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First Trust Indxx Innovative Transaction & Process ETF (LEGR) Institutional Ownership

First Trust Indxx Innovative Transaction & Process ETF logo
$52.59 -0.85 (-1.59%)
Closing price 08/1/2025 03:57 PM Eastern
Extended Trading
$52.68 +0.09 (+0.17%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Indxx Innovative Transaction & Process ETF (NASDAQ:LEGR)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$6.85M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.91M
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LEGR Institutional Buying and Selling by Quarter

First Trust Indxx Innovative Transaction & Process ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 Oppenheimer Asset Management Inc.20,439$1.10M0.0%-2.2%1.048%
7/9/2025 WealthCare Investment Partners LLC9,743$528K0.2%-8.4%0.500%
5/20/2025 Belpointe Asset Management LLC6,247$305K0.0%-11.2%0.329%
5/15/2025Flputnam Investment Management Co.27,521$1.34M0.0%N/A1.448%
5/13/2025HighTower Advisors LLC9,062$442K0.0%-6.0%0.477%
5/12/2025Financial Engines Advisors L.L.C.107,094$5.22M0.0%-21.8%5.637%
5/7/2025LPL Financial LLC104,923$5.12M0.0%+1.2%5.522%
5/6/2025AE Wealth Management LLC2,396$117K0.0%-13.2%0.126%
5/6/2025Alpha Omega Group Inc.97,405$4.75M5.6%+2.5%5.127%
4/29/2025OneDigital Investment Advisors LLC4,522$221K0.0%N/A0.238%
4/23/2025 Oppenheimer Asset Management Inc.20,902$1.02M0.0%+5.5%1.100%
4/22/2025 Cambridge Investment Research Advisors Inc.7,996$390K0.0%-5.8%0.421%
4/22/2025 WealthCare Investment Partners LLC10,631$489K0.2%+2.1%0.560%
4/9/2025 Flagstar Advisors Inc.13,022$635K0.2%-5.5%0.704%
2/17/2025Cetera Investment Advisers4,362$202K0.0%-6.1%0.236%
2/17/2025Bank of America Corp DE41,907$1.94M0.0%-0.6%2.265%
2/17/2025Ameriprise Financial Inc.39,530$1.83M0.0%+1.3%2.137%
2/14/2025Jane Street Group LLC12,900$599K0.0%-61.7%0.697%
2/14/2025Susquehanna International Group LLP50,403$2.34M0.0%-4.6%2.724%
2/14/2025IHT Wealth Management LLC5,559$258K0.0%+27.8%0.300%
2/13/2025Raymond James Financial Inc.17,873$829K0.0%N/A0.966%
2/12/2025Financial Engines Advisors L.L.C.136,906$6.35M0.0%+42.5%7.400%
2/10/2025Commonwealth Equity Services LLC11,832$549K0.0%+32.2%0.640%
2/7/2025HighTower Advisors LLC9,640$447K0.0%-20.0%0.521%
2/7/2025Alpha Omega Group Inc.95,069$4.41M5.2%+2.7%5.139%
2/6/2025Raymond James Financial Inc.17,873$829K0.0%N/A0.966%
2/5/2025SRS Capital Advisors Inc.22,221$1.03M0.1%+5.9%1.201%
1/31/2025Global Retirement Partners LLC768$36K0.0%-37.3%0.042%
11/15/2024Jane Street Group LLC33,703$1.59M0.0%-34.5%1.498%
11/15/2024Stifel Financial Corp4,271$201K0.0%N/A0.190%
11/15/2024IHT Wealth Management LLC4,349$205K0.0%N/A0.193%
11/15/2024HighTower Advisors LLC12,051$567K0.0%-10.0%0.536%
11/6/2024 Oppenheimer Asset Management Inc.19,934$938K0.0%-8.6%0.886%
10/8/2024 WealthCare Investment Partners LLC10,367$492K0.2%-2.9%0.461%
9/30/2024 Mattson Financial Services LLC10,691$464K0.2%N/A0.465%
8/30/2024Brown Financial Advisors888$39K0.0%N/A0.039%
8/8/2024 Oppenheimer Asset Management Inc.21,815$947K0.0%+10.4%0.948%
8/7/2024 Ashton Thomas Private Wealth LLC1,467$64K0.0%N/A0.064%
8/6/2024SRS Capital Advisors Inc.18,084$785K0.1%+6.6%0.786%
7/31/2024Aptus Capital Advisors LLC850$37K0.0%N/A0.037%
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7/31/2024Commonwealth Equity Services LLC9,308$404K0.0%-8.7%0.405%
7/18/2024 WealthCare Investment Partners LLC10,677$464K0.2%-6.7%0.454%
7/18/2024 Gradient Investments LLC57,755$2.51M0.1%+54.2%2.458%
5/7/2024 Oppenheimer Asset Management Inc.19,761$849K0.0%-2.1%0.807%
