LEGRFIRST TR EXCHANGE TRADED FD
CUSIP 33741X201 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange Traded Fd (LEGR) has 65 institutional holders in Filings Flow’s 13F database, together reporting 857.5K shares worth $50M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Financial Engines Advisors L.L.C., and Susquehanna International Group, LLP.
Institutional Holders
65
Q1 2026
Reported Value
$50M
Ticker
LEGR
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FLAGSTAR SECURITIES, INC$331M AUM | 0.25% | $695,978 | 12.0K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.17% | $623,342 | 10.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.17% | $4M | 61.5K | Q1 2026 |
| CPR Investments Inc.$150M AUM | 0.17% | $250,216 | 4.3K | Q1 2026 |
| CRUX WEALTH ADVISORS$261M AUM | 0.10% | $254,545 | 4.4K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $202,174 | 3.5K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $59,555 | 1.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 25.5K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $957,603 | 16.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $378,182 | 6.5K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $6M | 108.1K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $928,729 | 16.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 33.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $118,906 | 2.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $348,865 | 5.9K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $154,939 | 2.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $333,199 | 5.9K | Q3 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $13,979 | 242 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $827,147 | 13.9K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $82,221 | 1.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $141,105 | 2.4K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $8,000 | 147 | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $15,355 | 266 | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 18.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $208,814 | 3.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $252,921 | 4.5K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $106,148 | 1.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 148.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $27,437 | 475 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $5,651 | 105 | Q2 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $94,445 | 1.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 18.5K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $7,940 | 137 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $92,596 | 1.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $317,477 | 5.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 62.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $770,940 | 13.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 22.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $45,695 | 768 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $82,198 | 1.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 97.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $105,882 | 1.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $531,457 | 9.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $27,034 | 468 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,810 | 291 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $320,028 | 5.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $311,557 | 5.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 33.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $112,987 | 2.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $260,030 | 4.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $17,676 | 306 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $232,673 | 4.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $22,583 | 388 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 19.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 36.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $27,727 | 480 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $254,000 | 4.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,896 | 50 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,293 | 23 | Q3 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $9,245 | 160 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $14,921 | 258 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $11,380 | 197 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $5,822 | 100 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $5,776 | 100 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $21,419 | 360 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $25,705 | 445 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $43,785 | 758 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $106,801 | 1.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26,074 | 451 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $13,453 | 250 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2,946 | 51 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.