |
| AE Wealth Management LLC | 0.00% | New | 2,760 | $128K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 2,500 | $118K |
| Morgan Stanley | 0.00% | Add +1.3% | 2,238 | $104K |
| Cwm, LLC | 0.00% | No change | 1,956 | $91K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,948 | $90K |
| CENTRAL TRUST Co | 0.00% | No change | 1,635 | $76K |
| Harbour Investments, Inc. | 0.00% | Add +28.1% | 913 | $42K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 850 | $39K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 850 | $39K |
| Global Retirement Partners, LLC | 0.00% | Reduce -37.3% | 768 | $36K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 465 | $22K |
| Wells Fargo & Company | 0.00% | Add +25000.0% | 251 | $12K |
| Barclays PLC | 0.00% | No change | 250 | $12K |
| PSI Advisors, LLC | 0.00% | No change | 203 | $9K |
| Assetmark, Inc. | 0.00% | New | 179 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 160 | $7K |
| FMR LLC | 0.00% | Reduce -8.0% | 150 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 134 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 105 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 105 | $5K |
| Blair William & Co. | 0.00% | No change | 100 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $5K |
| UBS Group AG | 0.00% | New | 99 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 78 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 69 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 58 | $3K |
| Bank of Montreal | 0.00% | No change | 45 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 63 | $2K |
| 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.