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
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 $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

Equitable Holdings's LEGR Position: Q1 2026 in Review

Equitable Holdings increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 3.1% in Q1 2026, buying an estimated $25.6K and bringing the position to 13,902 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #1048.

Equitable Holdings first reported a position in LEGR in Q3 2020 and has held it in 23 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Equitable Holdings held 13,902 shares of First Trust Indxx Innovative Transaction & Process ETF worth $827K as of Q1 2026.
  • Equitable Holdings bought 424 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $25.6K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1048 holding.
  • Equitable Holdings first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2020 and has held it in 23 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.