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 Q2	$336K	Sell	5,224 -170	-3%	-$10.8K	﹤0.01%	2483
2026 Q1	$312K	Buy	5,394 +13	+0.2%	+$784	﹤0.01%	2307
2025 Q4	$320K	Sell	5,381 -38	-0.7%	-$2.2K	﹤0.01%	2135
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 $445B AUM 25.58% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Corient Private Wealth's LEGR Position: Q2 2026 in Review

Corient Private Wealth reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 3.2% in Q2 2026, selling an estimated $10.8K and leaving 5,224 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Corient Private Wealth first reported a position in LEGR in Q4 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Corient Private Wealth held 5,224 shares of First Trust Indxx Innovative Transaction & Process ETF worth $336K as of Q2 2026.
Corient Private Wealth sold 170 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $10.8K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2483 holding.
Corient Private Wealth first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2023 and has held it in 11 quarters since.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.