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Get Institutions for : 
First Trust Indxx Innovative Transaction And Process (LEGR)  
$43.53 0.45 (1.04%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    0
Total shares held : 
 799,784  
% of shares held : 
 5.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,802  
% of shares held change : 
   0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.63  
Last Quarter's Ending Price : 
 $40.91  
Last Quarter's Average Price : 
 $37.92  
Change from last quarter's     
avg. price to the last closing  : 
5.61 (14.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 11,421
 1.43%
 
Increased Positions :
20
 82,757
 10.35%
 
Unchanged Positions :
20
 43,408
 5.43%
 
Decreased Positions :
18
-54,089
-6.76%
 
Closed Positions :
4
-38,287
-4.79%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1768 - 2023-12-31 106,169 $4,343,000 13,091
   FINANCIAL ENGINES ADVISORS L.L.C. 113 - 2023-12-31 86,539 $3,540,000 14,055
   Alpha Omega Group Inc. 7 - 2023-12-31 85,007 $3,478,000 55
   BANK OF AMERICA CORP /DE/ 3322 - 2023-12-31 64,322 $2,631,000 -8,888
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2020 - 2023-12-31 43,420 $1,776,000 23,069
   EUDAIMONIA ADVISORS LLC 30 - 2024-03-31 39,934 $1,715,000 9,599
   GRADIENT INVESTMENTS LLC 168 - 2024-03-31 37,450 $1,608,000 20,330
   FIRST TRUST ADVISORS LP 1829 - 2023-12-31 37,699 $1,542,000 -90
   AMERIPRISE FINANCIAL INC 2953 - 2023-12-31 35,385 $1,449,000 -2,105
   Advisor Group Holdings Inc. 2339 - 2023-12-31 29,020 $1,187,000 6,346
   HIGHTOWER ADVISORS, LLC 1791 - 2023-12-31 24,477 $1,002,000 6,708
   Eudaimonia Partners LLC 96 - 2024-03-31 22,854 $982,000 -1,481
   OPPENHEIMER ASSET MANAGEMENT INC 759 - 2023-12-31 20,188 $826,000 404
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2234 - 2024-03-31 17,100 $734,000 -2,523
   Equitable Holdings Inc. 672 - 2023-12-31 16,610 $680,000 0
   Vontobel Holding Ltd. 807 - 2023-12-31 15,000 $614,000 0
   ENVESTNET ASSET MANAGEMENT INC 3205 - 2023-12-31 14,823 $606,000 318
   SIGNATURE SECURITIES GROUP CORPORATION 111 - 2024-03-31 13,789 $592,000 1,034
   WealthCare Investment Partners LLC 83 - 2024-03-31 11,448 $492,000 -340
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2308 - 2024-03-31 11,012 $473,000 -5,641
   COMMONWEALTH EQUITY SERVICES LLC. 2898 - 2024-03-31 10,196 $438,000 -242
   JANE STREET GROUP LLC 4190 - 2023-12-31 9,573 $392,000 -24,060
   SRS Capital Advisors Inc. 202 - 2023-12-31 9,127 $373,000 6,277
   RAYMOND JAMES & ASSOCIATES 3250 - 2024-03-31 8,091 $348,000 -126
   Kestra Advisory Services LLC 1810 - 2023-12-31 7,582 $310,000 813
   AE Wealth Management LLC 1760 - 2023-12-31 6,527 $266,000 -3,055
   JANNEY MONTGOMERY SCOTT LLC 2523 - 2024-03-31 4,915 $211,000 0
   CI Private Wealth LLC 2041 *New 2023-12-31 5,140 $210,000 5,140
   ROYAL BANK OF CANADA 4609 - 2023-12-31 4,071 $166,000 -2,413
   PIN OAK INVESTMENT ADVISORS INC 124 - 2023-12-31 2,500 $102,000 0
   ICA Group Wealth Management LLC 364 - 2023-12-31 2,334 $95,000 2,334
   BENJAMIN F. EDWARDS & COMPANY INC. 1127 - 2024-03-31 2,035 $87,000 -50
   CWM LLC 1966 - 2024-03-31 1,956 $84,000 -600
   UBS Group AG 5067 - 2023-12-31 1,913 $78,000 232
   PROVENCE WEALTH MANAGEMENT GROUP 196 - 2023-12-31 1,750 $72,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 738 - 2024-03-31 1,635 $70,000 0
   MORGAN STANLEY 5908 - 2023-12-31 1,368 $56,000 1,051
   Tyler-Stone Wealth Management 356 - 2023-12-31 1,175 $48,000 0
   Capital Investment Advisory Services LLC 661 - 2024-03-31 1,100 $47,000 0
   WELLS FARGO & CO/MN 4729 - 2023-12-31 932 $38,000 401
   Millburn Ridgefield Corp 80 - 2024-03-31 773 $33,000 0
   HARBOUR INVESTMENTS INC. 1673 - 2023-12-31 756 $31,000 0
   NBC SECURITIES INC. 1366 - 2024-03-31 590 $25,000 -260
   Global Retirement Partners LLC 1811 - 2024-03-31 449 $19,000 -3
   IFP Advisors Inc 1917 - 2023-12-31 454 $19,000 3
   J P MORGAN CHASE & CO 4997 - 2023-12-31 359 $15,000 -461
   ARMSTRONG ADVISORY GROUP INC 547 - 2024-03-31 288 $12,000 0
   Capital Analysts Inc. 869 - 2023-12-31 281 $11,000 0
   ADVISORY SERVICES NETWORK, LLC 2795 *New 2023-12-31 266 $11,000 266
   Sanctuary Wealth Management L.L.C. 154 - 2023-12-31 226 $9,000 0
   PSI Advisors LLC 504 - 2024-03-31 203 $9,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2625 - 2023-12-31 228 $9,000 228
   Steward Partners Investment Advisory LLC 2815 - 2023-12-31 159 $7,000 -10
   Cedar Mountain Advisors LLC 215 - 2024-03-31 131 $6,000 0
   DHJJ Financial Advisors Ltd. 502 - 2024-03-31 105 $5,000 0
   BLAIR WILLIAM & CO/IL 1728 - 2023-12-31 100 $4,000 0
   TD Waterhouse Canada Inc. 1424 - 2023-12-31 100 $4,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 68 $3,000 0
   Coppell Advisory Solutions LLC 1295 - 2023-12-31 58 $2,000 -1
   BANK OF MONTREAL /CAN/ 3287 - 2023-12-31 45 $2,000 0
   CLAUDIA M.P. BATLLE CRP (R) LLC 96 *Closed 2023-12-31 0 $0 -30,954
   BB&T CORP 2579 *Closed 2023-12-31 0 $0 -6,196
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -716
   Coppell Advisory Solutions Corp. 805 *Closed 2023-03-31 0 $0 -59
   HALLMARK CAPITAL MANAGEMENT INC 321 - 2024-03-31 9 $0 0
   TORONTO DOMINION BANK 1444 - 2023-12-31 1 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  67 Records found
  1    
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