EH
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Equitable Holdings’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Equitable Holdings’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 		$880K Sell
13,704
-198
-1% -$12.6K 0.01% 1058
2026
Q1 		$827K Buy
13,902
+424
+3% +$25.6K 0.01% 1048
2025
Q4 		$802K Sell
13,478
-200
-1% -$11.6K 0.01% 936
2025
Q3 		$769K Sell
13,678
-1,600
-10% -$87.3K 0.01% 924
2025
Q2 		$822K Buy
15,278
+2
+0% +$100 0.01% 853
2025
Q1 		$745K Sell
15,276
-124
-0.8% -$6.04K 0.01% 800
2024
Q4 		$715K Sell
15,400
-550
-3% -$25.9K 0.01% 769
2024
Q3 		$751K Sell
15,950
-698
-4% -$31K 0.01% 758
2024
Q2 		$723K Buy
16,648
+38
+0.2% +$1.64K 0.01% 729
2024
Q1 		$713K Hold
16,610
– – 0.01% 702
2023
Q4 		$680K Hold
16,610
– – 0.01% 675
2023
Q3 		$613K Buy
16,610
+1,450
+10% +$55.6K 0.01% 664
2023
Q2 		$583K Sell
15,160
-300
-2% -$11.3K 0.01% 657
2023
Q1 		$577K Sell
15,460
-200
-1% -$7.37K 0.01% 610
2022
Q4 		$536K Sell
15,660
-150
-0.9% -$5K 0.01% 597
2022
Q3 		$479K Buy
15,810
+165
+1% +$5.61K 0.01% 564
2022
Q2 		$530K Buy
15,645
+150
+1% +$5.52K 0.01% 549
2022
Q1 		$624K Sell
15,495
-350
-2% -$14.6K 0.01% 525
2021
Q4 		$688K Buy
15,845
+175
+1% +$7.61K 0.01% 488
2021
Q3 		$661K Buy
15,670
+2,110
+16% +$90.2K 0.01% 494
2021
Q2 		$572K Buy
13,560
+226
+2% +$9.45K 0.01% 507
2021
Q1 		$536K Buy
13,334
+4,624
+53% +$183K 0.01% 495
2020
Q4 		$327K Buy
8,710
+400
+5% +$13.8K 0.01% 541
2020
Q3 		$260K Buy
+8,310
New +$262K 0.01% 540

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
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

Equitable Holdings's LEGR Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 1.4% in Q2 2026, selling an estimated $12.6K and leaving 13,704 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #1058.

Equitable Holdings first reported a position in LEGR in Q3 2020 and has held it in 24 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Equitable Holdings held 13,704 shares of First Trust Indxx Innovative Transaction & Process ETF worth $880K as of Q2 2026.
  • Equitable Holdings sold 198 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $12.6K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1058 holding.
  • Equitable Holdings first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2020 and has held it in 24 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.