Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$608K Buy
10,530
+2,626
+33% +$158K ﹤0.01% 2631
2025
Q4 		$470K Buy
7,904
+127
+2% +$7.35K ﹤0.01% 2779
2025
Q3 		$437K Buy
7,777
+325
+4% +$17.7K ﹤0.01% 2793
2025
Q2 		$401K Sell
7,452
-544
-7% -$27.3K ﹤0.01% 2746
2025
Q1 		$390K Sell
7,996
-494
-6% -$24.1K ﹤0.01% 2656
2024
Q4 		$394K Sell
8,490
-957
-10% -$45K ﹤0.01% 2617
2024
Q3 		$445K Sell
9,447
-883
-9% -$39.3K ﹤0.01% 2499
2024
Q2 		$449K Sell
10,330
-682
-6% -$29.4K ﹤0.01% 2383
2024
Q1 		$473K Sell
11,012
-5,641
-34% -$233K ﹤0.01% 2323
2023
Q4 		$681K Sell
16,653
-2,553
-13% -$96.8K ﹤0.01% 1935
2023
Q3 		$709K Buy
19,206
+8,590
+81% +$329K ﹤0.01% 1803
2023
Q2 		$408K Buy
10,616
+296
+3% +$11.1K ﹤0.01% 2284
2023
Q1 		$385K Sell
10,320
-937
-8% -$34.5K ﹤0.01% 2280
2022
Q4 		$386K Sell
11,257
-1,851
-14% -$61.7K ﹤0.01% 2234
2022
Q3 		$397K Buy
13,108
+796
+6% +$27.1K ﹤0.01% 2126
2022
Q2 		$417K Buy
12,312
+399
+3% +$14.7K ﹤0.01% 2103
2022
Q1 		$480K Sell
11,913
-715
-6% -$29.9K ﹤0.01% 2130
2021
Q4 		$548K Buy
12,628
+288
+2% +$12.5K ﹤0.01% 2037
2021
Q3 		$521K Buy
12,340
+171
+1% +$7.31K ﹤0.01% 2023
2021
Q2 		$513K Buy
12,169
+3,222
+36% +$135K ﹤0.01% 2037
2021
Q1 		$360K Buy
+8,947
New +$355K ﹤0.01% 2156
2018
Q4 		– Sell
-20,481
Closed -$622K – 2223
2018
Q3 		$622K Sell
20,481
-15,310
-43% -$457K 0.01% 1321
2018
Q2 		$1.03M Buy
35,791
+15,659
+78% +$460K 0.01% 955
2018
Q1 		$585K Buy
+20,132
New +$592K 0.01% 1261

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors's LEGR Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 33% in Q1 2026, buying an estimated $158K and bringing the position to 10,530 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Cambridge Investment Research Advisors first reported a position in LEGR in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.03M in Q2 2018. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Cambridge Investment Research Advisors held 10,530 shares of First Trust Indxx Innovative Transaction & Process ETF worth $608K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 2,626 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $158K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2631 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.03M in Q2 2018.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.