Advisory Services Network’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Advisory Services Network’s Portfolio LEGR Stock Details LEGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.7K	Buy	+306	New	+$18.5K	﹤0.01%	3270
2025 Q4	–	Sell	-306	Closed	-$17.2K	–	3213
2025 Q3	$17.2K	Buy	+306	New	+$16.7K	﹤0.01%	3016
2024 Q1	–	Sell	-266	Closed	-$10.9K	–	2689
2023 Q4	$10.9K	Buy	+266	New	+$10.1K	﹤0.01%	2826
2023 Q2	–	Sell	-241	Closed	-$9K	–	2669
2023 Q1	$9K	Hold	241	–	–	﹤0.01%	2923
2022 Q4	$8.25K	Buy	+241	New	+$8.03K	﹤0.01%	2933
2021 Q3	–	Sell	-93	Closed	-$4K	–	2439
2021 Q2	$4K	Buy	+93	New	+$3.89K	﹤0.01%	3143
2021 Q1	–	Sell	-93	Closed	-$3K	–	2242
2020 Q4	$3K	Hold	93	–	–	﹤0.01%	2896
2020 Q3	$3K	Buy	+93	New	+$2.93K	﹤0.01%	2968
2020 Q2	–	Sell	-275	Closed	-$7K	–	1996
2020 Q1	$7K	Buy	+275	New	+$8.28K	﹤0.01%	2349

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisory Services Network's LEGR Position: Q1 2026 in Review

Advisory Services Network opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 306 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #3270 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in LEGR as recently as Q3 2025.

Advisory Services Network first reported a position in LEGR in Q1 2020 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Advisory Services Network held 306 shares of First Trust Indxx Innovative Transaction & Process ETF worth $17.7K as of Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Advisory Services Network position in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3270 holding.
Advisory Services Network first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2020 and has held it in 9 quarters since.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.