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Kestra Advisory Services’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Kestra Advisory Services’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 		$317K Buy
5,496
+494
+10% +$29.8K ﹤0.01% 2574
2025
Q4 		$298K Sell
5,002
-975
-16% -$56.4K ﹤0.01% 2547
2025
Q3 		$336K Sell
5,977
-629
-10% -$34.3K ﹤0.01% 2353
2025
Q2 		$355K Buy
6,606
+852
+15% +$42.7K ﹤0.01% 2230
2025
Q1 		$281K Sell
5,754
-635
-10% -$30.9K ﹤0.01% 2211
2024
Q4 		$296K Sell
6,389
-1,940
-23% -$91.3K ﹤0.01% 2225
2024
Q3 		$392K Sell
8,329
-2,075
-20% -$92.3K ﹤0.01% 1921
2024
Q2 		$452K Buy
10,404
+526
+5% +$22.7K ﹤0.01% 1850
2024
Q1 		$424K Buy
9,878
+2,296
+30% +$95K ﹤0.01% 1770
2023
Q4 		$310K Buy
7,582
+813
+12% +$30.8K ﹤0.01% 1825
2023
Q3 		$250K Buy
6,769
+655
+11% +$25.1K ﹤0.01% 1790
2023
Q2 		$235K Buy
6,114
+203
+3% +$7.62K ﹤0.01% 1810
2023
Q1 		$221K Sell
5,911
-193
-3% -$7.11K ﹤0.01% 1771
2022
Q4 		$209K Buy
+6,104
New +$203K ﹤0.01% 1998
2022
Q3 		– Sell
-7,562
Closed -$256K – 2182
2022
Q2 		$256K Sell
7,562
-17,648
-70% -$649K ﹤0.01% 1734
2022
Q1 		$1.02M Buy
25,210
+1,266
+5% +$52.9K 0.01% 950
2021
Q4 		$1.04M Buy
23,944
+827
+4% +$36K 0.01% 962
2021
Q3 		$975K Buy
23,117
+3,625
+19% +$155K 0.01% 1033
2021
Q2 		$822K Buy
+19,492
New +$815K 0.01% 1037

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

Kestra Advisory Services's LEGR Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 9.9% in Q1 2026, buying an estimated $29.8K and bringing the position to 5,496 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Kestra Advisory Services first reported a position in LEGR in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2021. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Kestra Advisory Services held 5,496 shares of First Trust Indxx Innovative Transaction & Process ETF worth $317K as of Q1 2026.
  • Kestra Advisory Services bought 494 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $29.8K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2574 holding.
  • Kestra Advisory Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and has held it in 19 quarters since.
  • Kestra Advisory Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.04M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.