First Trust Indxx Innovative Transaction & Process
LEGR • NASDAQ
First Trust Indxx Innovative Transaction & Process is an exchange-traded fund on NASDAQ. As of Q3 2025, 49 institutional investors hold shares in this ETF, with total holdings valued at $47.6M. LPL Financial LLC is the largest holder with a position valued at $11.6M.
Overview
Overview of institutional ownership in LEGR as of Q3 2025
All Institutions
- Institutions
- 49
- Value Held
- $47.6M
- Shares Held
- 847.2K
- Avg Position
- $971.2K
- Median Position
- $252.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in LEGR as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $11.6M 0.00% of portfolio |
F Financial Engines Advisors L.L.C. Institution | $8.0M 0.02% of portfolio |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $3.9M 0.06% of portfolio |
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | $3.3M 0.20% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.2M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $1.7M 0.00% of portfolio |
 FIRST TRUST ADVISORS LP ETF Provider | $1.6M 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.5M 0.00% of portfolio |
B BENJAMIN EDWARDS INC Institution | $1.4M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LEGR in Q3 2025
- Traded
- +$12.6M
- Buyers
- 21
- Sellers
- 21
- Total Bought
- +$17.4M
- Total Sold
- −$4.8M
- Avg Position
- $881.3K
Biggest Buyers
| Institution | Net Bought |
|---|---|
F Financial Engines Advisors L.L.C. Institution | +$8.0M +35.9K shares |
L LPL Financial LLC Institution | +$5.4M +96.1K shares |
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | +$3.3M +59.4K shares |
+$330.7K +5.9K shares | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$47.2K +839.0 shares |
 Cetera Investment Advisers RIA/Wealth | +$41.0K +730.0 shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | +$28.6K +508.0 shares |
W WealthCare Investment Partners, LLC RIA/Wealth | +$26.9K +474.0 shares |
 NBC SECURITIES, INC. RIA/Wealth | +$26.7K +- shares |
A Advisory Services Network, LLC RIA/Wealth | +$17.2K +306.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | −$1.4M −24.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.2M −21.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$765.0K −13.6K shares |
AMERIPRISE FINANCIAL INC Institution | −$541.4K −9.6K shares |
J JANE STREET GROUP, LLC Institution | −$224.0K −4.2K shares |
A Advisor Group Holdings, Inc. Institution | −$135.2K −2.5K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$98.4K −1.8K shares |
 Equitable Holdings, Inc. Institution | −$89.9K −1.6K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | −$76.5K −1.4K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | −$56.2K −1.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LEGR in Q3 2025
- New Positions
- 4
- New Value
- $11.4M
- Exited Positions
- 5
- Exited Value
- $460.7K
New Positions
| Institution | Position Value |
|---|---|
F Financial Engines Advisors L.L.C. Institution | $8.0M 142.9K shares |
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | $3.3M 59.4K shares |
NBC SECURITIES, INC. RIA/Wealth | $26.7K 475.0 shares |
 BARCLAYS PLC Institution | $14.1K 250.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $224.0K 4.2K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $98.4K 1.8K shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $76.5K 1.4K shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $56.2K 1.0K shares |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | $5.7K 105.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in LEGR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LEGR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | 0.21% $671.4K |
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | 0.20% $3.3M |
W WealthCare Investment Partners, LLC RIA/Wealth | 0.19% $579.6K |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | 0.06% $3.9M |
B BENJAMIN EDWARDS INC Institution | 0.02% $1.4M |
F Financial Engines Advisors L.L.C. Institution | 0.02% $8.0M |
 Belpointe Asset Management LLC RIA/Wealth | 0.01% $368.1K |
O OLD MISSION CAPITAL LLC Institution | 0.01% $333.2K |
 OPPENHEIMER ASSET MANAGEMENT INC. RIA/Wealth | 0.01% $1.1M |
0.01% $115.7K |
