13FBOX
FIRST TR INDXX INNOVATIVE TRNS & PROC ETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR INDXX INNOVATIVE TRNS & PROC ETF

LEGR
Institutions
62
Combined AUM (Q2 2026)
$56.5M
Combined Shares (Q2 2026)
879,373
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+118,441
28 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-94,097
26 · 7 Exit · ≈
⚖️ Net
+24,344
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$56.5M
Institutions
62
New Buys
5
Adds
23
Reduces
19
Exits
7
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#24$9.0M139,661$8.6M148,504-8,843-5.95%Reduce
Financial Engines Advisors L.L.C.
0.01%0.01%#11$6.9M107,185$6.2M108,140-955-0.88%Reduce
KINGSWOOD WEALTH ADVISORS, LLC
0.24%0.17%#1$5.9M92,542$3.6M61,476+31,066+50.53%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#40$4.4M68,429$5.6M97,188-28,759-29.59%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$3.9M61,087$3.6M62,772-1,685-2.68%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#9$2.9M44,502$1.9M33,054+11,448+34.63%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#49$2.3M36,518$2.1M36,674-156-0.43%Reduce
JANE STREET GROUP, LLC
<0.01%#47$2.0M30,386$00+30,386New Buy
FLOW TRADERS U.S. LLC
0.07%#5$1.7M26,349$00+26,349New Buy
BENJAMIN EDWARDS INC
0.01%0.01%#8$1.6M25,402$1.5M25,459-57-0.22%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#33$1.5M22,816$1.3M22,683+133+0.59%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$1.2M19,115$1.1M18,529+586+3.16%Add
Vontobel Holding Ltd.
<0.01%<0.01%#19$1.2M18,000$1.0M18,00000.00%Unchanged
OPPENHEIMER ASSET MANAGEMENT INC.
0.01%0.01%#12$1.0M16,015$928,72916,078-63-0.39%Reduce
Equitable Holdings, Inc.
0.01%0.01%#16$880,45313,704$827,14713,902-198-1.42%Reduce
FLPUTNAM INVESTMENT MANAGEMENT CO
0.01%0.01%#13$834,92712,995$957,60316,578-3,583-21.61%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#32$817,93012,730$770,94013,346-616-4.62%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#48$793,77012,354$1.9M33,134-20,780-62.72%Reduce
FLAGSTAR SECURITIES, INC
0.24%0.25%#2$781,41312,162$695,97812,048+114+0.95%Add
WealthCare Investment Partners, LLC
0.17%0.17%#4$691,54310,763$623,34210,753+10+0.09%Add
CRUX WEALTH ADVISORS
0.23%0.1%#3$672,05610,460$254,5454,407+6,053+137.35%Add
HighTower Advisors, LLC
<0.01%<0.01%#35$595,5309,269$531,4579,200+69+0.75%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#30$512,2007,972$608,00010,530-2,558-24.29%Reduce
Belpointe Asset Management LLC
0.01%0.01%#10$420,6446,547$378,1826,54700.00%Unchanged
STIFEL FINANCIAL CORP
<0.01%<0.01%#41$409,0796,367$232,6734,028+2,339+58.07%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#29$378,0805,885$317,4775,496+389+7.08%Add
Cetera Investment Advisers
<0.01%<0.01%#42$338,6185,270$260,0304,502+768+17.06%Add
Corient Private Wealth LLC
<0.01%<0.01%#44$335,6175,224$311,5575,394-170-3.15%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#53$290,0004,501$254,0004,395+106+2.41%Add
Prospera Financial Services Inc
<0.01%<0.01%#20$232,2543,615$208,8143,61500.00%Unchanged
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#21$229,3953,570$00+3,570New Buy
Vertex Planning Partners, LLC
0.03%0.04%#6$224,8753,500$202,1743,50000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#43$207,2643,226$320,0285,541-2,315-41.78%Reduce
BANK OF MONTREAL /CAN/
<0.01%<0.01%#51$163,5802,546$25,705445+2,101+472.13%Add
Capital Investment Advisory Services, LLC
0.01%0.01%#14$132,2572,058$118,9062,05800.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#26$126,5081,969$92,5961,603+366+22.83%Add
MORGAN STANLEY
<0.01%<0.01%#60$120,6971,878$100,6371,790+88+4.92%Add
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#22$119,0341,853$106,1481,838+15+0.82%Add
AE Wealth Management LLC
<0.01%<0.01%#37$115,2641,794$105,8821,833-39-2.13%Reduce
CENTRAL TRUST Co
<0.01%<0.01%#25$105,0491,635$94,4451,63500.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#38$80,0861,246$00+1,246New Buy
Aptus Capital Advisors, LLC
<0.01%<0.01%#39$54,612850$82,1981,423-573-40.27%Reduce
Global Retirement Partners, LLC
<0.01%#34$49,344768$00+768New Buy
Arax Advisory Partners
<0.01%<0.01%#45$37,394582$16,810291+291+100.00%Add
LANARK FINANCIAL, INC.
<0.01%<0.01%#23$30,518475$27,43747500.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#36$30,133469$27,034468+1+0.21%Add
Benson Wealth Management INC
0.03%0.81%#7$26,150407$588,67410,191-9,784-96.01%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#46$24,929388$22,58338800.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#54$23,708369$11,380197+172+87.31%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#50$18,311285$27,727480-195-40.63%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow