Corient Private Wealth’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Corient Private Wealth’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	$312K	Sell	5,394 -5,368	-50%	-$324K	﹤0.01%	2307
2025 Q4	$640K	Buy	10,762 +5,343	+99%	+$309K	﹤0.01%	2168
2025 Q3	$305K	Buy	5,419 +14	+0.3%	+$764	﹤0.01%	2104
2025 Q2	$291K	Buy	5,405 +45	+0.8%	+$2.25K	﹤0.01%	2011
2025 Q1	$261K	Hold	5,360	–	–	﹤0.01%	1925
2024 Q4	$249K	Hold	5,360	–	–	﹤0.01%	1998
2024 Q3	$252K	Buy	5,360 +220	+4%	+$9.78K	﹤0.01%	2103
2024 Q2	$223K	Hold	5,140	–	–	﹤0.01%	2070
2024 Q1	$221K	Hold	5,140	–	–	﹤0.01%	2055
2023 Q4	$210K	Buy	+5,140	New	+$195K	﹤0.01%	2052

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

Corient Private Wealth's LEGR Position: Q1 2026 in Review

Corient Private Wealth reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 50% in Q1 2026, selling an estimated $324K and leaving 5,394 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Corient Private Wealth first reported a position in LEGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $640K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Corient Private Wealth held 5,394 shares of First Trust Indxx Innovative Transaction & Process ETF worth $312K as of Q1 2026.
Corient Private Wealth sold 5,368 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $324K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2307 holding.
Corient Private Wealth first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's First Trust Indxx Innovative Transaction & Process ETF position peaked at $640K in Q4 2025.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.