Benson Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Benson Wealth Management’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	$26.1K	Sell	407 -9,784	-96%	-$623K	0.03%	131
2026 Q1	$589K	Buy	+10,191	New	+$615K	0.81%	33

Other funds holding LEGR

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Benson Wealth Management's LEGR Position: Q2 2026 in Review

Benson Wealth Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 96% in Q2 2026, selling an estimated $623K and leaving 407 shares worth $26.1K. The position accounts for 0.03% of the portfolio, ranked #131.

Benson Wealth Management first reported a position in LEGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $589K in Q1 2026. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Benson Wealth Management held 407 shares of First Trust Indxx Innovative Transaction & Process ETF worth $26.1K as of Q2 2026.
Benson Wealth Management sold 9,784 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $623K.
First Trust Indxx Innovative Transaction & Process ETF made up 0.03% of Benson Wealth Management's portfolio in Q2 2026, its #131 holding.
Benson Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2026 and has held it in 2 quarters since.
Benson Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $589K in Q1 2026.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.