LEGR Institutional Ownership
First Trust Indxx Innovative Transaction & Process ETF
1W: -1.7%
1M: -2.8%
3M: +0.2%
YTD: +7.7%
1Y: +15.0%
3Y: +86.3%
5Y: +68.5%
$64.94
+0.03 (+0.04%)
Weekly Expected Move ±1.7%
$63
$64
$65
$66
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LEGR
71
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
7
New Positions
23
Increased
26
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 139,661 | $9M | -8,843 | -6.0% | 34Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 107,185 | $7M | -955 | -0.9% | 19Q | SEC ↗ |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | 92,542 | $6M | +31,066 | +50.5% | 4Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,429 | $4M | -28,759 | -29.6% | 20Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 61,087 | $4M | -1,685 | -2.7% | 7Q | SEC ↗ |
| 6 | Steward Partners Investment Advisory, | 44,502 | $3M | +11,448 | +34.6% | 22Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 36,518 | $2M | -156 | -0.4% | 15Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC NEW | 30,386 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | FLOW TRADERS U.S. LLC NEW | 26,349 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | BENJAMIN EDWARDS INC | 25,402 | $2M | -57 | -0.2% | 5Q | SEC ↗ |
| 11 | FIRST TRUST ADVISORS LP | 22,816 | $1M | +133 | +0.6% | 33Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 19,115 | $1M | +586 | +3.2% | 26Q | SEC ↗ |
| 13 | Vontobel Holding Ltd. | 18,000 | $1M | — | +0.0% | 17Q | SEC ↗ |
| 14 | OPPENHEIMER ASSET MANAGEMENT INC. | 16,015 | $1M | -63 | -0.4% | 22Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 13,704 | $890K | -198 | -1.4% | 24Q | SEC ↗ |
| 16 | FLPUTNAM INVESTMENT MANAGEMENT CO | 12,995 | $844K | -3,583 | -21.6% | 6Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 12,730 | $827K | -616 | -4.6% | 23Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 12,354 | $802K | -20,780 | -62.7% | 16Q | SEC ↗ |
| 19 | FLAGSTAR SECURITIES, INC | 12,162 | $790K | +114 | +0.9% | 18Q | SEC ↗ |
| 20 | WealthCare Investment Partners, LLC | 10,763 | $699K | +10 | +0.1% | 19Q | SEC ↗ |
| 21 | CRUX WEALTH ADVISORS | 10,460 | $679K | +6,053 | +137.3% | 3Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 9,269 | $602K | +69 | +0.8% | 15Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 7,972 | $518K | -2,558 | -24.3% | 22Q | SEC ↗ |
| 24 | Belpointe Asset Management LLC | 6,547 | $425K | — | +0.0% | 10Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 6,367 | $413K | +2,339 | +58.1% | 5Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 5,885 | $382K | +389 | +7.1% | 15Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 5,270 | $342K | +768 | +17.1% | 10Q | SEC ↗ |
| 28 | Corient Private Wealth LP | 5,224 | $339K | -170 | -3.2% | 11Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 4,501 | $292K | +106 | +2.4% | 34Q | SEC ↗ |
| 30 | Prospera Financial Services Inc | 3,615 | $235K | — | +0.0% | 3Q | SEC ↗ |
| 31 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 3,570 | $232K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Vertex Planning Partners, LLC | 3,500 | $227K | — | +0.0% | 3Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV | 3,226 | $209K | -2,315 | -41.8% | 2Q | SEC ↗ |
| 34 | BANK OF MONTREAL /CAN | 2,546 | $165K | +2,101 | +472.1% | 22Q | SEC ↗ |
| 35 | Capital Investment Advisory Services, | 2,058 | $134K | — | +0.0% | 11Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 1,969 | $128K | +366 | +22.8% | 17Q | SEC ↗ |
| 37 | CWM, LLC | 1,956 | $127K | — | +0.0% | 18Q | SEC ↗ |
| 38 | MORGAN STANLEY | 1,878 | $122K | +81 | +4.5% | 20Q | SEC ↗ |
| 39 | Ashton Thomas Private Wealth, LLC | 1,853 | $120K | +15 | +0.8% | 2Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 1,794 | $117K | -39 | -2.1% | 7Q | SEC ↗ |
