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AE Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

AE Wealth Management’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 		$106K Sell
1,833
-123
-6% -$7.42K ﹤0.01% 1784
2025
Q4 		$116K Sell
1,956
-45
-2% -$2.6K ﹤0.01% 1655
2025
Q3 		$112K Sell
2,001
-104
-5% -$5.68K ﹤0.01% 1533
2025
Q2 		$113K Sell
2,105
-291
-12% -$14.6K ﹤0.01% 1451
2025
Q1 		$117K Sell
2,396
-364
-13% -$17.7K ﹤0.01% 1405
2024
Q4 		$128K Buy
+2,760
New +$130K ﹤0.01% 1376
2024
Q1 		– Sell
-6,527
Closed -$266K – 1628
2023
Q4 		$266K Sell
6,527
-3,055
-32% -$116K ﹤0.01% 1771
2023
Q3 		$354K Sell
9,582
-2,391
-20% -$91.6K ﹤0.01% 1534
2023
Q2 		$460K Sell
11,973
-545
-4% -$20.5K ﹤0.01% 1435
2023
Q1 		$467K Sell
12,518
-708
-5% -$26.1K ﹤0.01% 1376
2022
Q4 		$453K Buy
13,226
+101
+0.8% +$3.37K ﹤0.01% 1354
2022
Q3 		$398K Buy
13,125
+1,845
+16% +$62.7K ﹤0.01% 1365
2022
Q2 		$382K Sell
11,280
-1,603
-12% -$59K ﹤0.01% 1328
2022
Q1 		$519K Sell
12,883
-2,232
-15% -$93.3K ﹤0.01% 1225
2021
Q4 		$656K Buy
+15,115
New +$657K ﹤0.01% 1143

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AE Wealth Management's LEGR Position: Q1 2026 in Review

AE Wealth Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 6.3% in Q1 2026, selling an estimated $7.42K and leaving 1,833 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

AE Wealth Management first reported a position in LEGR in Q4 2021 and has held it in 15 quarters since. The position peaked at $656K in Q4 2021. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • AE Wealth Management held 1,833 shares of First Trust Indxx Innovative Transaction & Process ETF worth $106K as of Q1 2026.
  • AE Wealth Management sold 123 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $7.42K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1784 holding.
  • AE Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and has held it in 15 quarters since.
  • AE Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $656K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.