CWA
LEGR icon

Crux Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Crux Wealth Advisors’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 		$255K Buy
4,407
+585
+15% +$35.3K 0.1% 154
2025
Q4 		$227K Buy
+3,822
New +$221K 0.08% 163

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

Crux Wealth Advisors's LEGR Position: Q1 2026 in Review

Crux Wealth Advisors increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 15% in Q1 2026, buying an estimated $35.3K and bringing the position to 4,407 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #154.

Crux Wealth Advisors first reported a position in LEGR in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Crux Wealth Advisors held 4,407 shares of First Trust Indxx Innovative Transaction & Process ETF worth $255K as of Q1 2026.
  • Crux Wealth Advisors bought 585 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $35.3K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.1% of Crux Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • Crux Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.