| 41 | CENTRAL TRUST Co | 1,635 | $106K | — | +0.0% | 18Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC NEW | 1,246 | $81K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Aptus Capital Advisors, LLC | 850 | $55K | -573 | -40.3% | 9Q | SEC ↗ |
| 44 | Global Retirement Partners, LLC NEW | 768 | $50K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Arax Advisory Partners | 582 | $38K | +291 | +100.0% | 3Q | SEC ↗ |
| 46 | LANARK FINANCIAL, INC. | 475 | $31K | — | +0.0% | 6Q | SEC ↗ |
| 47 | IFP Advisors, Inc | 469 | $30K | +1 | +0.2% | 28Q | SEC ↗ |
| 48 | Benson Wealth Management INC | 407 | $26K | -9,784 | -96.0% | 2Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 388 | $25K | — | +0.0% | 3Q | SEC ↗ |
| 50 | ASSETMARK, INC | 369 | $24K | +172 | +87.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 30,386 | $2M |
| FLOW TRADERS U.S. LLC | 26,349 | $2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,570 | $232K |
| Integrated Wealth Concepts LLC | 1,246 | $81K |
| Global Retirement Partners, LLC | 768 | $50K |
| IFG Advisory, LLC | 243 | $16K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 0 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IHT Wealth Management, LLC | 5,864 | $381K |
| CPR Investments Inc. | 4,332 | $281K |
| Sound Income Strategies, LLC | 2,662 | $173K |
| Western Wealth Management, LLC | 2,443 | $159K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,423 | $92K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,031 | $67K |
| JONES FINANCIAL COMPANIES LLLP | 360 | $23K |
| Advisory Services Network, LLC | 306 | $20K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | +31,066 | +50.5% | 92,542 |
| Steward Partners Investment Advisor | +11,448 | +34.6% | 44,502 |
| CRUX WEALTH ADVISORS | +6,053 | +137.3% | 10,460 |
| STIFEL FINANCIAL CORP | +2,339 | +58.1% | 6,367 |
| BANK OF MONTREAL /CAN | +2,101 | +472.1% | 2,546 |
| Cetera Investment Advisers | +768 | +17.1% | 5,270 |
| OSAIC HOLDINGS, INC. | +586 | +3.2% | 19,115 |
| Kestra Advisory Services, LLC | +389 | +7.1% | 5,885 |
| HARBOUR INVESTMENTS, INC. | +366 | +22.8% | 1,969 |
| Arax Advisory Partners | +291 | +100.0% | 582 |
| ASSETMARK, INC | +172 | +87.3% | 369 |
| FIRST TRUST ADVISORS LP | +133 | +0.6% | 22,816 |
| FLAGSTAR SECURITIES, INC | +114 | +0.9% | 12,162 |
| ROYAL BANK OF CANADA | +106 | +2.4% | 4,501 |
| MORGAN STANLEY | +81 | +4.5% | 1,878 |
| HighTower Advisors, LLC | +69 | +0.8% | 9,269 |
| Ashton Thomas Private Wealth, LLC | +15 | +0.8% | 1,853 |
| WealthCare Investment Partners, LLC | +10 | +0.1% | 10,763 |
| Rockefeller Capital Management L.P. | +2 | +0.8% | 260 |
| Strengthening Families & Communitie | +2 | +0.8% | 268 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -28,759 | -29.6% | 68,429 |
| AMERIPRISE FINANCIAL INC | -20,780 | -62.7% | 12,354 |
| Benson Wealth Management INC | -9,784 | -96.0% | 407 |
| LPL Financial LLC | -8,843 | -6.0% | 139,661 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -3,583 | -21.6% | 12,995 |
| Cambridge Investment Research Advis | -2,558 | -24.3% | 7,972 |
| MERCER GLOBAL ADVISORS INC /ADV | -2,315 | -41.8% | 3,226 |
| RAYMOND JAMES FINANCIAL INC | -1,685 | -2.7% | 61,087 |
| Financial Engines Advisors L.L.C. | -955 | -0.9% | 107,185 |
| COMMONWEALTH EQUITY SERVICES, LLC | -616 | -4.6% | 12,730 |
| UBS Group AG | -607 | -80.1% | 151 |
| Aptus Capital Advisors, LLC | -573 | -40.3% | 850 |
| WELLS FARGO & COMPANY/MN | -451 | -100.0% | 0 |
| Equitable Holdings, Inc. | -198 | -1.4% | 13,704 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -195 | -40.6% | 285 |
| Corient Private Wealth LP | -170 | -3.2% | 5,224 |
| BANK OF AMERICA CORP /DE | -156 | -0.4% | 36,518 |
| OPPENHEIMER ASSET MANAGEMENT INC. | -63 | -0.4% | 16,015 |
| BENJAMIN EDWARDS INC | -57 | -0.2% | 25,402 |
| AE Wealth Management LLC | -39 | -2.1% | 1,794 |