Cedar Mountain Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Cedar Mountain 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 Q3	–	Sell	-139	Closed	-$8.92K	–	1209
2026 Q2	$8.92K	Buy	139 +2	+1%	+$127	﹤0.01%	526
2026 Q1	$7.94K	Hold	137	–	–	﹤0.01%	524
2025 Q4	$8.16K	Hold	137	–	–	﹤0.01%	263
2025 Q3	$7.68K	Buy	137 +1	+0.7%	+$55	﹤0.01%	287
2025 Q2	$7.33K	Buy	136 +1	+0.7%	+$50	﹤0.01%	233
2025 Q1	$6.57K	Buy	135 +1	+0.7%	+$49	﹤0.01%	228
2024 Q4	$6.24K	Hold	134	–	–	﹤0.01%	240
2024 Q3	$6.3K	Buy	134 +1	+0.8%	+$44	﹤0.01%	226
2024 Q2	$5.78K	Buy	133 +2	+2%	+$86	﹤0.01%	222
2024 Q1	$5.64K	Hold	131	–	–	﹤0.01%	221
2023 Q4	$5.34K	Buy	131 +1	+0.8%	+$38	﹤0.01%	216
2023 Q3	$4.78K	Buy	130 +2	+2%	+$77	﹤0.01%	214
2023 Q2	$4.92K	Hold	128	–	–	﹤0.01%	204
2023 Q1	$4.76K	Buy	128 +1	+0.8%	+$37	﹤0.01%	208
2022 Q4	$4.36K	Buy	127 +1	+0.8%	+$33	﹤0.01%	219
2022 Q3	$4K	Buy	126 +2	+2%	+$68	﹤0.01%	222
2022 Q2	$4K	Hold	124	–	–	﹤0.01%	231
2022 Q1	$5K	Buy	124 +1	+0.8%	+$42	﹤0.01%	236
2021 Q4	$5K	Hold	123	–	–	﹤0.01%	236
2021 Q3	$5K	Buy	123 +1	+0.8%	+$43	﹤0.01%	230
2021 Q2	$5K	Hold	122	–	–	﹤0.01%	212
2021 Q1	$5K	Buy	+122	New	+$4.84K	﹤0.01%	220

Other funds holding LEGR

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Cedar Mountain Advisors's LEGR Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2026, closing a stake of 139 shares — an estimated $8.92K sold.

Cedar Mountain Advisors first reported a position in LEGR in Q1 2021 and held it in 22 quarters. The position peaked at $8.92K in Q2 2026. 6 funds tracked by Wall St. Rank hold LEGR as of Q3 2026.

Cedar Mountain Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2026 after selling out during the quarter.
Cedar Mountain Advisors sold 139 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2026, an estimated $8.92K.
Cedar Mountain Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 22 quarters.
Cedar Mountain Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $8.92K in Q2 2026.
6 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.