Envestnet Asset Management
LEGR icon

Envestnet Asset Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-21,132
Closed -$980K – 4419
2024
Q4 		$980K Buy
21,132
+136
+0.6% +$6.4K ﹤0.01% 3186
2024
Q3 		$988K Buy
20,996
+5,953
+40% +$265K ﹤0.01% 3144
2024
Q2 		$653K Buy
15,043
+166
+1% +$7.15K ﹤0.01% 3305
2024
Q1 		$639K Buy
14,877
+54
+0.4% +$2.23K ﹤0.01% 3293
2023
Q4 		$606K Buy
14,823
+318
+2% +$12.1K ﹤0.01% 3228
2023
Q3 		$535K Buy
+14,505
New +$556K ﹤0.01% 3212
2023
Q2 		– Sell
-8,925
Closed -$333K – 4030
2023
Q1 		$333K Buy
8,925
+160
+2% +$5.89K ﹤0.01% 3392
2022
Q4 		$300K Sell
8,765
-9,259
-51% -$308K ﹤0.01% 3428
2022
Q3 		$546K Sell
18,024
-2,703
-13% -$91.9K ﹤0.01% 2965
2022
Q2 		$702K Sell
20,727
-14,164
-41% -$521K ﹤0.01% 2859
2022
Q1 		$1.41M Buy
34,891
+2,581
+8% +$108K ﹤0.01% 2415
2021
Q4 		$1.4M Buy
32,310
+16,201
+101% +$705K ﹤0.01% 2399
2021
Q3 		$680K Buy
16,109
+7,740
+92% +$331K ﹤0.01% 2784
2021
Q2 		$353K Sell
8,369
-1,067
-11% -$44.6K ﹤0.01% 3187
2021
Q1 		$380K Buy
+9,436
New +$374K ﹤0.01% 3007
2018
Q3 		– Sell
-159
Closed -$5K – 1996
2018
Q2 		$5K Buy
+159
New +$4.67K ﹤0.01% 2643

Other funds holding LEGR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Envestnet Asset Management's LEGR Position: Q1 2025 in Review

Envestnet Asset Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2025, closing a stake of 21,132 shares — an estimated $980K sold.

Envestnet Asset Management first reported a position in LEGR in Q2 2018 and held it in 16 quarters. The position peaked at $1.41M in Q1 2022. 53 funds tracked by Wall St. Rank hold LEGR as of Q1 2025.

  • Envestnet Asset Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 21,132 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2025, an estimated $980K.
  • Envestnet Asset Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2018 and held it in 16 quarters.
  • Envestnet Asset Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.41M in Q1 2022.
  • 53 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.