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

$44.50
-0.14 (-0.31%)
(As of 05/20/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Indxx Innovative Transaction & Process ETF (NASDAQ:LEGR)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$6.31M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.53M
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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
5/7/2024 Oppenheimer Asset Management Inc.19,761$849K0.0%-2.1%0.807%
4/25/2024 Eudaimonia Partners LLC22,854$982K0.2%-6.1%0.933%
4/25/2024 Eudaimonia 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%
2/8/2024 Eudaimonia Partners LLC24,335$996K0.3%-14.9%0.954%
2/6/2024 SRS Capital Advisors Inc.9,127$373K0.0%+220.2%0.358%
2/1/2024 Eudaimonia Advisors LLC30,335$1.24M0.8%-12.8%1.190%
2/1/2024 Capital 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%
1/16/2024 Raymond James Financial Services Advisors Inc.19,623$803K0.0%-3.7%0.770%
1/16/2024 Raymond James & Associates8,217$336K0.0%+3.3%0.322%
11/15/2023 SRS Capital Advisors Inc.2,850$105K0.0%+31.5%0.112%
11/13/2023 LPL Financial LLC93,078$3.44M0.0%+8.9%3.650%
11/13/2023 Kestra Advisory Services LLC6,769$250K0.0%+10.7%0.265%
11/13/2023 Financial Engines Advisors L.L.C.72,484$2.68M0.0%+4.1%2.843%
11/8/2023 HighTower Advisors LLC17,769$659K0.0%+28.3%0.697%
11/8/2023 Oppenheimer Asset Management Inc.19,784$730K0.0%+2.4%0.776%
11/7/2023 Advisors Preferred LLC716$26K0.0%N/A0.028%
11/7/2023 Alpha 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%
10/24/2023 Eudaimonia Partners LLC28,602$1.06M0.3%+61.0%1.122%
10/24/2023 Eudaimonia Advisors LLC34,782$1.28M0.9%+45.2%1.364%
10/24/2023 Raymond 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%
10/11/2023 AE Wealth Management LLC9,582$354K0.0%-20.0%0.376%
8/11/2023 Financial Engines Advisors L.L.C.69,634$2.68M0.0%+1.0%2.487%
8/9/2023 Flow Traders U.S. LLC17,917$689K0.0%N/A0.640%
8/8/2023 Alpha Omega Group Inc.77,023$2.96M5.5%+11.6%2.751%
8/3/2023 CWM LLC2,556$98K0.0%-22.2%0.091%
7/31/2023 LPL Financial LLC85,471$3.29M0.0%-13.5%3.053%
7/25/2023 Raymond James Financial Services Advisors Inc.20,504$788K0.0%-1.3%0.732%
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7/25/2023 Raymond James & Associates10,642$409K0.0%-14.1%0.380%
7/20/2023 International Assets Investment Management LLC16,345$464K0.1%N/A0.584%
7/19/2023 Eudaimonia Partners LLC17,766$683K0.2%+17.0%0.635%
7/19/2023 Eudaimonia 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%
7/10/2023 AE 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%
5/3/2023 Advisors Preferred LLC2,397$90K0.0%N/A0.077%
5/1/2023 CWM LLC3,286$123K0.0%+28.6%0.106%
4/25/2023 Eudaimonia Partners LLC15,182$567K0.1%+61.7%0.482%
4/25/2023 Eudaimonia Advisors LLC24,550$917K0.6%+244.0%0.779%
4/25/2023 Millburn Ridgefield Corp739$28K0.0%N/A0.023%
4/19/2023 CENTRAL TRUST Co1,635$61K0.0%-60.9%0.052%
4/19/2023 TrueWealth Advisors LLC5,942$222K0.1%-80.0%0.189%
4/17/2023 Gradient Investments LLC1,935$72K0.0%+115.5%0.061%
4/14/2023 AE Wealth Management LLC12,518$467K0.0%-5.4%0.397%
4/14/2023 Raymond James & Associates12,396$463K0.0%+12.5%0.394%
4/10/2023 WealthCare Investment Partners LLC13,609$508K0.3%-2.5%0.432%
2/9/2023 First Trust Advisors LP42,558$1.46M0.0%-11.3%1.351%
2/9/2023 Alpha Omega Group Inc.60,301$2.07M2.9%N/A1.914%
2/9/2023 HighTower Advisors LLC11,239$385K0.0%N/A0.357%
2/8/2023 Raymond James Financial Services Advisors Inc.20,856$714K0.0%-15.8%0.662%
2/8/2023 UBS Group AG4,049$139K0.0%-20.5%0.129%
2/8/2023 Belpointe Asset Management LLC13,634$467K0.0%+79.0%0.433%
2/8/2023 Cambridge Investment Research Advisors Inc.11,257$386K0.0%-14.1%0.357%
2/8/2023 Oppenheimer & Co. Inc.7,086$243K0.0%-21.6%0.225%
2/7/2023Commonwealth Equity Services LLC15,249$522K0.0%-7.8%0.484%
2/7/2023 LPL Financial LLC99,005$3.39M0.0%-24.6%3.143%
2/7/2023IFP Advisors Inc2,268$68K0.0%-11.8%0.072%
2/7/2023 Envestnet Asset Management Inc.8,765$300K0.0%-51.4%0.278%
