FIRST TR EXCHANGE-TRADED FD (LEGR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
62
Reporting holders
$54.9M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $9.0M | 139,661 | 0.00% | 31q | -6.0%-$568.2K |
| Financial Engines Advisors L.L.C. | $6.9M | 107,185 | 0.01% | 19q | -0.9%-$61.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.9M | 92,542 | 0.24% | 4q | +50.5%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 68,429 | 0.00% | 20q | -29.6%-$1.8M |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 61,087 | 0.00% | 7q | -2.7%-$108.3K |
| Steward Partners Investment Advisory, LLC | $2.9M | 44,502 | 0.01% | 22q | +34.6%+$735.5K |
| BANK OF AMERICA CORP /DE/ | $2.3M | 36,518 | 0.00% | 31q | HELD |
| JANE STREET GROUP, LLC | $2.0M | 30,386 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $1.6M | 25,402 | 0.01% | 5q | HELD |
| FIRST TRUST ADVISORS LP | $1.5M | 22,816 | 0.00% | 31q | +0.6%+$8.5K |
| OSAIC HOLDINGS, INC. | $1.2M | 19,115 | 0.00% | 26q | +3.2%+$37.7K |
| Vontobel Holding Ltd. | $1.2M | 18,000 | 0.00% | 17q | HELD |
| OPPENHEIMER ASSET MANAGEMENT INC. | $1.0M | 16,015 | 0.01% | 22q | HELD |
| Equitable Holdings, Inc. | $880.5K | 13,704 | 0.01% | 24q | -1.4%-$12.7K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $834.9K | 12,995 | 0.01% | 6q | -21.6%-$230.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $817.9K | 12,730 | 0.00% | 23q | -4.6%-$39.6K |
| AMERIPRISE FINANCIAL INC | $793.8K | 12,354 | 0.00% | 20q | -81.4%-$3.5M |
| FLAGSTAR SECURITIES, INC | $781.4K | 12,162 | 0.24% | 18q | +0.9%+$7.3K |
| WealthCare Investment Partners, LLC | $691.5K | 10,763 | 0.17% | 19q | HELD |
| CRUX WEALTH ADVISORS | $672.1K | 10,460 | 0.23% | 3q | +137.3%+$388.9K |
| Corient Private Wealth LP | $671.2K | 10,448 | 0.00% | 11q | +93.7%+$324.7K |
| HighTower Advisors, LLC | $595.5K | 9,269 | 0.00% | 15q | +0.8%+$4.4K |
| Belpointe Asset Management LLC | $420.6K | 6,547 | 0.01% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $414.5K | 6,452 | 0.00% | 2q | +16.4%+$58.5K |
| STIFEL FINANCIAL CORP | $409.1K | 6,367 | 0.00% | 5q | +58.1%+$150.3K |
| Kestra Advisory Services, LLC | $378.1K | 5,885 | 0.00% | 15q | +7.1%+$25.0K |
| Cetera Investment Advisers | $338.6K | 5,270 | 0.00% | 10q | +17.1%+$49.3K |
| ROYAL BANK OF CANADA | $290.0K | 4,501 | 0.00% | 31q | +2.4%+$6.8K |
| Prospera Financial Services Inc | $232.3K | 3,615 | 0.00% | 3q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $229.4K | 3,570 | 0.00% | new | NEW |
| Vertex Planning Partners, LLC | $224.9K | 3,500 | 0.03% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $163.6K | 2,546 | 0.00% | 22q | +472.1%+$135.0K |
| Capital Investment Advisory Services, LLC | $132.3K | 2,058 | 0.01% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $126.5K | 1,969 | 0.00% | 21q | +22.8%+$23.5K |
| MORGAN STANLEY | $120.7K | 1,878 | 0.00% | 20q | +4.5%+$5.2K |
| Ashton Thomas Private Wealth, LLC | $119.0K | 1,853 | 0.00% | 2q | +0.8% |
| AE Wealth Management LLC | $115.3K | 1,794 | 0.00% | 7q | -2.1%-$2.5K |
| CENTRAL TRUST Co | $105.0K | 1,635 | 0.00% | 18q | HELD |
| Integrated Wealth Concepts LLC | $80.1K | 1,246 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $54.6K | 850 | 0.00% | 9q | -40.3%-$36.8K |
| Global Retirement Partners, LLC | $49.3K | 768 | 0.00% | 14q | HELD |
| Arax Advisory Partners | $37.4K | 582 | 0.00% | 3q | +100.0%+$18.7K |
