First Trust Indxx InnovativeLEGRETF
13F holders, Q1 2026 (March 31)64holders +6
11new positions
4sold out
$57.79avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding First Trust Indxx Innovative (LEGR) in their 13F filings, up 6 from Q4 2025. 11 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($8.6M), Financial Engines Advisors L.L.C. ($6.2M) and Susquehanna International Group, LLP ($5.6M).
- Company
- First Trust Indxx Innovative
- CUSIP
- 33741X201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.5M |
| Exits | 4 | $4.7M |
All 13F filers, Q4 2025 → Q1 2026: 126,873 shares bought and 205,791 shares sold, net −78,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| LPL Financial LLC | 0.00% | Reduce -31.1% | 148,504 | $8.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -22.9% | 108,140 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +273.9% | 97,188 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +12.1% | 62,772 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +0.9% | 61,476 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 36,674 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.9% | 33,134 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +99.1% | 33,054 | $1.9M |
| Benjamin Edwards Inc. | 0.01% | Add +1.2% | 25,459 | $1.5M |
| First Trust Advisors LP | 0.00% | No change | 22,683 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 18,529 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | No change | 18,000 | $1.0M |
| Flputnam Investment Management Co. | 0.01% | Reduce -40.6% | 16,578 | $958K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -16.4% | 16,078 | $929K |
| Equitable Holdings, Inc. | 0.01% | Add +3.1% | 13,902 | $827K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 13,346 | $771K |
| Flagstar Securities, Inc. | 0.25% | Add +0.5% | 12,048 | $696K |
| WealthCare Investment Partners, LLC | 0.17% | No change | 10,753 | $623K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +33.2% | 10,530 | $608K |
| Benson Wealth Management INC | 0.81% | New | 10,191 | $589K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 9,200 | $531K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,547 | $378K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,541 | $320K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.9% | 5,496 | $317K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 5,394 | $312K |
| Cetera Investment Advisers | 0.00% | Add +7.9% | 4,502 | $260K |
| Crux Wealth Advisors | 0.10% | Add +15.3% | 4,407 | $255K |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 4,395 | $254K |
| CPR Investments Inc. | 0.17% | New | 4,332 | $250K |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 4,028 | $233K |
| Prospera Financial Services Inc | 0.00% | No change | 3,615 | $209K |
| Vertex Planning Partners, LLC | 0.04% | No change | 3,500 | $202K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.9% | 2,662 | $155K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,058 | $119K |
| Cwm, LLC | 0.00% | No change | 1,956 | $113K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,838 | $106K |
| AE Wealth Management LLC | 0.00% | Reduce -6.3% | 1,833 | $106K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,797 | $104K |
| CENTRAL TRUST Co | 0.00% | No change | 1,635 | $94K |
| Harbour Investments, Inc. | 0.00% | Add +15.5% | 1,603 | $93K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,423 | $82K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,423 | $82K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 1,031 | $60K |
| UBS Group AG | 0.00% | New | 758 | $44K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 480 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 475 | $27K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 468 | $27K |
| Wells Fargo & Company | 0.00% | Add +0.2% | 451 | $26K |
| Bank of Montreal | 0.00% | Add +888.9% | 445 | $26K |
| Farther Finance Advisors, LLC | 0.00% | No change | 388 | $23K |
| Advisory Services Network, LLC | 0.00% | New | 306 | $18K |
| Arax Advisory Partners | 0.00% | Reduce -19.2% | 291 | $17K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -8.6% | 266 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 258 | $15K |
| PFS Partners, LLC | 0.01% | New | 242 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -23.1% | 197 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 160 | $9K |
| Strive Financial Group ,LLC | 0.00% | No change | 147 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 137 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $6K |
| Blair William & Co. | 0.00% | No change | 100 | $6K |
| FMR LLC | 0.00% | No change | 51 | $3K |
| Signaturefd, LLC | 0.00% | New | 50 | $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.