Integrated Wealth Concepts’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Integrated Wealth Concepts’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	$80.1K	Buy	+1,246	New	+$79.3K	﹤0.01%	2991
2022 Q3	–	Sell	-6,249	Closed	-$212K	–	987
2022 Q2	$212K	Sell	6,249 -14,690	-70%	-$540K	0.01%	883
2022 Q1	$844K	Sell	20,939 -483	-2%	-$20.2K	0.03%	435
2021 Q4	$930K	Buy	21,422 +3	+0%	+$130	0.03%	449
2021 Q3	$904K	Buy	+21,419	New	+$916K	0.03%	421

Other funds holding LEGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts's LEGR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026: 1,246 shares worth $80.1K. The stake represents ﹤0.01% of the portfolio and ranks #2991 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LEGR as recently as Q2 2022.

Integrated Wealth Concepts first reported a position in LEGR in Q3 2021 and has held it in 5 quarters since. The position peaked at $930K in Q4 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Integrated Wealth Concepts held 1,246 shares of First Trust Indxx Innovative Transaction & Process ETF worth $80.1K as of Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Integrated Wealth Concepts position in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2991 holding.
Integrated Wealth Concepts first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2021 and has held it in 5 quarters since.
Integrated Wealth Concepts's First Trust Indxx Innovative Transaction & Process ETF position peaked at $930K in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.