2/7/2023 Oppenheimer Asset Management Inc.20,510$702K0.0%-2.7%0.651%
2/1/2023 Gladstone Institutional Advisory LLC12,311$422K0.0%-14.3%0.391%
2/1/2023 Kestra Private Wealth Services LLC6,220$213K0.0%-9.8%0.197%
1/31/2023 Kestra Advisory Services LLC6,104$209K0.0%N/A0.194%
1/30/2023 Concourse Financial Group Securities Inc.129,015$4.42M0.4%+1.5%4.096%
1/25/2023 Mayflower Financial Advisors LLC13,963$478K0.1%N/A0.443%
1/23/2023 TrueWealth Advisors LLC29,662$1.02M0.4%-9.4%0.942%
1/19/2023 Mayflower Financial Advisors LLC13,963$478K0.3%N/A0.443%
1/10/2023 Gradient Investments LLC898$31K0.0%+789.1%0.029%
11/15/2022 Signature Securities Group Corporation12,035$365K0.1%+70.4%0.365%
11/15/2022 Belpointe Asset Management LLC7,616$231K0.0%N/A0.231%
11/14/2022 OLD Mission Capital LLC62,376$1.89M0.1%N/A1.890%
11/14/2022 Oppenheimer & Co. Inc.9,041$274K0.0%-14.9%0.274%
11/10/2022Kingsbury Capital Investment Advisors LLC25,606$776K1.2%-11.1%0.776%
11/4/2022 Eudaimonia Partners LLC9,288$281K0.1%+26.9%0.281%
10/27/2022 CWM LLC2,556$77K0.0%-11.9%0.077%
10/26/2022 Truist Financial Corp15,680$475K0.0%-16.0%0.475%
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10/25/2022 Raymond James & Associates12,743$386K0.0%+3.1%0.386%
10/25/2022 AE Wealth Management LLC13,125$398K0.0%+16.4%0.398%
10/25/2022 Raymond James Financial Services Advisors Inc.24,779$751K0.0%-51.9%0.751%
10/21/2022 TrueWealth Advisors LLC32,756$992K0.5%+2.2%0.993%
10/20/2022 Gladstone Institutional Advisory LLC14,358$435K0.0%-12.6%0.435%
10/17/2022 Cambridge Investment Research Advisors Inc.13,108$397K0.0%+6.5%0.403%
10/17/2022 WealthCare Investment Partners LLC14,884$451K0.4%+5.3%0.458%
8/17/2022 International Assets Investment Management LLC21,180$507K0.0%N/A0.597%
8/15/2022 Kestra Private Wealth Services LLC6,898$234K0.0%-9.4%0.194%
8/13/2022 Concourse Financial Group Securities Inc.123,798$4.19M0.4%+0.9%3.487%
(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, 45 institutional investors and hedge funds held shares of First Trust Indxx Innovative Transaction & Process ETF. The most heavily invested institutionals were Concourse Financial Group Securities Inc. ($4.42M), LPL Financial LLC ($3.44M), Alpha Omega Group Inc. ($3.14M), Financial Engines Advisors L.L.C. ($2.68M), OLD Mission Capital LLC ($1.89M), Eudaimonia Advisors LLC ($1.72M), and Gradient Investments LLC ($1.61M).Learn more on LEGR's institutional investors.

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

Of the 32 institutional investors that purchased First Trust Indxx Innovative Transaction & Process ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alpha Omega Group Inc. ($76.24K), OLD Mission Capital LLC ($62.38K), International Assets Investment Management LLC ($41.91K), Eudaimonia Advisors LLC ($37.83K), Gradient Investments LLC ($37.35K), Mayflower Financial Advisors LLC ($27.93K), and Eudaimonia Partners LLC ($21.18K).

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

Institutional investors have bought a total of 454,179 shares in the last 24 months. This purchase volume represents approximately $25.84M in transactions.

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

Of the 26 institutional investors that sold First Trust Indxx Innovative Transaction & Process ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($45.61K), Raymond James Financial Services Advisors Inc. ($31.64K), TrueWealth Advisors LLC ($26.81K), Envestnet Asset Management Inc. ($23.42K), Integrated Wealth Concepts LLC ($14.69K), Oppenheimer & Co. Inc. ($13.09K), and Commonwealth Equity Services LLC ($6.01K).

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

Institutional investors have sold a total of 215,682 shares in the last 24 months. This volume of shares sold represents approximately $13.47M in transactions.


This page (NASDAQ:LEGR) was last updated on 5/21/2024 by MarketBeat.com Staff

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