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Coldstream Capital Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-140
Closed -$6.83K – 2327
2025
Q1 		$6.83K Buy
+140
New +$6.82K ﹤0.01% 2546

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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Coldstream Capital Management's LEGR Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2025, closing a stake of 140 shares — an estimated $6.83K sold.

Coldstream Capital Management first reported a position in LEGR in Q1 2025 and held it in 1 quarter. The position peaked at $6.83K in Q1 2025. 55 funds tracked by Wall St. Rank hold LEGR as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 140 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2025, an estimated $6.83K.
  • Coldstream Capital Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $6.83K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.