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CKW Financial Group’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

CKW Financial Group’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
2025
Q4 		– Sell
-50
Closed -$3K – 184
2025
Q3 		$3K Buy
+50
New +$2.73K ﹤0.01% 148

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
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

CKW Financial Group's LEGR Position: Q4 2025 in Review

CKW Financial Group sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2025, closing a stake of 50 shares — an estimated $3K sold.

CKW Financial Group first reported a position in LEGR in Q3 2025 and held it in 1 quarter. The position peaked at $3K in Q3 2025. 58 funds tracked by Wall St. Rank hold LEGR as of Q4 2025.

  • CKW Financial Group reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2025 after selling out during the quarter.
  • CKW Financial Group sold 50 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2025, an estimated $3K.
  • CKW Financial Group first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2025 and held it in 1 quarter.
  • CKW Financial Group's First Trust Indxx Innovative Transaction & Process ETF position peaked at $3K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2025.

Based on CKW Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.