Commonwealth Equity Services
LEGR icon

Commonwealth Equity Services’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Commonwealth Equity Services’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 		$771K Buy
13,346
+71
+0.5% +$4.28K ﹤0.01% 2833
2025
Q4 		$790K Sell
13,275
-285
-2% -$16.5K ﹤0.01% 2781
2025
Q3 		$762K Buy
13,560
+475
+4% +$25.9K ﹤0.01% 2807
2025
Q2 		$704K Buy
13,085
+523
+4% +$26.2K ﹤0.01% 2870
2025
Q1 		$613K Buy
12,562
+730
+6% +$35.6K ﹤0.01% 2871
2024
Q4 		$549K Buy
11,832
+2,882
+32% +$136K ﹤0.01% 2886
2024
Q3 		$421K Sell
8,950
-358
-4% -$15.9K ﹤0.01% 3043
2024
Q2 		$404K Sell
9,308
-888
-9% -$38.3K ﹤0.01% 3025
2024
Q1 		$438K Sell
10,196
-242
-2% -$10K ﹤0.01% 2938
2023
Q4 		$427K Buy
10,438
+96
+0.9% +$3.64K ﹤0.01% 2865
2023
Q3 		$382K Sell
10,342
-3,237
-24% -$124K ﹤0.01% 2816
2023
Q2 		$522K Sell
13,579
-1,810
-12% -$68K ﹤0.01% 2576
2023
Q1 		$574 Buy
15,389
+140
+0.9% +$5.16K ﹤0.01% 2432
2022
Q4 		$522K Sell
15,249
-1,286
-8% -$42.8K ﹤0.01% 2434
2022
Q3 		$500K Buy
16,535
+2,398
+17% +$81.5K ﹤0.01% 2409
2022
Q2 		$478K Sell
14,137
-1,486
-10% -$54.7K ﹤0.01% 2438
2022
Q1 		$629K Buy
15,623
+4,831
+45% +$202K ﹤0.01% 2341
2021
Q4 		$468K Buy
10,792
+1,314
+14% +$57.1K ﹤0.01% 2578
2021
Q3 		$399K Buy
9,478
+780
+9% +$33.3K ﹤0.01% 2651
2021
Q2 		$366K Buy
8,698
+476
+6% +$19.9K ﹤0.01% 2730
2021
Q1 		$330K Buy
8,222
+2,558
+45% +$101K ﹤0.01% 2683
2020
Q4 		$212K Buy
+5,664
New +$195K ﹤0.01% 2874
2020
Q2 		– Sell
-8,517
Closed -$212K – 2986
2020
Q1 		$212K Sell
8,517
-1,456
-15% -$43.9K ﹤0.01% 2344
2019
Q4 		$318K Sell
9,973
-2,803
-22% -$85.5K ﹤0.01% 2271
2019
Q3 		$374K Sell
12,776
-10,199
-44% -$304K ﹤0.01% 2047
2019
Q2 		$690K Sell
22,975
-5,415
-19% -$161K ﹤0.01% 1577
2019
Q1 		$828K Sell
28,390
-6,371
-18% -$179K ﹤0.01% 1421
2018
Q4 		$887K Sell
34,761
-19,923
-36% -$546K ﹤0.01% 1275
2018
Q3 		$1.66M Buy
54,684
+2,805
+5% +$83.7K 0.01% 1022
2018
Q2 		$1.49M Buy
51,879
+7,810
+18% +$230K 0.01% 1065
2018
Q1 		$1.28M Buy
+44,069
New +$1.29M 0.01% 1113

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services's LEGR Position: Q1 2026 in Review

Commonwealth Equity Services increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.53% in Q1 2026, buying an estimated $4.28K and bringing the position to 13,346 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Commonwealth Equity Services first reported a position in LEGR in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.66M in Q3 2018. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Commonwealth Equity Services held 13,346 shares of First Trust Indxx Innovative Transaction & Process ETF worth $771K as of Q1 2026.
  • Commonwealth Equity Services bought 71 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $4.28K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2833 holding.
  • Commonwealth Equity Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 31 quarters since.
  • Commonwealth Equity Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.66M in Q3 2018.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.