BWM
LEGR icon

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

Bullock 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
2025
Q3 		– Sell
-6
Closed -$322 – 646
2025
Q2 		$322 Buy
+6
New +$301 ﹤0.01% 576

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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bullock Wealth Management's LEGR Position: Q3 2025 in Review

Bullock Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2025, closing a stake of 6 shares — an estimated $322 sold.

Bullock Wealth Management first reported a position in LEGR in Q2 2025 and held it in 1 quarter. The position peaked at $322 in Q2 2025. 55 funds tracked by Wall St. Rank hold LEGR as of Q3 2025.

  • Bullock Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 6 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2025, an estimated $322.
  • Bullock Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2025 and held it in 1 quarter.
  • Bullock Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $322 in Q2 2025.
  • 55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.