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

Benjamin Edwards 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 Q2	$1.63M	Sell	25,402 -57	-0.2%	-$3.63K	0.01%	635
2026 Q1	$1.47M	Buy	25,459 +310	+1%	+$18.7K	0.01%	634
2025 Q4	$1.5M	Sell	25,149 -59	-0.2%	-$3.42K	0.02%	595
2025 Q3	$1.42M	Sell	25,208 -146	-0.6%	-$7.97K	0.02%	582
2025 Q2	$1.36M	Buy	+25,354	New	+$1.27M	0.02%	540

Other funds holding LEGR

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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

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

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Benjamin Edwards Inc's LEGR Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.22% in Q2 2026, selling an estimated $3.63K and leaving 25,402 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #635.

Benjamin Edwards Inc first reported a position in LEGR in Q2 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Benjamin Edwards Inc held 25,402 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.63M as of Q2 2026.
Benjamin Edwards Inc sold 57 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $3.63K.
First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #635 holding.
Benjamin Edwards Inc first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.