Capital Investment Advisory Services’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Capital Investment Advisory Services’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	$132K	Hold	2,058	–	–	0.01%	767
2026 Q1	$119K	Hold	2,058	–	–	0.01%	704
2025 Q4	$122K	Hold	2,058	–	–	0.01%	673
2025 Q3	$116K	Hold	2,058	–	–	0.01%	661
2025 Q2	$111K	Hold	2,058	–	–	0.01%	637
2025 Q1	$100K	Buy	2,058 +110	+6%	+$5.36K	0.01%	615
2024 Q4	$90.4K	Hold	1,948	–	–	0.01%	583
2024 Q3	$91.7K	Hold	1,948	–	–	0.01%	602
2024 Q2	$84.6K	Buy	1,948 +848	+77%	+$36.5K	0.01%	588
2024 Q1	$47.3K	Hold	1,100	–	–	0.01%	665
2023 Q4	$45K	Buy	+1,100	New	+$41.7K	﹤0.01%	680
2019 Q4	–	Sell	-1,100	Closed	-$32K	–	942
2019 Q3	$32K	Buy	1,100 +1,000	+1,000%	+$29.8K	0.01%	672
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1232
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1058
2018 Q4	$3K	Buy	+100	New	+$2.74K	﹤0.01%	1009

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

Capital Investment Advisory Services's LEGR Position: Q2 2026 in Review

Capital Investment Advisory Services held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q2 2026 at 2,058 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #767.

Capital Investment Advisory Services first reported a position in LEGR in Q4 2018 and has held it in 15 quarters since. 49 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Capital Investment Advisory Services held 2,058 shares of First Trust Indxx Innovative Transaction & Process ETF worth $132K as of Q2 2026.
Capital Investment Advisory Services left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #767 holding.
Capital Investment Advisory Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2018 and has held it in 15 quarters since.
49 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.