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Arax Advisory Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Arax Advisory Partners’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 		$16.8K Sell
291
-69
-19% -$4.16K ﹤0.01% 2184
2025
Q4 		$21.4K Buy
+360
New +$20.8K ﹤0.01% 2074
2025
Q3 		– Sell
-1,828
Closed -$98.4K – 4016
2025
Q2 		$98.4K Hold
1,828
– – ﹤0.01% 943
2025
Q1 		$89.1K Sell
1,828
-20,393
-92% -$994K 0.01% 759
2024
Q4 		$1.03M Buy
22,221
+1,242
+6% +$58.5K 0.06% 171
2024
Q3 		$987K Buy
20,979
+2,895
+16% +$129K 0.09% 118
2024
Q2 		$785K Buy
18,084
+1,114
+7% +$48K 0.08% 132
2024
Q1 		$729K Buy
16,970
+7,843
+86% +$325K 0.08% 131
2023
Q4 		$373K Buy
9,127
+6,277
+220% +$238K 0.04% 202
2023
Q3 		$105K Buy
2,850
+682
+31% +$26.1K 0.01% 340
2023
Q2 		$83.3K Buy
2,168
+460
+27% +$17.3K 0.01% 376
2023
Q1 		$63.8K Buy
1,708
+1,287
+306% +$47.4K 0.01% 419
2022
Q4 		$14.4K Buy
421
+291
+224% +$9.7K ﹤0.01% 601
2022
Q3 		$4K Buy
+130
New +$4.42K ﹤0.01% 859

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

Arax Advisory Partners's LEGR Position: Q1 2026 in Review

Arax Advisory Partners reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 19% in Q1 2026, selling an estimated $4.16K and leaving 291 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Arax Advisory Partners first reported a position in LEGR in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2024. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Arax Advisory Partners held 291 shares of First Trust Indxx Innovative Transaction & Process ETF worth $16.8K as of Q1 2026.
  • Arax Advisory Partners sold 69 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $4.16K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2184 holding.
  • Arax Advisory Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2022 and has held it in 14 quarters since.
  • Arax Advisory Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.03M in Q4 2024.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.