First Trust Indxx InnovativeLEGRETF

13F holders, Q2 2025 (June 30)
55holders +3
6new positions
4sold out
$53.82avg. 13F price*

At the end of Q2 2025, 55 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($5.9M), Financial Engines Advisors L.L.C. ($5.8M) and Flputnam Investment Management Co. ($5.1M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$3.9M
Exits4$520K

All 13F filers, Q1 2025 → Q2 2025: 181,636 shares bought and 18,427 shares sold, net +163,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

LPL Financial LLC 0.00% Add +4.4% 109,557 $5.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.2% 106,915 $5.8M
Flputnam Investment Management Co. 0.09% Add +241.5% 93,983 $5.1M
Raymond James Financial Inc. 0.00% Add +189.8% 52,499 $2.8M
Ameriprise Financial Inc. 0.00% Add +0.5% 40,208 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -4.8% 39,932 $2.1M
Bank of America Corp. 0.00% Reduce -4.5% 38,775 $2.1M
First Trust Advisors LP 0.00% Add +0.6% 27,835 $1.5M
Old Mission Capital LLC 0.04% New 27,031 $1.5M
Benjamin Edwards Inc. 0.02% New 25,354 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -5.1% 24,690 $1.3M
Oppenheimer Asset Management Inc. 0.01% Reduce -2.2% 20,439 $1.1M
Vontobel Holding Ltd. 0.00% No change 18,000 $969K
Equitable Holdings, Inc. 0.01% Add +0.0% 15,278 $822K
Commonwealth Equity Services, LLC 0.00% Add +4.2% 13,085 $704K
Flagstar Securities, Inc. 0.19% Reduce -1.1% 12,873 $693K
Flow Traders U.S. LLC 0.02% New 11,485 $618K
WealthCare Investment Partners, LLC 0.19% Reduce -8.3% 9,743 $528K
HighTower Advisors, LLC 0.00% Add +0.8% 9,134 $491K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.8% 7,452 $401K
Kestra Advisory Services, LLC 0.00% Add +14.8% 6,606 $355K
Belpointe Asset Management LLC 0.01% No change 6,247 $336K
IHT Wealth Management, LLC 0.01% Add +0.1% 5,565 $299K
Corient Private Wealth LP 0.00% Add +0.8% 5,405 $291K
OneDigital Investment Advisors LLC 0.00% Reduce -0.5% 4,499 $242K
Cetera Investment Advisers 0.00% Reduce -1.0% 4,320 $232K
Jane Street Group, LLC 0.00% New 4,163 $224K
Stifel Financial Corp. 0.00% New 3,884 $209K
Royal Bank of Canada 0.00% Add +3.6% 3,754 $201K
Morgan Stanley 0.00% Add +0.7% 2,687 $145K
AE Wealth Management LLC 0.00% Reduce -12.2% 2,105 $113K
Capital Investment Advisory Services, LLC 0.01% No change 2,058 $111K
Cwm, LLC 0.00% No change 1,956 $105K
Arax Advisory Partners 0.00% No change 1,828 $98K
CENTRAL TRUST Co 0.00% No change 1,635 $88K
Guardian Wealth Advisors, LLC / NC 0.01% Add +67.3% 1,422 $77K
Aptus Capital Advisors, LLC 0.00% Add +67.3% 1,422 $77K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,031 $56K
Harbour Investments, Inc. 0.00% No change 913 $49K
Global Retirement Partners, LLC 0.00% — 768 $41K
IFP Advisors, Inc 0.00% Add +0.2% 468 $25K
Lanark Financial, Inc. 0.00% No change 475 $25K
FMR LLC 0.00% Add +25.5% 251 $14K
Barclays PLC 0.00% No change 250 $13K
Assetmark, Inc. 0.00% No change 191 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 160 $9K
Cedar Mountain Advisors, LLC 0.00% Add +0.7% 136 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 105 $6K
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% No change 55 $3K
Bank of Montreal 0.00% Reduce -57.5% 45 $2K
Hantz Financial Services, Inc. 0.00% No change 11 $1K
Wells Fargo & Company 0.00% No change 1 $35

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