Guardian Wealth Advisors (North Carolina)’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$82.2K	Buy	+1,423	New	+$85.8K	0.01%	409
2025 Q3	–	Sell	-1,422	Closed	-$76.5K	–	471
2025 Q2	$76.5K	Buy	1,422 +572	+67%	+$28.7K	0.01%	378
2025 Q1	$41.4K	Hold	850	–	–	﹤0.01%	392
2024 Q4	$39.4K	Hold	850	–	–	﹤0.01%	380
2024 Q3	$40K	Hold	850	–	–	﹤0.01%	324
2024 Q2	$36.9K	Buy	+850	New	+$36.6K	﹤0.01%	318

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

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

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

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 $11B AUM 18.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LEGR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 1,423 shares worth $82.2K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in LEGR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in LEGR in Q2 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,423 shares of First Trust Indxx Innovative Transaction & Process ETF worth $82.2K as of Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #409 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2024 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.