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

First Trust Indxx Innovative Transaction & Process ETF logo
$65.50 +0.23 (+0.36%)
Closing price 03:58 PM Eastern
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$65.50 0.00 (0.00%)
As of 04:10 PM 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)
22
Total
Institutional Inflows
(last 12 months)
$9.62M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.57M
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LEGR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC763$50K0.0%+96.6%0.039%
9/9/2026Integrated Wealth Concepts LLC1,246$80K0.0%N/A0.062%
8/27/2026Corient Private Wealth LP5,224$336K0.0%-3.2%0.261%
6/18/2026Western Wealth Management LLC2,443$141K0.0%N/A0.119%
5/19/2026Western Wealth Management LLC2,443$141K0.0%N/A0.119%
5/19/2026Bank of America Corp DE36,674$2.12M0.0%-1.1%1.789%
5/13/2026Cetera Investment Advisers4,502$260K0.0%+7.9%0.220%
4/30/2026Kestra Advisory Services LLC5,496$317K0.0%+9.9%0.268%
4/16/2026CPR Investments Inc.4,332$250K0.2%N/A0.217%
2/18/2026Vertex Planning Partners LLC3,500$208K0.0%N/A0.167%
2/17/2026Cetera Investment Advisers4,172$248K0.0%-17.4%0.199%
2/17/2026Equitable Holdings Inc.13,478$802K0.0%-1.5%0.642%
2/17/2026Osaic Holdings Inc.22,814$1.36M0.0%+2.7%1.086%
2/17/2026Royal Bank of Canada4,539$270K0.0%+16.6%0.216%
2/13/2026Kestra Advisory Services LLC5,002$298K0.0%-16.3%0.238%
2/13/2026First Trust Advisors LP22,683$1.35M0.0%-18.4%1.080%
2/13/2026Wells Fargo & Company MN450$27K0.0%+22,400.0%0.021%
2/12/2026Jane Street Group LLC19,143$1.14M0.0%N/A0.912%
2/12/2026Financial Engines Advisors L.L.C.140,315$8.35M0.0%-1.8%6.682%
2/12/2026Commonwealth Equity Services LLC13,275$790K0.0%-2.1%0.632%
2/12/2026Steward Partners Investment Advisory LLC16,599$988K0.0%+179.5%0.790%
2/11/2026LPL Financial LLC215,524$12.82M0.0%+4.8%10.263%
2/9/2026Flputnam Investment Management Co.27,916$1.66M0.0%-59.7%1.329%
2/9/2026Prospera Financial Services Inc3,615$215K0.0%N/A0.172%
2/2/2026Oppenheimer Asset Management Inc.19,240$1.15M0.0%-4.7%0.916%
1/28/2026Kingswood Wealth Advisors LLC60,934$3.63M0.2%+2.6%2.902%
1/21/2026Crux Wealth Advisors3,822$227K0.1%N/A0.182%
1/21/2026Sound Income Strategies LLC2,740$169K0.0%+3,412.8%0.130%
1/6/2026WealthCare Investment Partners LLC10,753$649K0.2%+5.2%0.512%
11/17/2025Financial Engines Advisors L.L.C.142,863$8.03M0.0%+33.6%6.803%
11/17/2025Susquehanna International Group LLP26,324$1.48M0.0%-34.1%1.254%
11/17/2025Flow Traders U.S. LLC13,189$741K0.0%+14.8%0.628%
11/17/2025Bank of America Corp DE38,459$2.16M0.0%-0.8%1.831%
11/17/2025Ameriprise Financial Inc.30,569$1.72M0.0%-24.0%1.456%
11/14/2025Raymond James Financial Inc.53,338$3.00M0.0%+1.6%2.540%
11/14/2025Equitable Holdings Inc.13,678$769K0.0%-10.5%0.651%
11/7/2025WealthCare Investment Partners LLC10,217$580K0.2%+4.9%0.487%
11/6/2025Oppenheimer Asset Management Inc.20,199$1.14M0.0%-1.2%0.962%
11/3/2025Belpointe Asset Management LLC6,547$368K0.0%+4.8%0.312%
10/23/2025Kingswood Wealth Advisors LLC59,414$3.34M0.2%N/A2.898%
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10/10/2025Flputnam Investment Management Co.69,198$3.89M0.1%-26.4%3.376%
9/4/2025Osaic Holdings Inc.24,690$1.33M0.0%-5.1%1.266%
8/15/2025Benjamin Edwards Inc.25,354$1.36M0.0%N/A1.300%
8/15/2025Bank of America Corp DE38,775$2.09M0.0%-4.5%1.988%
8/15/2025Ameriprise Financial Inc.40,208$2.16M0.0%+0.5%2.062%
8/14/2025Jane Street Group LLC4,163$224K0.0%N/A0.213%
8/14/2025Raymond James Financial Inc.52,499$2.83M0.0%+189.8%2.692%
8/13/2025Flow Traders U.S. LLC11,485$618K0.0%N/A0.589%
8/13/2025Twin Peaks Wealth Advisors LLC1,031$56K0.0%N/A0.053%
8/6/2025AE Wealth Management LLC2,105$113K0.0%-12.1%0.108%
7/31/2025Oppenheimer Asset Management Inc.20,439$1.10M0.0%-2.2%1.048%
7/9/2025WealthCare Investment Partners LLC9,743$528K0.2%-8.4%0.500%
5/20/2025Belpointe 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%
4/23/2025Oppenheimer Asset Management Inc.20,902$1.02M0.0%+5.5%1.100%
4/22/2025Cambridge Investment Research Advisors Inc.7,996$390K0.0%-5.8%0.421%
4/22/2025WealthCare Investment Partners LLC10,631$489K0.2%+2.1%0.560%
4/9/2025Flagstar 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%
11/6/2024Oppenheimer Asset Management Inc.19,934$938K0.0%-8.6%0.886%
10/8/2024WealthCare Investment Partners LLC10,367$492K0.2%-2.9%0.461%
9/30/2024Mattson Financial Services LLC10,691$464K0.2%N/A0.465%
8/30/2024Brown Financial Advisors888$39K0.0%N/A0.039%
8/8/2024Oppenheimer Asset Management Inc.21,815$947K0.0%+10.4%0.948%
8/7/2024Ashton 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%
7/18/2024WealthCare Investment Partners LLC10,677$464K0.2%-6.7%0.454%
7/18/2024Gradient Investments LLC57,755$2.51M0.1%+54.2%2.458%
5/7/2024Oppenheimer 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%
4/23/2024Gradient Investments LLC37,450$1.61M0.0%+118.8%1.529%
4/15/2024WealthCare Investment Partners LLC11,448$492K0.2%-2.9%0.467%
4/15/2024Flagstar Advisors Inc.13,789$592K0.2%+8.1%0.563%
4/5/2024NBC Securities Inc.590$25K0.0%-30.6%0.023%


LEGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of First Trust Indxx Innovative Transaction & Process ETF. The most heavily invested institutionals were LPL Financial LLC ($12.82M), Financial Engines Advisors L.L.C. ($8.35M), Alpha Omega Group Inc. ($4.75M), Kingswood Wealth Advisors LLC ($3.63M), Raymond James Financial Inc. ($3.00M), Bank of America Corp DE ($2.12M), and Ameriprise Financial Inc. ($1.72M).Learn more on First Trust Indxx Innovative Transaction & Process ETF's institutional investors.

Of the 33 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: Financial Engines Advisors L.L.C. ($76.80K), Raymond James Financial Inc. ($70.97K), Kingswood Wealth Advisors LLC ($60.93K), Flputnam Investment Management Co. ($27.52K), Benjamin Edwards Inc. ($25.35K), Jane Street Group LLC ($23.31K), and Flow Traders U.S. LLC ($13.19K).

Institutional investors have bought a total of 167,364 shares in the last 24 months. This purchase volume represents approximately $9.62M in transactions.

Of the 12 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: Flputnam Investment Management Co. ($41.28K), Susquehanna International Group LLP ($13.61K), Ameriprise Financial Inc. ($9.64K), First Trust Advisors LP ($5.10K), Financial Engines Advisors L.L.C. ($2.55K), Equitable Holdings Inc. ($1.80K), and Oppenheimer Asset Management Inc. ($1.20K).

Institutional investors have sold a total of 78,214 shares in the last 24 months. This volume of shares sold represents approximately $4.57M in transactions.


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Institutional ownership data for NASDAQ:LEGR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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