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 Q2	–	Sell	-306	Closed	-$17.7K	–	3562
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Advisory Services Network's LEGR Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026, closing a stake of 306 shares — an estimated $17.7K sold.

Advisory Services Network first reported a position in LEGR in Q1 2020 and held it in 9 quarters. The position peaked at $17.7K in Q1 2026. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Advisory Services Network reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 306 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $17.7K.
Advisory Services Network first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2020 and held it in 9 quarters.
Advisory Services Network's First Trust Indxx Innovative Transaction & Process ETF position peaked at $17.7K in Q1 2026.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.