AssetMark Inc
LEGR icon

AssetMark Inc’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

AssetMark Inc’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 		$11.4K Sell
197
-59
-23% -$3.56K ﹤0.01% 2272
2025
Q4 		$15.2K Buy
256
+20
+8% +$1.16K ﹤0.01% 2077
2025
Q3 		$13.3K Buy
236
+45
+24% +$2.46K ﹤0.01% 2038
2025
Q2 		$10.3K Hold
191
– – ﹤0.01% 1950
2025
Q1 		$9.31K Buy
191
+12
+7% +$585 ﹤0.01% 1863
2024
Q4 		$8.3K Buy
+179
New +$8.43K ﹤0.01% 1829

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

AssetMark Inc's LEGR Position: Q1 2026 in Review

AssetMark Inc reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 23% in Q1 2026, selling an estimated $3.56K and leaving 197 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

AssetMark Inc first reported a position in LEGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • AssetMark Inc held 197 shares of First Trust Indxx Innovative Transaction & Process ETF worth $11.4K as of Q1 2026.
  • AssetMark Inc sold 59 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $3.56K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2272 holding.
  • AssetMark Inc first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2024 and has held it in 6 quarters since.
  • AssetMark Inc's First Trust Indxx Innovative Transaction & Process ETF position peaked at $15.2K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.