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
2026 Q2	$49.3K	Buy	+768	New	+$48.9K	﹤0.01%	2535
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 $445B AUM 25.58% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Global Retirement Partners's LEGR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026: 768 shares worth $49.3K. The stake represents ﹤0.01% of the portfolio and ranks #2535 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LEGR as recently as Q4 2025.

Global Retirement Partners first reported a position in LEGR in Q3 2018 and has held it in 28 quarters since. The position peaked at $57.6K in Q3 2024. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Global Retirement Partners held 768 shares of First Trust Indxx Innovative Transaction & Process ETF worth $49.3K as of Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2535 holding.
Global Retirement Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2018 and has held it in 28 quarters since.
Global Retirement Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $57.6K in Q3 2024.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.