Global Retirement Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Global Retirement Partners’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 Q4	$45.7K	Hold	768	–	–	﹤0.01%	2405
2025 Q3	$43.2K	Hold	768	–	–	﹤0.01%	1980
2025 Q2	$41.3K	Buy	+768	New	+$38.5K	﹤0.01%	1878
2024 Q4	$35.6K	Sell	768 -457	-37%	-$21.5K	﹤0.01%	1780
2024 Q3	$57.6K	Buy	1,225 +3	+0.2%	+$133	﹤0.01%	1497
2024 Q2	$53.1K	Buy	1,222 +773	+172%	+$33.3K	﹤0.01%	1510
2024 Q1	$19.3K	Sell	449 -3	-0.7%	-$124	﹤0.01%	1828
2023 Q4	$18K	Buy	452 +2	+0.4%	+$76	﹤0.01%	1804
2023 Q3	$16.4K	Buy	450 +3	+0.7%	+$115	﹤0.01%	1729
2023 Q2	$17.2K	Sell	447 -331	-43%	-$12.4K	﹤0.01%	1742
2023 Q1	$28.5K	Sell	778 -161	-17%	-$5.93K	﹤0.01%	1494
2022 Q4	$32.1K	Buy	939 +436	+87%	+$14.5K	﹤0.01%	1272
2022 Q3	$16K	Buy	+503	New	+$17.1K	﹤0.01%	1488
2022 Q2	–	Sell	-34	Closed	-$1K	–	2797
2022 Q1	$1K	Buy	+34	New	+$1.42K	﹤0.01%	2437
2021 Q4	–	Sell	-34	Closed	-$1K	–	1113
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	1903
2021 Q2	$1K	Hold	34	–	–	﹤0.01%	1809
2021 Q1	$1K	Hold	34	–	–	﹤0.01%	1721
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	1681
2020 Q3	$1K	Hold	34	–	–	﹤0.01%	1565
2020 Q2	$1K	Hold	34	–	–	﹤0.01%	1540
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	1495
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	1545
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	1522
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	1517
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	1464
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	1401
2018 Q3	$1K	Buy	+34	New	+$1.01K	﹤0.01%	1477

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Global Retirement Partners's LEGR Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q4 2025 at 768 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Global Retirement Partners first reported a position in LEGR in Q3 2018 and has held it in 27 quarters since. The position peaked at $57.6K in Q3 2024. 58 funds tracked by Wall St. Rank hold LEGR as of Q4 2025.

Global Retirement Partners held 768 shares of First Trust Indxx Innovative Transaction & Process ETF worth $45.7K as of Q4 2025.
Global Retirement Partners left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q4 2025.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2405 holding.
Global Retirement Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2018 and has held it in 27 quarters since.
Global Retirement Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $57.6K in Q3 2024.
58 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.