Financial Engines Advisors
LEGR icon

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

Financial Engines 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
2026
Q1 		$6.25M Sell
108,140
-32,175
-23% -$1.94M 0.01% 125
2025
Q4 		$8.35M Sell
140,315
-2,548
-2% -$147K 0.02% 115
2025
Q3 		$8.03M Buy
142,863
+35,948
+34% +$1.96M 0.02% 114
2025
Q2 		$5.75M Sell
106,915
-179
-0.2% -$8.97K 0.01% 134
2025
Q1 		$5.22M Sell
107,094
-29,812
-22% -$1.45M 0.01% 130
2024
Q4 		$6.35M Buy
136,906
+40,854
+43% +$1.92M 0.01% 123
2024
Q3 		$4.52M Sell
96,052
-21,018
-18% -$935K 0.01% 126
2024
Q2 		$5.08M Buy
117,070
+4,777
+4% +$206K 0.01% 119
2024
Q1 		$4.82M Buy
112,293
+25,754
+30% +$1.07M 0.01% 115
2023
Q4 		$3.54M Buy
86,539
+14,055
+19% +$533K 0.01% 115
2023
Q3 		$2.67M Buy
72,484
+2,850
+4% +$109K 0.01% 111
2023
Q2 		$2.68M Buy
69,634
+716
+1% +$26.9K 0.01% 119
2023
Q1 		$2.57M Buy
68,918
+15,818
+30% +$583K 0.01% 122
2022
Q4 		$1.82M Sell
53,100
-9,663
-15% -$322K 0.01% 130
2022
Q3 		$1.9M Buy
62,763
+10,154
+19% +$345K 0.01% 121
2022
Q2 		$1.78M Sell
52,609
-3,329
-6% -$122K 0.01% 123
2022
Q1 		$2.25M Buy
55,938
+48,309
+633% +$2.02M 0.01% 111
2021
Q4 		$331K Buy
+7,629
New +$332K ﹤0.01% 199

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Engines Advisors's LEGR Position: Q1 2026 in Review

Financial Engines Advisors reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 23% in Q1 2026, selling an estimated $1.94M and leaving 108,140 shares worth $6.25M. The position accounts for 0.01% of the portfolio, ranked #125.

Financial Engines Advisors first reported a position in LEGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.35M in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Financial Engines Advisors held 108,140 shares of First Trust Indxx Innovative Transaction & Process ETF worth $6.25M as of Q1 2026.
  • Financial Engines Advisors sold 32,175 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $1.94M.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #125 holding.
  • Financial Engines Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Engines Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $8.35M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.