First Trust Indxx InnovativeLEGRETF
13F holders, Q4 2025 (December 31)58holders +3
8new positions
6sold out
$59.51avg. 13F price*
At the end of Q4 2025, 58 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, up 3 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($12.8M), Financial Engines Advisors L.L.C. ($8.3M) and Kingswood Wealth Advisors, LLC ($3.6M).
- Company
- First Trust Indxx Innovative
- CUSIP
- 33741X201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 6 | $622K |
All 13F filers, Q3 2025 → Q4 2025: 112,255 shares bought and 65,257 shares sold, net +46,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.00% | Add +4.8% | 215,524 | $12.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -1.8% | 140,315 | $8.3M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +2.6% | 60,934 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 56,001 | $3.3M |
| Flow Traders U.S. LLC | 0.10% | Add +304.3% | 53,325 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +35.2% | 41,341 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 37,088 | $2.2M |
| Flputnam Investment Management Co. | 0.02% | Reduce -59.7% | 27,916 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.3% | 25,995 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.2% | 25,149 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +2.7% | 22,814 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -18.4% | 22,683 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.8% | 19,240 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 19,143 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | No change | 18,000 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +179.5% | 16,599 | $988K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.5% | 13,478 | $802K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 13,275 | $790K |
| Flagstar Securities, Inc. | 0.24% | Add +0.4% | 11,993 | $714K |
| WealthCare Investment Partners, LLC | 0.19% | Add +5.3% | 10,753 | $649K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 9,182 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 7,904 | $470K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,547 | $390K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 5,864 | $349K |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 5,381 | $320K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.3% | 5,002 | $298K |
| Royal Bank of Canada | 0.00% | Add +16.6% | 4,539 | $270K |
| Cetera Investment Advisers | 0.00% | Reduce -17.4% | 4,172 | $248K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 3,854 | $229K |
| Crux Wealth Advisors | 0.08% | New | 3,822 | $227K |
| Prospera Financial Services Inc | 0.00% | New | 3,615 | $215K |
| Vertex Planning Partners, LLC | 0.05% | New | 3,500 | $208K |
| Sound Income Strategies, LLC | 0.01% | Add +3412.8% | 2,740 | $169K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,058 | $122K |
| AE Wealth Management LLC | 0.00% | Reduce -2.3% | 1,956 | $116K |
| Cwm, LLC | 0.00% | No change | 1,956 | $116K |
| Morgan Stanley | 0.00% | Add +0.3% | 1,795 | $107K |
| CENTRAL TRUST Co | 0.00% | No change | 1,635 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,423 | $85K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.3% | 1,388 | $83K |
| Global Retirement Partners, LLC | 0.00% | No change | 768 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 475 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 467 | $28K |
| Wells Fargo & Company | 0.00% | Add +22400.0% | 450 | $27K |
| Farther Finance Advisors, LLC | 0.00% | New | 388 | $23K |
| Arax Advisory Partners | 0.00% | New | 360 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 360 | $21K |
| Strengthening Families & Communities, LLC | 0.01% | New | 291 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 257 | $15K |
| Assetmark, Inc. | 0.00% | Add +8.5% | 256 | $15K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 160 | $10K |
| Strive Financial Group ,LLC | 0.00% | — | 147 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 137 | $8K |
| Blair William & Co. | 0.00% | No change | 100 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $6K |
| FMR LLC | 0.00% | Reduce -66.2% | 51 | $3K |
| Bank of Montreal | 0.00% | No change | 45 | $3K |
| 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.