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First Trust Indxx Innovative (LEGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares141,770 from 139,661
Change+2,109 (+2%)
Value$9.2M (+$264.3K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares85,069 from 92,542
Change-7,473 (-8%)
Value$5.5M (-$402.8K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares16,188 from 16,015
Change+173 (+1%)
Value$1.1M (+$25.8K)
Filed 2026-10-27
WealthCare Investment Partners, LLC
INCREASED
Shares12,996 from 10,763
Change+2,233 (+21%)
Value$846.8K (+$155.2K)
Filed 2026-11-05
Flagstar Securities, Inc
INCREASED
Shares12,194 from 12,162
Change+32 (+0%)
Value$794.5K (+$13.1K)
Filed 2026-10-15
Fifth Third Securities, Inc.
NEW
Shares11,502
Change+11,502
Value$749.5K
Filed 2026-10-21
Vontobel Holding Ltd.
DECREASED
Shares10,000 from 18,000
Change-8,000 (-44%)
Value$651.6K (-$504.9K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares9,774 from 12,730
Change-2,956 (-23%)
Value$636.9K (-$181.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,876 from 7,972
Change-96 (-1%)
Value$513.0K (+$1.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares5,234 from 5,885
Change-651 (-11%)
Value$341.1K (-$37.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares5,207 from 3,570
Change+1,637 (+46%)
Value$339.3K (+$109.9K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares3,995 from 3,615
Change+380 (+11%)
Value$258.9K (+$26.6K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$134.1K (+$1.9K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,825 from 1,853
Change-28 (-2%)
Value$118.9K (-$109)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$106.5K (+$1.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares763 from 388
Change+375 (+97%)
Value$49.7K (+$24.8K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$31.0K (+$432)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares341 from 469
Change-128 (-27%)
Value$22.2K (-$7.9K)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares317 from 369
Change-52 (-14%)
Value$20.7K (-$3.1K)
Filed 2026-10-21
PFS Partners, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$15.8K (+$220)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (+$136)
Filed 2026-10-16
Strengthening Families & Communities, LLC
DECREASED
Shares88 from 268
Change-180 (-67%)
Value$5.7K (-$11.5K)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.3K (+$55)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares14
Change+14
Value$912
Filed 2026-10-15
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$15)
Filed 2026-11-02
Financial Engines Advisors L.L.C.
N/A
Shares— from 107,185
Change-107,185 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 68,429
Change-68,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 61,087
Change-61,087 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,502
Change-44,502 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 36,518
Change-36,518 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,386
Change-30,386 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 26,349
Change-26,349 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 25,402
Change-25,402 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 22,816
Change-22,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,115
Change-19,115 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,704
Change-13,704 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,367
Change-6,367 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 582
Change-582 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 407
Change-407 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 260
Change-260 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
UBS Group AG
N/A
Shares— from 151
Change-151 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Blair William & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED141,770139,661+2,109+2%$9.0M$9.2M+$264.3K2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED85,06992,542-7,473-8%$5.9M$5.5M-$402.8K2026-10-23
Oppenheimer Asset Management Inc.
INCREASED16,18816,015+173+1%$1.0M$1.1M+$25.8K2026-10-27
WealthCare Investment Partners, LLC
INCREASED12,99610,763+2,233+21%$691.5K$846.8K+$155.2K2026-11-05
Flagstar Securities, Inc
INCREASED12,19412,162+32+0%$781.4K$794.5K+$13.1K2026-10-15
Fifth Third Securities, Inc.
NEW11,502—+11,502——$749.5K—2026-10-21
Vontobel Holding Ltd.
DECREASED10,00018,000-8,000-44%$1.2M$651.6K-$504.9K2026-10-16
Commonwealth Equity Services, LLC
DECREASED9,77412,730-2,956-23%$817.9K$636.9K-$181.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED7,8767,972-96-1%$512.0K$513.0K+$1.0K2026-11-02
Kestra Advisory Services, LLC
DECREASED5,2345,885-651-11%$378.1K$341.1K-$37.0K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED5,2073,570+1,637+46%$229.4K$339.3K+$109.9K2026-11-06
Prospera Financial Services Inc
INCREASED3,9953,615+380+11%$232.3K$258.9K+$26.6K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED2,0582,05800%$132.3K$134.1K+$1.9K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED1,8251,853-28-2%$119.0K$118.9K-$1092026-11-03
Central Trust Co
UNCHANGED1,6351,63500%$105.0K$106.5K+$1.5K2026-11-05
Farther Finance Advisors, LLC
INCREASED763388+375+97%$24.9K$49.7K+$24.8K2026-10-08
Lanark Financial, Inc.
