Who Owns First Trust Indxx Innovative Transaction & Process ETF (LEGR)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$3.6250002000000205e+173T
% of Float Held
—
QoQ Change in Holders
+10 / -5
Price History
LEGR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | New Position | +61K | +$3.6B |
| Belpointe Asset Management LLC | New Position | +7K | +$389.0M |
| AMERIPRISE FINANCIAL INC | Increased | +11K | +$283.1M |
| CRUX WEALTH ADVISORS | New Position | +4K | +$227.0M |
| Vertex Planning Partners, LLC | New Position | +4K | +$208.0M |
| Sound Income Strategies, LLC | Increased | +3K | +$163.5M |
| Capital Investment Advisory Services, LLC | New Position | +2K | +$122.0M |
| CENTRAL TRUST Co | New Position | +2K | +$97.0M |
| WealthCare Investment Partners, LLC | Increased | +536 | +$68.4M |
| FLAGSTAR ADVISORS INC | Increased | +50 | +$41.6M |
| Farther Finance Advisors, LLC | New Position | +388 | +$23.0M |
| Strengthening Families & Communities, LLC | New Position | +291 | +$17.0M |
| Cedar Mountain Advisors, LLC | New Position | +137 | +$8.0M |
| ASSETMARK, INC | Increased | +20 | +$1.7M |
| BENJAMIN EDWARDS INC | New Position | +25K | +$1.5M |
LEGR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | Decreased | -3K | -$8.0B |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Decreased | -41K | -$3.9B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -329 | -$1.5B |
| Equitable Holdings, Inc. | Decreased | -200 | -$768.9M |
| FIRST TRUST ADVISORS LP | Decreased | -5K | -$561.3M |
| OLD MISSION CAPITAL LLC | Closed Position | -6K | -$333.2M |
| Cetera Investment Advisers | Decreased | -878 | -$283.9M |
| OneDigital Investment Advisors LLC | Closed Position | -4K | -$252.9M |
| HARBOUR INVESTMENTS, INC. | Decreased | -33 | -$79.8M |
| IFP Advisors, Inc | Decreased | -1 | -$26.3M |
| Advisory Services Network, LLC | Closed Position | -306 | -$17.2M |
| BARCLAYS PLC | Closed Position | -250 | -$14.1M |
| Kestra Advisory Services, LLC | Decreased | -975 | -$336K |
| FMR LLC | Decreased | -100 | -$8K |
| CKW FINANCIAL GROUP | Closed Position | -50 | -$3K |
Top Institutional Holders(Q4 2025)
LEGR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 58 | $16.4B | +16 |
| Q3 2025 | 42 | $39.4B | -7 |
| Q2 2025 | 49 | $36.5B | -4 |
| Q1 2025 | 53 | $33.2B | +3 |
| Q4 2024 | 50 | $67.1B | +9 |
| Q3 2024 | 41 | $7.5T | -4 |
| Q2 2024 | 45 | $3.5T | +7 |
| Q1 2024 | 38 | $1539.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold LEGR (First Trust Indxx Innovative Transaction & Process ETF). The largest holder is KINGSWOOD WEALTH ADVISORS, LLC with $3.6B in shares. This quarter, 10 institutions opened new positions and 5 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 KINGSWOOD WEALTH ADVISORS, LLC with $3.6B in shares.
Is institutional ownership of LEGR increasing or decreasing?
This quarter, 10 institutions opened new positions in LEGR and 5 closed their positions.