Who Owns First Trust Indxx Innovative Transaction & Process ETF (LEGR)?Hedge Fund & Institutional Holders

$57.64-0.30 (-0.52%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2000834836251999e+109T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$41.67$46.92$52.18$57.43$62.69Aug 24May 25Mar 26

LEGR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
KINGSWOOD WEALTH ADVISORS, LLCNew Position+61K+$3.6M
BENJAMIN EDWARDS INCNew Position+25K+$1.5M
JANE STREET GROUP, LLCNew Position+19K+$1.0M
Belpointe Asset Management LLCNew Position+7K+$389K
CRUX WEALTH ADVISORSNew Position+4K+$227K
Vertex Planning Partners, LLCNew Position+4K+$208K
Capital Investment Advisory Services, LLCNew Position+2K+$122K
CWM, LLCNew Position+2K+$116K
AE Wealth Management LLCNew Position+2K+$116K
CENTRAL TRUST CoNew Position+2K+$97K
Farther Finance Advisors, LLCNew Position+388+$23K
Strengthening Families & Communities, LLCNew Position+291+$17K
Cedar Mountain Advisors, LLCNew Position+137+$8K
Strive Financial Group ,LLCNew Position+147+$8K
TD Waterhouse Canada Inc.New Position+100+$5K

LEGR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Financial Engines Advisors L.L.C.Decreased-3K-$8.0B
FLPUTNAM INVESTMENT MANAGEMENT CODecreased-41K-$3.9B
BANK OF AMERICA CORP /DE/Decreased-1K-$2.2B
FIRST TRUST ADVISORS LPDecreased-5K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-329-$1.5B
OPPENHEIMER ASSET MANAGEMENT INC.Decreased-959-$1.1B
Equitable Holdings, Inc.Decreased-200-$768.9M
Kestra Advisory Services, LLCDecreased-975-$336.0M
OLD MISSION CAPITAL LLCClosed Position-6K-$333.2M
Corient Private Wealth LLCDecreased-38-$304.3M
Cetera Investment AdvisersDecreased-878-$283.9M
OneDigital Investment Advisors LLCClosed Position-4K-$252.9M
HARBOUR INVESTMENTS, INC.Decreased-33-$79.8M
IFP Advisors, IncDecreased-1-$26.3M
Advisory Services Network, LLCClosed Position-306-$17.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC215,524$12.0M0.00%Share
2Financial Engines Advisors L.L.C.140,315$8.3M0.02%Share
3KINGSWOOD WEALTH ADVISORS, LLC60,934$3.6M0.18%Share
4RAYMOND JAMES FINANCIAL INC46,225$2.0M0.00%Share
5AMERIPRISE FINANCIAL INC41,341$2.0M0.00%Share
6BENJAMIN EDWARDS INC25,149$1.5M0.02%Share
7OPPENHEIMER ASSET MANAGEMENT INC.19,240$1.1M0.01%Share
8BANK OF AMERICA CORP /DE/19,155$1.0M0.00%Share
9FLPUTNAM INVESTMENT MANAGEMENT CO27,916$1.0M0.01%Share
10FIRST TRUST ADVISORS LP22,683$1.0M0.00%Share
11JANE STREET GROUP, LLC19,143$1.0M0.00%Share
12BANK OF AMERICA CORP /DE/17,933$1.0M0.00%Share
13OSAIC HOLDINGS, INC.22,705$1.0M0.00%Share
14Vontobel Holding Ltd.18,000$1.0M0.00%Share
15FLAGSTAR ADVISORS INC11,993$713K0.24%Share
16WealthCare Investment Partners, LLC10,753$648K0.19%Share
17Belpointe Asset Management LLC6,547$389K0.01%Share
18Corient Private Wealth LLC5,381$320K0.00%Share
19CRUX WEALTH ADVISORS3,822$227K0.08%Share
20Vertex Planning Partners, LLC3,500$208K0.05%Share
21Sound Income Strategies, LLC2,740$168K0.01%Share
22Capital Investment Advisory Services, LLC2,058$122K0.01%Share
23CWM, LLC1,956$116K0.00%Share
24AE Wealth Management LLC1,956$116K0.00%Share
25CENTRAL TRUST Co1,635$97K0.00%Share
26HARBOUR INVESTMENTS, INC.1,388$82K0.00%Share
27NBC SECURITIES, INC.475$28K0.00%Share
28Farther Finance Advisors, LLC388$23K0.00%Share
29Strengthening Families & Communities, LLC291$17K0.01%Share
30ASSETMARK, INC256$15K0.00%Share
31KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC160$9K0.00%Share
32Strive Financial Group ,LLC147$8K0.00%Share
33Cedar Mountain Advisors, LLC137$8K0.00%Share
34TD Waterhouse Canada Inc.100$5K0.00%Share
35FLOW TRADERS U.S. LLC53,325$3K0.10%Share
36IFP Advisors, Inc467$00.00%Share
37Steward Partners Investment Advisory, LLC16,599$00.00%Share
38Prospera Financial Services Inc3,615$00.00%Share
39HighTower Advisors, LLC9,182$00.00%Share
40Kestra Advisory Services, LLC5,002$00.00%Share
41BANK OF MONTREAL /CAN/45$00.00%Share
42Global Retirement Partners, LLC768$00.00%Share
43Cambridge Investment Research Advisors, Inc.7,904$00.00%Share
44MORGAN STANLEY5$00.00%Share
45MORGAN STANLEY1,790$00.00%Share
46WELLS FARGO & COMPANY/MN450$00.00%Share
47WELLS FARGO & COMPANY/MN0$00.00%Share
48RAYMOND JAMES FINANCIAL INC9,776$00.00%Share
49Cetera Investment Advisers4,172$00.00%Share
50OSAIC HOLDINGS, INC.109$00.00%Share

LEGR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202558$40.9M+16
Q3 202542$42.3B-7
Q2 202549$36.5B-4
Q1 202553$33.1B+3
Q4 202450$238.1B+9
Q3 202441$16.7T-4
Q2 202445$19.0T+7
Q1 202438$14.5T—

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As of Q4 2025, 50 institutional investors hold LEGR (First Trust Indxx Innovative Transaction & Process ETF). The largest holder is LPL Financial LLC with $12.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own LEGR?

As of Q4 2025, 50 institutional investors report holding LEGR (First Trust Indxx Innovative Transaction & Process ETF) in their 13F filings.

Who is the largest institutional holder of LEGR?

The largest institutional holder of LEGR is LPL Financial LLC with $12.0M in shares.

Is institutional ownership of LEGR increasing or decreasing?

This quarter, 15 institutions opened new positions in LEGR and 3 closed their positions.