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Harbour Investments’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Harbour Investments’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 		$92.6K Buy
1,603
+215
+15% +$13K ﹤0.01% 1992
2025
Q4 		$82.6K Sell
1,388
-33
-2% -$1.91K ﹤0.01% 1732
2025
Q3 		$79.9K Buy
1,421
+508
+56% +$27.7K ﹤0.01% 1674
2025
Q2 		$49.1K Hold
913
– – ﹤0.01% 1841
2025
Q1 		$44.5K Hold
913
– – ﹤0.01% 1825
2024
Q4 		$42.4K Buy
913
+200
+28% +$9.41K ﹤0.01% 1785
2024
Q3 		$33.6K Sell
713
-1,325
-65% -$58.9K ﹤0.01% 1850
2024
Q2 		$88.5K Buy
2,038
+1,125
+123% +$48.5K ﹤0.01% 1292
2024
Q1 		$39.2K Buy
913
+157
+21% +$6.5K ﹤0.01% 1641
2023
Q4 		$30.9K Hold
756
– – ﹤0.01% 1674
2023
Q3 		$27.9K Hold
756
– – ﹤0.01% 1607
2023
Q2 		$29.1K Hold
756
– – ﹤0.01% 1605
2023
Q1 		$28.2K Hold
756
– – ﹤0.01% 1591
2022
Q4 		$25.9K Hold
756
– – ﹤0.01% 1572
2022
Q3 		$26K Hold
756
– – ﹤0.01% 1524
2022
Q2 		$26K Buy
+756
New +$27.8K ﹤0.01% 1524
2021
Q4 		$37K Sell
858
-369
-30% -$16K ﹤0.01% 1394
2021
Q3 		$52K Buy
1,227
+1
+0.1% +$43 ﹤0.01% 1743
2021
Q2 		$52K Buy
1,226
+8
+0.7% +$335 ﹤0.01% 1799
2021
Q1 		$49K Buy
+1,218
New +$48.3K ﹤0.01% 1714

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Harbour Investments's LEGR Position: Q1 2026 in Review

Harbour Investments increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 15% in Q1 2026, buying an estimated $13K and bringing the position to 1,603 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Harbour Investments first reported a position in LEGR in Q1 2021 and has held it in 20 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Harbour Investments held 1,603 shares of First Trust Indxx Innovative Transaction & Process ETF worth $92.6K as of Q1 2026.
  • Harbour Investments bought 215 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $13K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1992 holding.
  • Harbour Investments first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and has held it in 20 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.