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

Bank of Montreal’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	$164K	Buy	2,546 +2,101	+472%	+$134K	﹤0.01%	3083
2026 Q1	$25.7K	Buy	445 +400	+889%	+$24.1K	﹤0.01%	3438
2025 Q4	$2.68K	Hold	45	–	–	﹤0.01%	3533
2025 Q3	$2.53K	Hold	45	–	–	﹤0.01%	3455
2025 Q2	$2.42K	Sell	45 -61	-58%	-$3.06K	﹤0.01%	3443
2025 Q1	$5.17K	Buy	106 +61	+136%	+$2.97K	﹤0.01%	3357
2024 Q4	$2.09K	Hold	45	–	–	﹤0.01%	3442
2024 Q3	$2.14K	Hold	45	–	–	﹤0.01%	3767
2024 Q2	$1.99K	Hold	45	–	–	﹤0.01%	3768
2024 Q1	$1.94K	Hold	45	–	–	﹤0.01%	3792
2023 Q4	$1.85K	Hold	45	–	–	﹤0.01%	3898
2023 Q3	$1.74K	Hold	45	–	–	﹤0.01%	3719
2023 Q2	$1.77K	Hold	45	–	–	﹤0.01%	3893
2023 Q1	$1.68K	Hold	45	–	–	﹤0.01%	3717
2022 Q4	$1.54K	Hold	45	–	–	﹤0.01%	3893
2022 Q3	$2	Sell	45 -136	-75%	-$4.62K	﹤0.01%	3989
2022 Q2	$6	Hold	181	–	–	﹤0.01%	3921
2022 Q1	$7K	Buy	181 +136	+302%	+$5.68K	﹤0.01%	4026
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	3450
2021 Q3	$2K	Sell	45 -383	-89%	-$16.4K	﹤0.01%	3775
2021 Q2	$18K	Sell	428 -397	-48%	-$16.6K	﹤0.01%	3519
2021 Q1	$34K	Buy	+825	New	+$32.7K	﹤0.01%	3857
2020 Q2	–	Sell	-41	Closed	-$1K	–	4740
2020 Q1	$1K	Hold	41	–	–	﹤0.01%	3964
2019 Q4	$1K	Hold	41	–	–	﹤0.01%	4817
2019 Q3	$1K	Hold	41	–	–	﹤0.01%	4679
2019 Q2	$1K	Hold	41	–	–	﹤0.01%	4797
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	4211
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	4539
2018 Q3	$1K	Hold	41	–	–	﹤0.01%	4555
2018 Q2	$1K	Hold	41	–	–	﹤0.01%	4548
2018 Q1	$1K	Buy	+41	New	+$1.21K	﹤0.01%	4098

Other funds holding LEGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

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

Bank of Montreal increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 472% in Q2 2026, buying an estimated $134K and bringing the position to 2,546 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Bank of Montreal first reported a position in LEGR in Q1 2018 and has held it in 31 quarters since. 50 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Bank of Montreal held 2,546 shares of First Trust Indxx Innovative Transaction & Process ETF worth $164K as of Q2 2026.
Bank of Montreal bought 2,101 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $134K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3083 holding.
Bank of Montreal first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 31 quarters since.
50 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.