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F.L. Putnam Investment Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

F.L. Putnam Investment 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
2026
Q2 		$835K Sell
12,995
-3,583
-22% -$228K 0.01% 397
2026
Q1 		$958K Sell
16,578
-11,338
-41% -$684K 0.01% 331
2025
Q4 		$1.66M Sell
27,916
-41,282
-60% -$2.39M 0.02% 275
2025
Q3 		$3.89M Sell
69,198
-24,785
-26% -$1.35M 0.06% 192
2025
Q2 		$5.06M Buy
93,983
+66,462
+241% +$3.33M 0.09% 163
2025
Q1 		$1.34M Buy
+27,521
New +$1.34M 0.03% 283

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

F.L. Putnam Investment Management's LEGR Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 22% in Q2 2026, selling an estimated $228K and leaving 12,995 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #397.

F.L. Putnam Investment Management first reported a position in LEGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.06M in Q2 2025. 32 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • F.L. Putnam Investment Management held 12,995 shares of First Trust Indxx Innovative Transaction & Process ETF worth $835K as of Q2 2026.
  • F.L. Putnam Investment Management sold 3,583 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $228K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #397 holding.
  • F.L. Putnam Investment Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2025 and has held it in 6 quarters since.
  • F.L. Putnam Investment Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5.06M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.