LEGR institutional holders

First Trust Indxx Innovative Transaction & Process ETF · 66 reporting institutions · $54.4M reported value

Institutional holdings

Institutions reporting LEGR, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$9M23,4582026-06-30
Edelman Financial Engines$6.9M7222026-06-30
Kingswood Wealth Advisors, LLC$5.9M1232026-06-30
Susquehanna International Group, LLP$4.4M02026-06-30
Raymond James Financial Inc$3.9M02026-06-30
Steward Partners Investment Advisory, LLC$2.9M4812026-06-30
Bank of America Corp /de$2.3M02026-06-30
Jane Street Group, LLC$2M02026-06-30
Benjamin Edwards Inc$1.6M02026-06-30
First Trust Advisors LP$1.5M6072026-06-30
Osaic Holdings, Inc.$1.2M02026-06-30
Vontobel Holding Ltd.$1.2M02026-06-30
Oppenheimer Asset Management$1M52026-06-30
Equitable Holdings, Inc.$880.5K02026-06-30
Flputnam Investment Management Co$834.9K782026-06-30
Commonwealth Equity Services, LLC$817.9K2,8632026-06-30
Ameriprise Financial Inc$793.8K02026-06-30
Flagstar Securities, Inc$781.4K302026-06-30
Wealthcare Investment Partners LLC$691.5K62026-06-30
Crux Wealth Advisors$672.1K92026-06-30
Hightower Advisors, LLC$595.5K1,0462026-06-30
Belpointe Asset Management LLC$420.6K1702026-06-30
Stifel Financial Corp$409.1K02026-06-30
Kestra Advisory Services, LLC$378.1K1,4792026-06-30
Cetera Investment Advisers$338.6K10,3702026-06-30
Corient Private Wealth LP$335.6K6742026-06-30
Royal Bank of Canada$290K02026-06-30
Prospera Financial Services, Inc.$232.3K2702026-06-30
Kestra Private Wealth Services, LLC$229.4K2062026-06-30
Vertex Planning Partners, LLC$224.9K142026-06-30
Mercer Global Advisors Inc /adv$207.3K02026-06-30
Bank of Montreal /can$163.6K02026-06-30
Capital Investment Advisory Services, LLC$132.3K1032026-06-30
Harbour Investments, Inc.$126.5K2472026-06-30
Morgan Stanley$120.7K23,1852026-06-30
Ashton Thomas Private Wealth, LLC$119K962026-06-30
Ae Wealth Management LLC$115.3K4712026-06-30
Cwm, LLC$113K6672026-03-31
Central Trust Co$105K02026-06-30
Integrated Wealth Concepts LLC$80.1K4802026-06-30
Aptus Capital Advisors, LLC$54.6K212026-06-30
Global Retirement Partners LLC$49.3K4912026-06-30
Arax Advisory Partners$37.4K2322026-06-30
Lanark Financial, Inc.$30.5K692026-06-30
Ifp Advisors, Inc$30.1K3182026-06-30
Benson Wealth Management, Inc.$26.2K22026-06-30
Farther Finance Advisors, LLC$24.9K3342026-06-30
Assetmark, Inc$23.7K2202026-06-30
O'Shaughnessy Asset Management, LLC$18.3K582026-06-30
Strengthening Families & Communities, LLC$17.2K112026-06-30
Rockefeller Capital Management LP$16.8K3462026-06-30
Ifg Advisory, LLC$15.6K1102026-06-30
Pfs Partners, LLC$15.5K102026-06-30
Kayne Anderson Rudnick Investment Management LLC$10.3K362026-06-30
UBS Group AG$9.7K02026-06-30
Strive Financial Group , LLC$9.4K112026-06-30
Cedar Mountain Advisors, LLC$8.9K62026-06-30
Blair William & Co/il$6.4K3292026-06-30
TD Waterhouse Canada Inc.$6.4K02026-06-30
Fmr LLC$3.3K02026-06-30
Signaturefd, LLC$3.3K492026-06-30
Flow Traders U.S. LLC$1.7K02026-06-30
Cambridge Investment Research Advisors, Inc.$6083,9402026-03-31
Wells Fargo & Company/mn$3102026-06-30
International Assets Investment Management, LLC$151222026-06-30
Hantz Financial Services, Inc.$13962026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30