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Ashton Thomas Private Wealth’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Ashton Thomas Private Wealth’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 Buy
+1,838
New +$111K ﹤0.01% 1173
2024
Q3 		– Sell
-1,467
Closed -$63.7K – 1292
2024
Q2 		$63.7K Buy
+1,467
New +$63.2K ﹤0.01% 850

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

Ashton Thomas Private Wealth's LEGR Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 1,838 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in LEGR as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in LEGR in Q2 2024 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Ashton Thomas Private Wealth held 1,838 shares of First Trust Indxx Innovative Transaction & Process ETF worth $106K as of Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1173 holding.
  • Ashton Thomas Private Wealth first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2024 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.