| LANARK FINANCIAL, INC. | $30.5K | 475 | 0.00% | 6q | HELD |
| IFP Advisors, Inc | $30.1K | 469 | 0.00% | 32q | HELD |
| Benson Wealth Management INC | $26.1K | 407 | 0.03% | 2q | -96.0%-$628.6K |
| Farther Finance Advisors, LLC | $24.9K | 388 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $23.7K | 369 | 0.00% | 7q | +87.3%+$11.1K |
| Strive Financial Group ,LLC | $18.9K | 294 | 0.00% | 3q | +100.0%+$9.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18.3K | 285 | 0.00% | 2q | -40.6%-$12.5K |
| Strengthening Families & Communities, LLC | $17.2K | 268 | 0.00% | 3q | +0.8% |
| Rockefeller Capital Management L.P. | $16.8K | 260 | 0.00% | 4q | +0.8% |
| IFG Advisory, LLC | $15.6K | 243 | 0.00% | new | NEW |
| PFS Partners, LLC | $15.5K | 242 | 0.01% | 2q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $10.3K | 160 | 0.00% | 9q | HELD |
| UBS Group AG | $9.7K | 151 | 0.00% | 2q | -80.1%-$39.0K |
| Cedar Mountain Advisors, LLC | $8.9K | 139 | 0.00% | 22q | +1.5% |
| BLAIR WILLIAM & CO/IL | $6.4K | 100 | 0.00% | 31q | HELD |
| TD Waterhouse Canada Inc. | $6.4K | 100 | 0.00% | 19q | HELD |
| FMR LLC | $3.3K | 51 | 0.00% | 9q | HELD |
| SIGNATUREFD, LLC | $3.3K | 51 | 0.00% | 2q | +2.0% |
| FLOW TRADERS U.S. LLC | $1.7K | 26,349 | 0.07% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.0K | 15,944 | 0.00% | 22q | +51.4% |
| WELLS FARGO & COMPANY/MN | $31 | 0 | 0.00% | 15q | -100.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15 | 0 | 0.00% | new | NEW |
| HANTZ FINANCIAL SERVICES, INC. | $1 | 11 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 62 | $54.9M | 853,881 | 5 | 24 | 14 | 0.0% |
| Q1 2026 | 63 | $50.9M | 880,523 | 12 | 15 | 13 | 0.0% |
| Q4 2025 | 54 | $52.2M | 876,907 | 8 | 13 | 13 | 0.0% |
| Q3 2025 | 49 | $47.8M | 851,034 | 4 | 12 | 16 | 0.0% |
| Q2 2025 | 49 | $39.7M | 738,236 | 5 | 13 | 10 | 0.0% |
| Q1 2025 | 48 | $33.1M | 679,390 | 4 | 15 | 13 | 0.0% |
| Q4 2024 | 49 | $34.0M | 733,597 | 4 | 11 | 11 | 0.0% |
| Q3 2024 | 49 | $34.3M | 729,668 | 4 | 15 | 15 | 0.0% |
| Q2 2024 | 53 | $36.2M | 833,120 | 6 | 17 | 13 | 0.0% |
| Q1 2024 | 49 | $35.1M | 816,317 | 2 | 13 | 13 | 0.0% |
| Q4 2023 | 55 | $31.2M | 763,829 | 6 | 16 | 15 | 0.0% |
| Q3 2023 | 52 | $28.0M | 758,774 | 8 | 16 | 15 | 0.0% |
| Q2 2023 | 50 | $41.3M | 1,078,941 | 5 | 14 | 16 | 0.0% |
| Q1 2023 | 53 | $34.6M | 925,465 | 4 | 12 | 22 | 0.0% |
| Q4 2022 | 60 | $37.2M | 1,087,139 | 13 | 14 | 20 | 0.0% |
| Q3 2022 | 59 | $38.6M | 1,213,246 | 8 | 20 | 16 | 0.0% |
| Q2 2022 | 60 | $45.8M | 1,357,931 | 6 | 18 | 20 | 0.0% |
| Q1 2022 | 66 | $59.5M | 1,477,071 | 8 | 21 | 18 | 0.0% |
| Q4 2021 | 65 | $60.5M | 1,393,804 | 8 | 24 | 12 | 0.0% |
| Q3 2021 | 55 | $53.2M | 1,256,972 | 13 | 20 | 5 | 0.0% |
| Q2 2021 | 50 | $42.2M | 999,957 | 12 | 21 | 6 | 0.0% |
| Q1 2021 | 46 | $29.3M | 727,833 | 21 | 12 | 2 | 0.0% |
| Q4 2020 | 25 | $18.8M | 499,911 | 3 | 8 | 3 | 0.0% |
| Q3 2020 | 23 | $13.0M | 412,599 | 4 | 4 | 5 | 0.0% |
| Q2 2020 | 22 | $9.9M | 335,448 | 3 | 4 | 7 | 0.0% |
| Q1 2020 | 26 | $11.5M | 459,789 | 2 | 6 | 6 | 0.0% |
| Q4 2019 | 29 | $15.3M | 477,666 | 1 | 9 | 7 | 0.0% |
| Q3 2019 | 28 | $13.6M | 460,104 | 1 | 8 | 10 | 0.0% |
| Q2 2019 | 30 | $20.2M | 669,561 | 3 | 7 | 8 | 0.0% |
| Q1 2019 | 31 | $14.4M | 491,385 | 3 | 4 | 12 | 0.0% |
| Q4 2018 | 32 | $14.5M | 567,118 | 1 | 1 | 2 | 0.0% |