Bank of America
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Bank of America’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Bank of America’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
Q2 		$2.35M Sell
36,518
-156
-0.4% -$9.93K ﹤0.01% 4105
2026
Q1 		$2.12M Sell
36,674
-414
-1% -$25K ﹤0.01% 4082
2025
Q4 		$2.21M Sell
37,088
-1,371
-4% -$79.4K ﹤0.01% 3989
2025
Q3 		$2.16M Sell
38,459
-316
-0.8% -$17.2K ﹤0.01% 4765
2025
Q2 		$2.09M Sell
38,775
-1,809
-4% -$90.7K ﹤0.01% 4742
2025
Q1 		$1.98M Sell
40,584
-1,323
-3% -$64.5K ﹤0.01% 4695
2024
Q4 		$1.94M Sell
41,907
-241
-0.6% -$11.3K ﹤0.01% 4476
2024
Q3 		$1.98M Sell
42,148
-7,460
-15% -$332K ﹤0.01% 4569
2024
Q2 		$2.15M Sell
49,608
-1,399
-3% -$60.3K ﹤0.01% 4386
2024
Q1 		$2.19M Sell
51,007
-13,315
-21% -$551K ﹤0.01% 4373
2023
Q4 		$2.63M Sell
64,322
-8,888
-12% -$337K ﹤0.01% 4126
2023
Q3 		$2.7M Sell
73,210
-5,688
-7% -$218K ﹤0.01% 3983
2023
Q2 		$3.03M Sell
78,898
-18,336
-19% -$689K ﹤0.01% 3842
2023
Q1 		$3.63M Buy
97,234
+5,662
+6% +$209K ﹤0.01% 3823
2022
Q4 		$3.14M Sell
91,572
-25,004
-21% -$833K ﹤0.01% 3843
2022
Q3 		$3.53M Sell
116,576
-30,692
-21% -$1.04M ﹤0.01% 3709
2022
Q2 		$4.99M Sell
147,268
-7,302
-5% -$269K ﹤0.01% 3402
2022
Q1 		$6.23M Sell
154,570
-113,386
-42% -$4.74M ﹤0.01% 3371
2021
Q4 		$11.6M Sell
267,956
-1,389
-0.5% -$60.4K ﹤0.01% 2766
2021
Q3 		$11.4M Buy
269,345
+15,197
+6% +$650K ﹤0.01% 2710
2021
Q2 		$10.7M Buy
254,148
+32,721
+15% +$1.37M ﹤0.01% 2765
2021
Q1 		$8.91M Sell
221,427
-36,361
-14% -$1.44M ﹤0.01% 2838
2020
Q4 		$9.67M Buy
257,788
+51,046
+25% +$1.76M ﹤0.01% 2507
2020
Q3 		$6.48M Buy
206,742
+136,202
+193% +$4.3M ﹤0.01% 2671
2020
Q2 		$2.07M Buy
70,540
+5,480
+8% +$151K ﹤0.01% 3601
2020
Q1 		$1.62M Buy
65,060
+2,067
+3% +$62.3K ﹤0.01% 3646
2019
Q4 		$2.01M Sell
62,993
-2,160
-3% -$65.9K ﹤0.01% 4014
2019
Q3 		$1.91M Buy
65,153
+461
+0.7% +$13.7K ﹤0.01% 4091
2019
Q2 		$1.94M Sell
64,692
-2,137
-3% -$63.4K ﹤0.01% 4061
2019
Q1 		$1.95M Sell
66,829
-5,596
-8% -$157K ﹤0.01% 4009
2018
Q4 		$1.85M Sell
72,425
-19,883
-22% -$544K ﹤0.01% 3916
2018
Q3 		$2.8M Sell
92,308
-10,142
-10% -$303K ﹤0.01% 3699
2018
Q2 		$2.95M Buy
102,450
+45,381
+80% +$1.33M ﹤0.01% 3655
2018
Q1 		$1.66M Buy
+57,069
New +$1.68M ﹤0.01% 4019

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America's LEGR Position: Q2 2026 in Review

Bank of America reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.43% in Q2 2026, selling an estimated $9.93K and leaving 36,518 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4105.

Bank of America first reported a position in LEGR in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.6M in Q4 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Bank of America held 36,518 shares of First Trust Indxx Innovative Transaction & Process ETF worth $2.35M as of Q2 2026.
  • Bank of America sold 156 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $9.93K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4105 holding.
  • Bank of America first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 34 quarters since.
  • Bank of America's First Trust Indxx Innovative Transaction & Process ETF position peaked at $11.6M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.