Jones Financial Companies
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Jones Financial Companies’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Jones Financial Companies’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
-360
Closed -$21.4K – 4846
2025
Q4 		$21.4K Buy
+360
New +$20.8K ﹤0.01% 2897

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Raymond James Financial
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KWA
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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

Jones Financial Companies's LEGR Position: Q1 2026 in Review

Jones Financial Companies sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026, closing a stake of 360 shares — an estimated $21.4K sold.

Jones Financial Companies first reported a position in LEGR in Q4 2025 and held it in 1 quarter. The position peaked at $21.4K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Jones Financial Companies reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 360 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $21.4K.
  • Jones Financial Companies first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's First Trust Indxx Innovative Transaction & Process ETF position peaked at $21.4K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.