4/25/2024Eudaimonia Partners LLC22,854$982K0.2%-6.1%0.933%
4/25/2024Eudaimonia Advisors LLC39,934$1.72M0.9%+31.6%1.630%
4/23/2024 Gradient Investments LLC37,450$1.61M0.0%+118.8%1.529%
4/15/2024 WealthCare Investment Partners LLC11,448$492K0.2%-2.9%0.467%
4/15/2024 Flagstar Advisors Inc.13,789$592K0.2%+8.1%0.563%
4/5/2024 NBC Securities Inc.590$25K0.0%-30.6%0.023%
2/8/2024Eudaimonia Partners LLC24,335$996K0.3%-14.9%0.954%
2/6/2024SRS Capital Advisors Inc.9,127$373K0.0%+220.2%0.358%
2/1/2024Eudaimonia Advisors LLC30,335$1.24M0.8%-12.8%1.190%
2/1/2024Capital Investment Advisory Services LLC1,100$45K0.0%N/A0.043%
1/24/2024 International Assets Investment Management LLC4,387$179K0.0%N/A0.172%
1/18/2024 Gradient Investments LLC17,120$700K0.0%+120.3%0.671%
1/18/2024 WealthCare Investment Partners LLC11,788$478K0.3%-4.3%0.462%
1/16/2024Raymond James Financial Services Advisors Inc.19,623$803K0.0%-3.7%0.770%
1/16/2024Raymond James & Associates8,217$336K0.0%+3.3%0.322%
11/15/2023SRS Capital Advisors Inc.2,850$105K0.0%+31.5%0.112%
11/13/2023LPL Financial LLC93,078$3.44M0.0%+8.9%3.650%
11/13/2023Kestra Advisory Services LLC6,769$250K0.0%+10.7%0.265%
11/13/2023Financial Engines Advisors L.L.C.72,484$2.68M0.0%+4.1%2.843%
11/8/2023HighTower Advisors LLC17,769$659K0.0%+28.3%0.697%
11/8/2023 Oppenheimer Asset Management Inc.19,784$730K0.0%+2.4%0.776%
11/7/2023Advisors Preferred LLC716$26K0.0%N/A0.028%
11/7/2023Alpha Omega Group Inc.84,952$3.14M5.9%+10.3%3.331%
11/4/2023 NBC Securities Inc.970$35K0.0%N/A0.038%
11/2/2023 Millburn Ridgefield Corp934$34K0.0%N/A0.037%
10/27/2023 Gradient Investments LLC7,772$287K0.0%+44.3%0.305%
10/24/2023Eudaimonia Partners LLC28,602$1.06M0.3%+61.0%1.122%
10/24/2023Eudaimonia Advisors LLC34,782$1.28M0.9%+45.2%1.364%
10/24/2023Raymond James & Associates7,958$294K0.0%-25.2%0.312%
10/24/2023 Cambridge Investment Research Advisors Inc.19,206$709K0.0%+80.9%0.753%
10/23/2023Commonwealth Equity Services LLC10,342$382K0.0%-23.8%0.406%
10/18/2023 Flagstar Advisors Inc.12,846$474K0.2%+4.6%0.504%
10/11/2023AE Wealth Management LLC9,582$354K0.0%-20.0%0.376%
8/11/2023Financial Engines Advisors L.L.C.69,634$2.68M0.0%+1.0%2.487%
8/9/2023Flow Traders U.S. LLC17,917$689K0.0%N/A0.640%
8/8/2023Alpha Omega Group Inc.77,023$2.96M5.5%+11.6%2.751%
8/3/2023 CWM LLC2,556$98K0.0%-22.2%0.091%
7/31/2023LPL Financial LLC85,471$3.29M0.0%-13.5%3.053%
7/25/2023Raymond James Financial Services Advisors Inc.20,504$788K0.0%-1.3%0.732%
7/25/2023Raymond James & Associates10,642$409K0.0%-14.1%0.380%
7/20/2023 International Assets Investment Management LLC16,345$464K0.1%N/A0.584%
7/19/2023Eudaimonia Partners LLC17,766$683K0.2%+17.0%0.635%
7/19/2023Eudaimonia Advisors LLC23,961$921K0.6%-2.4%0.856%
7/13/2023 WealthCare Investment Partners LLC12,390$472K0.3%-9.0%0.443%
7/13/2023 Cambridge Investment Research Advisors Inc.10,616$408K0.0%+2.9%0.379%
7/11/2023 Gradient Investments LLC5,385$207K0.0%+178.3%0.192%
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7/10/2023AE Wealth Management LLC11,973$460K0.0%-4.4%0.428%
5/10/2023 Oppenheimer Asset Management Inc.19,506$728K0.0%-4.9%0.629%
5/5/2023 Truist Financial Corp6,474$242K0.0%-6.7%0.209%
5/3/2023Advisors Preferred LLC2,397$90K0.0%N/A0.077%
5/1/2023 CWM LLC3,286$123K0.0%+28.6%0.106%
4/25/2023Eudaimonia Partners LLC15,182$567K0.1%+61.7%0.482%
4/25/2023Eudaimonia Advisors LLC24,550$917K0.6%+244.0%0.779%
4/25/2023 Millburn Ridgefield Corp739$28K0.0%N/A0.023%
4/19/2023CENTRAL TRUST Co1,635$61K0.0%-60.9%0.052%
4/19/2023 TrueWealth Advisors LLC5,942$222K0.1%-80.0%0.189%
(Data available from 1/1/2016 forward)

LEGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LEGR shares?

During the previous two years, 39 institutional investors and hedge funds held shares of First Trust Indxx Innovative Transaction & Process ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($5.22M), LPL Financial LLC ($5.12M), Alpha Omega Group Inc. ($4.75M), Gradient Investments LLC ($2.51M), Susquehanna International Group LLP ($2.34M), Bank of America Corp DE ($1.94M), and Ameriprise Financial Inc. ($1.83M).Learn more on First Trust Indxx Innovative Transaction & Process ETF's institutional investors.

Which institutional investors have been buying First Trust Indxx Innovative Transaction & Process ETF's stock?

Of the 31 institutional investors that purchased First Trust Indxx Innovative Transaction & Process ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($52.37K), Financial Engines Advisors L.L.C. ($44.42K), Raymond James Financial Inc. ($35.75K), Flputnam Investment Management Co. ($27.52K), Alpha Omega Group Inc. ($20.77K), Eudaimonia Advisors LLC ($20.42K), and Flow Traders U.S. LLC ($17.92K).

How much institutional buying is happening at First Trust Indxx Innovative Transaction & Process ETF?

Institutional investors have bought a total of 146,748 shares in the last 24 months. This purchase volume represents approximately $6.85M in transactions.

Which of First Trust Indxx Innovative Transaction & Process ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold First Trust Indxx Innovative Transaction & Process ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($38.56K), Financial Engines Advisors L.L.C. ($29.81K), HighTower Advisors LLC ($4.33K), Susquehanna International Group LLP ($2.45K), Oppenheimer Asset Management Inc. ($2.34K), WealthCare Investment Partners LLC ($1.20K), and Belpointe Asset Management LLC ($785.00).

How much institutional selling is happening at First Trust Indxx Innovative Transaction & Process ETF?

Institutional investors have sold a total of 82,078 shares in the last 24 months. This volume of shares sold represents approximately $3.91M in transactions.



This page (NASDAQ:LEGR) was last updated on 8/4/2025 by MarketBeat.com Staff
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