First Trust Indxx InnovativeLEGRETF
13F holders, Q1 2025 (March 31)52holders −3
4new positions
5sold out
$48.72avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Financial Engines Advisors L.L.C. ($5.2M), LPL Financial LLC ($5.1M) and Susquehanna International Group, LLP ($2.0M).
- Company
- First Trust Indxx Innovative
- CUSIP
- 33741X201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.0M |
| Exits | 5 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 47,637 shares bought and 105,676 shares sold, net −58,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -21.8% | 107,094 | $5.2M |
| LPL Financial LLC | 0.00% | Add +1.3% | 104,923 | $5.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.8% | 41,927 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 40,584 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 40,022 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -15.3% | 27,658 | $1.3M |
| Flputnam Investment Management Co. | 0.03% | New | 27,521 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 26,016 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +5.5% | 20,902 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 18,115 | $883K |
| Vontobel Holding Ltd. | 0.00% | No change | 18,000 | $878K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.8% | 15,276 | $745K |
| Flagstar Securities, Inc. | 0.16% | Reduce -5.5% | 13,022 | $635K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 12,562 | $613K |
| WealthCare Investment Partners, LLC | 0.21% | Add +2.1% | 10,631 | $489K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 9,722 | $474K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 9,062 | $442K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.8% | 7,996 | $390K |
| Belpointe Asset Management LLC | 0.02% | Reduce -11.2% | 6,247 | $305K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.9% | 5,754 | $281K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 5,560 | $271K |
| Corient Private Wealth LP | 0.00% | No change | 5,360 | $261K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,522 | $221K |
| Cetera Investment Advisers | 0.00% | No change | 4,362 | $213K |
| Royal Bank of Canada | 0.00% | Add +9.5% | 3,623 | $177K |
| Morgan Stanley | 0.00% | Add +19.3% | 2,669 | $130K |
| AE Wealth Management LLC | 0.00% | Reduce -13.2% | 2,396 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +5.7% | 2,058 | $100K |
| Cwm, LLC | 0.00% | No change | 1,956 | $95K |
| Arax Advisory Partners | 0.01% | Reduce -91.8% | 1,828 | $89K |
| CENTRAL TRUST Co | 0.00% | No change | 1,635 | $80K |
| Harbour Investments, Inc. | 0.00% | No change | 913 | $45K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 850 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 850 | $41K |
| UBS Group AG | 0.00% | Add +498.0% | 592 | $29K |
| Lanark Financial, Inc. | 0.00% | — | 475 | $23K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 467 | $23K |
| Barclays PLC | 0.00% | No change | 250 | $12K |
| PSI Advisors, LLC | 0.00% | No change | 203 | $10K |
| FMR LLC | 0.00% | Add +33.3% | 200 | $10K |
| Assetmark, Inc. | 0.00% | Add +6.7% | 191 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 160 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 140 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.8% | 135 | $7K |
| Bank of Montreal | 0.00% | Add +135.6% | 106 | $5K |
| DHJJ Financial Advisors, Ltd. | 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 |
| Sound Income Strategies, LLC | 0.00% | No change | 78 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.6% | 55 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 11 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -99.6% | 1 | $54 |
"% of holder's portfolio" is LEGR's weight in each manager's 13F, not the share of First Trust Indxx Innovative the manager owns.