IHT Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

IHT Wealth Management’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	–	Sell	-5,864	Closed	-$349K	–	1302
2025 Q4	$349K	Buy	5,864 +2	+0%	+$116	0.01%	907
2025 Q3	$330K	Buy	5,862 +297	+5%	+$16.2K	0.01%	892
2025 Q2	$299K	Buy	5,565 +5	+0.1%	+$251	0.01%	890
2025 Q1	$271K	Buy	5,560 +1	+0%	+$49	0.01%	902
2024 Q4	$258K	Buy	5,559 +1,210	+28%	+$56.9K	0.01%	914
2024 Q3	$205K	Buy	+4,349	New	+$193K	0.01%	1083

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 $10.1B AUM 14.03% 1-Year Est. Return

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

IHT Wealth Management's LEGR Position: Q1 2026 in Review

IHT Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026, closing a stake of 5,864 shares — an estimated $349K sold.

IHT Wealth Management first reported a position in LEGR in Q3 2024 and held it in 6 quarters. The position peaked at $349K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

IHT Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2026 after selling out during the quarter.
IHT Wealth Management sold 5,864 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $349K.
IHT Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2024 and held it in 6 quarters.
IHT Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $349K in Q4 2025.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.