FIRST TR EXCHANGE-TRADED FD LEGR
INDXX INOVTV ETF · ETP · CUSIP 33741X201
53
institutional holders
-3 vs Q4 2024
605.0k
shares reported held*
$29.5mreported value*
5 new
17 added
14 reduced
6 sold out
net sold ≈ $7.4m (-152.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $48.72. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 69 |
| Q1 2023 | 62 |
| Q2 2023 | 60 |
| Q3 2023 | 62 |
| Q4 2023 | 65 |
| Q1 2024 | 58 |
| Q2 2024 | 61 |
| Q3 2024 | 56 |
| Q4 2024 | 56 |
| Q1 2025 | 53 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 27 | 27 |
| Q3 2023 | 26 | 24 |
| Q4 2023 | 27 | 23 |
| Q1 2024 | 18 | 26 |
| Q2 2024 | 25 | 21 |
| Q3 2024 | 22 | 25 |
| Q4 2024 | 19 | 17 |
| Q1 2025 | 22 | 20 |
Biggest buyers
| FLPUTNAM INVESTMENT MANAGEMENT CO | New | +27.5k |
| Prime Capital Investment Advisors, LLC | New | +9.7k |
| OneDigital Investment Advisors LLC | New | +4.5k |
| LPL Financial LLC | Added | +1.3k |
| OPPENHEIMER ASSET MANAGEMENT INC. | Added | +1.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +730 |
| UBS Group AG | Added | +493 |
| AMERIPRISE FINANCIAL INC | Added | +492 |
| LANARK FINANCIAL, INC. | New | +475 |
| MORGAN STANLEY | Added | +431 |
Biggest sellers
| Alpha Omega Group, Inc. | Sold out | -95.1k |
| Financial Engines Advisors L.L.C. | Reduced | -29.8k |
| ENVESTNET ASSET MANAGEMENT INC | Sold out | -21.1k |
| Arax Advisory Partners | Reduced | -20.4k |
| JANE STREET GROUP, LLC | Sold out | -12.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -8.5k |
| FIRST TRUST ADVISORS LP | Reduced | -5.0k |
| PIN OAK INVESTMENT ADVISORS INC | Sold out | -2.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.3k |
| Belpointe Asset Management LLC | Reduced | -785 |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Financial Engines Advisors L.L.C. 0.01% of their portfolio | 107.1k $5.2m | Reduced -29.8k |
| LPL Financial LLC 0.00% of their portfolio | 104.9k $5.1m | Added +1.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 41.9k $2.0m | Reduced -8.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 40.6k $2.0m | Reduced -1.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 40.0k $2.0m | Added +492 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 27.7k $1.3m | Reduced -5.0k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.03% of their portfolio | 27.5k $1.3m | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 26.0k $1.3m | Added +201 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 20.9k $1.0m | Added +1.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 18.1k $883.4k | Added +242 |
| Vontobel Holding Ltd. 0.00% of their portfolio | 18.0k $877.7k | Unchanged |
| Equitable Holdings, Inc. 0.01% of their portfolio | 15.3k $744.9k | Reduced -124 |
| FLAGSTAR SECURITIES, INC 0.16% of their portfolio | 13.0k $635.0k | Reduced -752 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.6k $613.0k | Added +730 |
| WealthCare Investment Partners, LLC 0.21% of their portfolio | 10.6k $489.4k | Added +215 |
| Prime Capital Investment Advisors, LLC 0.01% of their portfolio | 9.7k $474.1k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 9.1k $441.9k | Reduced -578 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 8.0k $390.0k | Reduced -494 |
| Belpointe Asset Management LLC 0.02% of their portfolio | 6.2k $304.6k | Reduced -785 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 5.8k $280.6k | Reduced -635 |
| IHT Wealth Management, LLC 0.01% of their portfolio | 5.6k $271.1k | Added +1 |
| Corient Private Wealth LP 0.00% of their portfolio | 5.4k $261.4k | Unchanged |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 4.5k $220.5k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 4.4k $212.7k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.6k $177.0k | Added +313 |
| MORGAN STANLEY 0.00% of their portfolio | 2.7k $130.2k | Added +431 |
| AE Wealth Management LLC 0.00% of their portfolio | 2.4k $116.8k | Reduced -364 |
| Capital Investment Advisory Services, LLC 0.01% of their portfolio | 2.1k $100.4k | Added +110 |
| CWM, LLC 0.00% of their portfolio | 2.0k $95.0k | Unchanged |
| Arax Advisory Partners 0.01% of their portfolio | 1.8k $89.1k | Reduced -20.4k |
| CENTRAL TRUST Co 0.00% of their portfolio | 1.6k $79.7k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 913 $44.5k | Unchanged |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 850 $41.4k | Unchanged |
| GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio | 850 $41.4k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 592 $28.9k | Added +493 |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 475 $23.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 467 $22.7k | Added +2 |
| BARCLAYS PLC 0.00% of their portfolio | 250 $12.2k | Unchanged |
| PSI Advisors, LLC 0.00% of their portfolio | 203 $9.9k | Unchanged |
| FMR LLC 0.00% of their portfolio | 200 $9.8k | Added +50 |
| ASSETMARK, INC 0.00% of their portfolio | 191 $9.3k | Added +12 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 160 $7.8k | Unchanged |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio | 140 $6.8k | New |
| Cedar Mountain Advisors, LLC 0.00% of their portfolio | 135 $6.6k | Added +1 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 106 $5.2k | Added +61 |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 105 $5.1k | Unchanged |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 100 $4.9k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 100 $4.9k | Unchanged |
| Sound Income Strategies, LLC 0.00% of their portfolio | 78 $3.8k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 55 $2.7k | Reduced -50 |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 11 $1.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $54 | Reduced -250 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |