HighTower Advisors
LEGR icon

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

HighTower 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 		$531K Buy
9,200
+18
+0.2% +$1.08K ﹤0.01% 2666
2025
Q4 		$546K Buy
9,182
+30
+0.3% +$1.74K ﹤0.01% 2544
2025
Q3 		$515K Buy
9,152
+18
+0.2% +$982 ﹤0.01% 2600
2025
Q2 		$491K Buy
9,134
+72
+0.8% +$3.61K ﹤0.01% 2541
2025
Q1 		$442K Sell
9,062
-578
-6% -$28.2K ﹤0.01% 2569
2024
Q4 		$447K Sell
9,640
-2,411
-20% -$113K ﹤0.01% 2561
2024
Q3 		$567K Sell
12,051
-1,345
-10% -$59.8K ﹤0.01% 2308
2024
Q2 		$582K Sell
13,396
-742
-5% -$32K ﹤0.01% 2212
2024
Q1 		$605K Sell
14,138
-10,339
-42% -$428K ﹤0.01% 2141
2023
Q4 		$1M Buy
24,477
+6,708
+38% +$254K ﹤0.01% 1837
2023
Q3 		$659K Buy
17,769
+3,919
+28% +$150K ﹤0.01% 2033
2023
Q2 		$533K Buy
13,850
+2,263
+20% +$85K ﹤0.01% 2159
2023
Q1 		$433K Buy
11,587
+348
+3% +$12.8K ﹤0.01% 2212
2022
Q4 		$385K Buy
+11,239
New +$374K ﹤0.01% 2306

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

HighTower Advisors's LEGR Position: Q1 2026 in Review

HighTower Advisors increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.2% in Q1 2026, buying an estimated $1.08K and bringing the position to 9,200 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

HighTower Advisors first reported a position in LEGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q4 2023. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • HighTower Advisors held 9,200 shares of First Trust Indxx Innovative Transaction & Process ETF worth $531K as of Q1 2026.
  • HighTower Advisors bought 18 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $1.08K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2666 holding.
  • HighTower Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and has held it in 14 quarters since.
  • HighTower Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1M in Q4 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.