UNCHANGED47547500%$30.5K$31.0K+$4322026-10-26
IFP Advisors, Inc
DECREASED341469-128-27%$30.1K$22.2K-$7.9K2026-10-16
Assetmark, Inc
DECREASED317369-52-14%$23.7K$20.7K-$3.1K2026-10-21
PFS Partners, LLC
UNCHANGED24224200%$15.5K$15.8K+$2202026-10-21
TD Waterhouse Canada Inc.
UNCHANGED10010000%$6.4K$6.5K+$1362026-10-16
Strengthening Families & Communities, LLC
DECREASED88268-180-67%$17.2K$5.7K-$11.5K2026-10-21
Signaturefd, LLC
UNCHANGED515100%$3.3K$3.3K+$552026-10-23
Blue Trust, Inc.
NEW14—+14——$912—2026-10-15
Cedar Mountain Advisors, LLC
CLOSED0139-139-100%$8.9K$0-$8.9K2026-10-15
International Assets Investment Management, LLC
CLOSED000—$15$0-$152026-11-02
Financial Engines Advisors L.L.C.
N/A—107,185-107,185-100%$6.9M———
Susquehanna International Group, LLP
N/A—68,429-68,429-100%$4.4M———
Raymond James Financial Inc
N/A—61,087-61,087-100%$3.9M———
Steward Partners Investment Advisory, LLC
N/A—44,502-44,502-100%$2.9M———
Bank of America Corp
N/A—36,518-36,518-100%$2.3M———
Jane Street Group, LLC
N/A—30,386-30,386-100%$2.0M———
Flow Traders U.S. LLC
N/A—26,349-26,349-100%$1.7M———
Benjamin Edwards Inc
N/A—25,402-25,402-100%$1.6M———
First Trust Advisors LP
N/A—22,816-22,816-100%$1.5M———
Osaic Holdings, Inc.
N/A—19,115-19,115-100%$1.2M———
Equitable Holdings, Inc.
N/A—13,704-13,704-100%$880.5K———
Flputnam Investment Management Co
N/A—12,995-12,995-100%$834.9K———
Ameriprise Financial Inc
N/A—12,354-12,354-100%$793.8K———
Crux Wealth Advisors
N/A—10,460-10,460-100%$672.1K———
HighTower Advisors, LLC
N/A—9,269-9,269-100%$595.5K———
Belpointe Asset Management LLC
N/A—6,547-6,547-100%$420.6K———
Stifel Financial Corp
N/A—6,367-6,367-100%$409.1K———
Cetera Investment Advisers
N/A—5,270-5,270-100%$338.6K———
Royal Bank of Canada
N/A—4,501-4,501-100%$290.0K———
Vertex Planning Partners, LLC
N/A—3,500-3,500-100%$224.9K———
Mercer Global Advisors Inc
N/A—3,226-3,226-100%$207.3K———
Bank of Montreal
N/A—2,546-2,546-100%$163.6K———
Harbour Investments, Inc.
N/A—1,969-1,969-100%$126.5K———
Morgan Stanley
N/A—1,878-1,878-100%$120.7K———
AE Wealth Management LLC
N/A—1,794-1,794-100%$115.3K———
Aptus Capital Advisors, LLC
N/A—850-850-100%$54.6K———
Global Retirement Partners, LLC
N/A—768-768-100%$49.3K———
Arax Advisory Partners
N/A—582-582-100%$37.4K———
Benson Wealth Management Inc
N/A—407-407-100%$26.2K———
O'shaughnessy Asset Management, LLC
N/A—285-285-100%$18.3K———
BFC Planning, Inc.
N/A—268-268-100%$17.2K———
Rockefeller Capital Management L.P.
N/A—260-260-100%$16.8K———
IFG Advisory, LLC
N/A—243-243-100%$15.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—160-160-100%$10.3K———
UBS Group AG
N/A—151-151-100%$9.7K———
Strive Financial Group,LLC
N/A—147-147-100%$9.4K———
Blair William & Co
N/A—100-100-100%$6.4K———
FMR LLC
N/A—51-51-100%$3.3K———
Hantz Financial Services, Inc.
N/A—11-11-100%$1———
Wells Fargo & Company
N/A—00—$31———
Showing 66 of 66 institutions