Aptus Capital Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Aptus Capital Advisors’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	$82.2K	Hold	1,423	–	–	﹤0.01%	1190
2025 Q4	$84.7K	Hold	1,423	–	–	﹤0.01%	1207
2025 Q3	$80K	Buy	1,423 +1	+0.1%	+$55	﹤0.01%	1153
2025 Q2	$76.5K	Buy	1,422 +572	+67%	+$28.7K	﹤0.01%	1119
2025 Q1	$41.4K	Hold	850	–	–	﹤0.01%	1135
2024 Q4	$39.4K	Hold	850	–	–	﹤0.01%	1141
2024 Q3	$40K	Hold	850	–	–	﹤0.01%	964
2024 Q2	$36.9K	Buy	+850	New	+$36.6K	﹤0.01%	926

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

Aptus Capital Advisors's LEGR Position: Q1 2026 in Review

Aptus Capital Advisors held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 1,423 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Aptus Capital Advisors first reported a position in LEGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $84.7K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Aptus Capital Advisors held 1,423 shares of First Trust Indxx Innovative Transaction & Process ETF worth $82.2K as of Q1 2026.
Aptus Capital Advisors left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1190 holding.
Aptus Capital Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $84.7K in Q4 2025.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.