FIRST TR EXCHANGE-TRADED FD LEGR
INDXX INOVTV ETF · ETP · CUSIP 33741X201
65
institutional holders
+1 vs Q1 2026
887.6k
shares reported held*
$57.0mreported value*
6 new
24 added
19 reduced
5 sold out
net bought ≈ $2.2m (+33.7k 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 ≈ $64.25. Options: 0 managers hold calls (— notional), 1 hold puts ($4.3k).
Trends to Q2 2026
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 |
| Q2 2025 | 56 |
| Q3 2025 | 55 |
| Q4 2025 | 58 |
| Q1 2026 | 64 |
| Q2 2026 | 65 |
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 |
|---|---|---|
| Q3 2024 | 22 | 25 |
| Q4 2024 | 19 | 17 |
| Q1 2025 | 22 | 20 |
| Q2 2025 | 24 | 16 |
| Q3 2025 | 23 | 23 |
| Q4 2025 | 28 | 20 |
| Q1 2026 | 31 | 18 |
| Q2 2026 | 30 | 24 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $3.9k | — |
| Q2 2026 | $0 | $4.3k | — |
Biggest buyers
| KINGSWOOD WEALTH ADVISORS, LLC | Added | +31.1k |
| JANE STREET GROUP, LLC | New | +30.4k |
| FLOW TRADERS U.S. LLC | New | +26.3k |
| Steward Partners Investment Advisory, LLC | Added | +11.4k |
| CRUX WEALTH ADVISORS | Added | +6.1k |
| Cambridge Investment Research Advisors, Inc. | Added | +5.4k |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | +3.6k |
| STIFEL FINANCIAL CORP | Added | +2.3k |
| BANK OF MONTREAL /CAN/ | Added | +2.1k |
| Integrated Wealth Concepts LLC | New | +1.2k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -28.8k |
| AMERIPRISE FINANCIAL INC | Reduced | -20.8k |
| Benson Wealth Management INC | Reduced | -9.8k |
| LPL Financial LLC | Reduced | -8.8k |
| CPR Investments Inc. | Sold out | -4.3k |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Reduced | -3.6k |
| Sound Income Strategies, LLC | Sold out | -2.7k |
| MERCER GLOBAL ADVISORS INC /ADV | Reduced | -2.3k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -1.7k |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Sold out | -1.4k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | Unchanged | $4.3k100 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.00% of their portfolio | 139.7k $9.0m | Reduced -8.8k |
| Financial Engines Advisors L.L.C. 0.01% of their portfolio | 107.2k $6.9m | Reduced -955 |
| KINGSWOOD WEALTH ADVISORS, LLC 0.24% of their portfolio | 92.5k $5.9m | Added +31.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 68.4k $4.4m | Reduced -28.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 61.1k $3.9m | Reduced -1.7k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 44.5k $2.9m | Added +11.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 36.5k $2.3m | Reduced -156 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 30.4k $2.0m | New |
| FLOW TRADERS U.S. LLC 0.07% of their portfolio | 26.3k $1.7m | New |
| BENJAMIN EDWARDS INC 0.01% of their portfolio | 25.4k $1.6m | Reduced -57 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 22.8k $1.5m | Added +133 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 19.1k $1.2m | Added +586 |
| Vontobel Holding Ltd. 0.00% of their portfolio | 18.0k $1.2m | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 16.0k $1.0m | Reduced -63 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 15.9k $1.0m | Added +5.4k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 13.7k $880.5k | Reduced -198 |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.01% of their portfolio | 13.0k $834.9k | Reduced -3.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.7k $817.9k | Reduced -616 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 12.4k $793.8k | Reduced -20.8k |
| FLAGSTAR SECURITIES, INC 0.24% of their portfolio | 12.2k $781.4k | Added +114 |
| WealthCare Investment Partners, LLC 0.17% of their portfolio | 10.8k $691.5k | Added +10 |
| CRUX WEALTH ADVISORS 0.23% of their portfolio | 10.5k $672.1k | Added +6.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 9.3k $595.5k | Added +69 |
| Belpointe Asset Management LLC 0.01% of their portfolio | 6.5k $420.6k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 6.4k $409.1k | Added +2.3k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 5.9k $378.1k | Added +389 |
| Cetera Investment Advisers 0.00% of their portfolio | 5.3k $338.6k | Added +768 |
| Corient Private Wealth LP 0.00% of their portfolio | 5.2k $335.6k | Reduced -170 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.5k $290.0k | Added +106 |
| Prospera Financial Services Inc 0.00% of their portfolio | 3.6k $232.3k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 3.6k $229.4k | New |
| Vertex Planning Partners, LLC 0.03% of their portfolio | 3.5k $224.9k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 3.2k $207.3k | Reduced -2.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 2.5k $163.6k | Added +2.1k |
| Capital Investment Advisory Services, LLC 0.01% of their portfolio | 2.1k $132.3k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2.0k $126.5k | Added +366 |
| MORGAN STANLEY 0.00% of their portfolio | 1.9k $120.7k | Added +81 |
| Ashton Thomas Private Wealth, LLC 0.00% of their portfolio | 1.9k $119.0k | Added +15 |
| AE Wealth Management LLC 0.00% of their portfolio | 1.8k $115.3k | Reduced -39 |
| CENTRAL TRUST Co 0.00% of their portfolio | 1.6k $105.0k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.2k $80.1k | New |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 850 $54.6k | Reduced -573 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 768 $49.3k | First filing |
| Arax Advisory Partners 0.00% of their portfolio | 582 $37.4k | Added +291 |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 475 $30.5k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 469 $30.1k | Added +1 |
| Benson Wealth Management INC 0.03% of their portfolio | 407 $26.1k | Reduced -9.8k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 388 $24.9k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 369 $23.7k | Added +172 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 285 $18.3k | Reduced -195 |
| Strengthening Families & Communities, LLC 0.00% of their portfolio | 268 $17.2k | Added +2 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 260 $16.8k | Added +2 |
| IFG Advisory, LLC 0.00% of their portfolio | 243 $15.6k | New |
| PFS Partners, LLC 0.01% of their portfolio | 242 $15.5k | Unchanged |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 160 $10.3k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 151 $9.7k | Reduced -607 |
| Strive Financial Group ,LLC 0.00% of their portfolio | 147 $9.4k | Unchanged |
| Cedar Mountain Advisors, LLC 0.00% of their portfolio | 139 $8.9k | Added +2 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 100 $6.4k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 100 $6.4k | Unchanged |
| FMR LLC 0.00% of their portfolio | 51 $3.3k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 51 $3.3k | Added +1 |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 11 $1.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $31 | Reduced -451 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 0 $15 | New |