Cetera Investment Advisers’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Cetera Investment Advisers’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	$260K	Buy	4,502 +330	+8%	+$19.9K	﹤0.01%	4105
2025 Q4	$248K	Sell	4,172 -878	-17%	-$50.8K	﹤0.01%	4062
2025 Q3	$284K	Buy	5,050 +730	+17%	+$39.8K	﹤0.01%	3872
2025 Q2	$232K	Sell	4,320 -42	-1%	-$2.1K	﹤0.01%	3612
2025 Q1	$213K	Hold	4,362	–	–	﹤0.01%	3554
2024 Q4	$202K	Sell	4,362 -282	-6%	-$13.3K	﹤0.01%	3421
2024 Q3	$219K	Sell	4,644 -467	-9%	-$20.8K	﹤0.01%	3318
2024 Q2	$222K	Sell	5,111 -681	-12%	-$29.3K	﹤0.01%	3293
2024 Q1	$249K	Buy	+5,792	New	+$240K	﹤0.01%	3192
2023 Q1	–	Sell	-45,594	Closed	-$1.56M	–	2209
2022 Q4	$1.56M	Buy	+45,594	New	+$1.52M	0.01%	802
2022 Q2	–	Sell	-4,982	Closed	-$201K	–	1902
2022 Q1	$201K	Sell	4,982 -2,546	-34%	-$106K	﹤0.01%	1717
2021 Q4	$327K	Buy	7,528 +1,426	+23%	+$62K	﹤0.01%	1447
2021 Q3	$257K	Buy	+6,102	New	+$261K	﹤0.01%	1534

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's LEGR Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 7.9% in Q1 2026, buying an estimated $19.9K and bringing the position to 4,502 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #4105.

Cetera Investment Advisers first reported a position in LEGR in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.56M in Q4 2022. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Cetera Investment Advisers held 4,502 shares of First Trust Indxx Innovative Transaction & Process ETF worth $260K as of Q1 2026.
Cetera Investment Advisers bought 330 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $19.9K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4105 holding.
Cetera Investment Advisers first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2021 and has held it in 13 quarters since.
Cetera Investment Advisers's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.56M in Q4 2022.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.