DHJJ Financial Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

DHJJ Financial 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
2025 Q3	–	Sell	-105	Closed	-$5.65K	–	1013
2025 Q2	$5.65K	Hold	105	–	–	﹤0.01%	590
2025 Q1	$5.12K	Hold	105	–	–	﹤0.01%	566
2024 Q4	$4.87K	Hold	105	–	–	﹤0.01%	556
2024 Q3	$4.94K	Hold	105	–	–	﹤0.01%	547
2024 Q2	$4.56K	Hold	105	–	–	﹤0.01%	511
2024 Q1	$4.51K	Hold	105	–	–	﹤0.01%	505
2023 Q4	$4.3K	Hold	105	–	–	﹤0.01%	502
2023 Q3	$3.88K	Buy	+105	New	+$4.02K	﹤0.01%	508

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

DHJJ Financial Advisors's LEGR Position: Q3 2025 in Review

DHJJ Financial Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2025, closing a stake of 105 shares — an estimated $5.65K sold.

DHJJ Financial Advisors first reported a position in LEGR in Q3 2023 and held it in 8 quarters. The position peaked at $5.65K in Q2 2025. 55 funds tracked by Wall St. Rank hold LEGR as of Q3 2025.

DHJJ Financial Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2025 after selling out during the quarter.
DHJJ Financial Advisors sold 105 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2025, an estimated $5.65K.
DHJJ Financial Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2023 and held it in 8 quarters.
DHJJ Financial Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5.65K in Q2 2025.
55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2025.

Based on DHJJ Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.