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

IFP 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
Q2 		$30.1K Buy
469
+1
+0.2% +$64 ﹤0.01% 2720
2026
Q1 		$27K Buy
468
+1
+0.2% +$60 ﹤0.01% 2607
2025
Q4 		$27.8K Hold
467
– – ﹤0.01% 2535
2025
Q3 		$26.3K Sell
467
-1
-0.2% -$55 ﹤0.01% 2437
2025
Q2 		$25.2K Buy
468
+1
+0.2% +$50 ﹤0.01% 2416
2025
Q1 		$22.7K Buy
467
+2
+0.4% +$97 ﹤0.01% 2242
2024
Q4 		$21.6K Buy
465
+2
+0.4% +$94 ﹤0.01% 2215
2024
Q3 		$21.8K Buy
463
+7
+2% +$311 ﹤0.01% 2113
2024
Q2 		$19.8K Buy
456
+1
+0.2% +$43 ﹤0.01% 2090
2024
Q1 		$19.5K Buy
455
+1
+0.2% +$41 ﹤0.01% 1980
2023
Q4 		$18.6K Buy
454
+3
+0.7% +$114 ﹤0.01% 1949
2023
Q3 		$16.6K Buy
451
+8
+2% +$306 ﹤0.01% 2027
2023
Q2 		$17K Sell
443
-28
-6% -$1.05K ﹤0.01% 2089
2023
Q1 		$14K Sell
471
-1,797
-79% -$66.2K ﹤0.01% 2159
2022
Q4 		$68K Sell
2,268
-302
-12% -$10.1K ﹤0.01% 2015
2022
Q3 		$77K Buy
2,570
+39
+2% +$1.33K ﹤0.01% 2042
2022
Q2 		$75K Hold
2,531
– – ﹤0.01% 1885
2022
Q1 		$75K Buy
2,531
+2,188
+638% +$91.5K ﹤0.01% 1885
2021
Q4 		$15K Sell
343
-1,647
-83% -$71.6K ﹤0.01% 2074
2021
Q3 		$86K Buy
1,990
+1,065
+115% +$45.5K ﹤0.01% 1353
2021
Q2 		$39K Buy
925
+35
+4% +$1.46K ﹤0.01% 1631
2021
Q1 		$35K Buy
890
+38
+4% +$1.51K ﹤0.01% 1599
2020
Q4 		$32K Buy
852
+43
+5% +$1.48K ﹤0.01% 1614
2020
Q3 		$26K Buy
809
+51
+7% +$1.61K ﹤0.01% 1534
2020
Q2 		$22K Sell
758
-7
-0.9% -$193 ﹤0.01% 1537
2020
Q1 		$20K Buy
765
+50
+7% +$1.51K ﹤0.01% 1480
2019
Q4 		$23K Buy
715
+54
+8% +$1.65K ﹤0.01% 1563
2019
Q3 		$20K Buy
+661
New +$19.7K ﹤0.01% 1759
2019
Q1 		$3K Sell
91
-2,523
-97% -$70.8K ﹤0.01% 2012
2018
Q4 		$66K Sell
2,614
-1,855
-42% -$50.8K ﹤0.01% 1436
2018
Q3 		$136K Buy
4,469
+2,275
+104% +$67.9K 0.01% 1295
2018
Q2 		$63K Buy
+2,194
New +$64.5K ﹤0.01% 1777

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
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

IFP Advisors's LEGR Position: Q2 2026 in Review

IFP Advisors increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.21% in Q2 2026, buying an estimated $64 and bringing the position to 469 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

IFP Advisors first reported a position in LEGR in Q2 2018 and has held it in 32 quarters since. The position peaked at $136K in Q3 2018. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • IFP Advisors held 469 shares of First Trust Indxx Innovative Transaction & Process ETF worth $30.1K as of Q2 2026.
  • IFP Advisors bought 1 First Trust Indxx Innovative Transaction & Process ETF share in Q2 2026, an estimated $64.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2720 holding.
  • IFP Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2018 and has held it in 32 quarters since.
  • IFP Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $136K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.