Cetera Investment Advisers
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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
Q2 		$339K Buy
5,270
+768
+17% +$48.9K ﹤0.01% 4045
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
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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cetera Investment Advisers's LEGR Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 17% in Q2 2026, buying an estimated $48.9K and bringing the position to 5,270 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #4045.

Cetera Investment Advisers first reported a position in LEGR in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2022. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Cetera Investment Advisers held 5,270 shares of First Trust Indxx Innovative Transaction & Process ETF worth $339K as of Q2 2026.
  • Cetera Investment Advisers bought 768 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $48.9K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4045 holding.
  • Cetera Investment Advisers first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2021 and has held it in 14 quarters since.
  • Cetera Investment Advisers's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.56M in Q4 2022.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.