DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHANGE-TRADED FD (LEGR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
66
Reporting holders
$57.0M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| FLOW TRADERS U.S. LLC | $1.7M | 26,349 | 0.07% | 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 |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 15,944 | 0.00% | 22q | +51.4%+$347.7K |
| 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 | -62.7%-$1.3M |
| 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 |
| 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 |
| 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 |
| Corient Private Wealth LP | $335.6K | 5,224 | 0.00% | 11q | -3.2%-$10.9K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $207.3K | 3,226 | 0.00% | 2q | -41.8%-$148.7K |
| 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 |
| 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 |
| 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% |
| BFC Planning, Inc. | $17.2K | 268 | 0.00% | new | NEW |
| 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 |
| Strive Financial Group ,LLC | $9.4K | 147 | 0.00% | 3q | HELD |
| 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 |
| SIMPLEX TRADING, LLC | $4.3K PUT | options only | 0.00% | 2q | OPTIONS |
| FMR LLC | $3.3K | 51 | 0.00% | 9q | HELD |
| SIGNATUREFD, LLC | $3.3K | 51 | 0.00% | 2q | +2.0% |
| HANTZ FINANCIAL SERVICES, INC. | $1.0K | 11 | 0.00% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $31 | none filed | 0.00% | 15q | -100.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15 | none filed | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $8.9M | 137,344 | 2 | 2 | 5 | 0.0% |
| Q2 2026 | 66 | $57.0M | 886,610 | 6 | 22 | 16 | 0.0% |
| Q1 2026 | 65 | $49.4M | 855,036 | 12 | 14 | 14 | 0.0% |
| Q4 2025 | 58 | $55.9M | 940,103 | 8 | 15 | 13 | 0.0% |
| Q3 2025 | 55 | $49.9M | 887,577 | 5 | 15 | 16 | 0.0% |
| Q2 2025 | 56 | $41.6M | 772,706 | 7 | 14 | 11 | 0.0% |
| Q1 2025 | 53 | $34.2M | 702,390 | 5 | 16 | 14 | 0.0% |
| Q4 2024 | 55 | $35.2M | 758,449 | 5 | 12 | 12 | 0.0% |
| Q3 2024 | 55 | $35.4M | 753,007 | 5 | 15 | 18 | 0.0% |
| Q2 2024 | 59 | $37.3M | 859,712 | 6 | 17 | 16 | 0.0% |
| Q1 2024 | 56 | $36.5M | 849,521 | 2 | 13 | 18 | 0.0% |
| Q4 2023 | 63 | $32.9M | 804,107 | 7 | 17 | 18 | 0.0% |
| Q3 2023 | 60 | $29.4M | 797,983 | 8 | 17 | 16 | 0.0% |
| Q2 2023 | 58 | $43.3M | 1,129,734 | 6 | 16 | 18 | 0.0% |
| Q1 2023 | 60 | $35.9M | 960,707 | 5 | 15 | 24 | 0.0% |
| Q4 2022 | 68 | $38.5M | 1,124,256 | 13 | 13 | 25 | 0.0% |
| Q3 2022 | 58 | $52.2M | 1,662,749 | 8 | 19 | 16 | 0.0% |
| Q2 2022 | 60 | $61.2M | 1,814,474 | 6 | 18 | 20 | 0.0% |
| Q1 2022 | 66 | $77.9M | 1,933,614 | 8 | 21 | 19 | 0.0% |
| Q4 2021 | 65 | $71.8M | 1,653,544 | 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 | 45 | $29.2M | 725,833 | 20 | 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% |