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 Q2	$378K	Buy	5,885 +389	+7%	+$24.8K	﹤0.01%	2561
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 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

Kestra Advisory Services's LEGR Position: Q2 2026 in Review

Kestra Advisory Services increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 7.1% in Q2 2026, buying an estimated $24.8K and bringing the position to 5,885 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Kestra Advisory Services first reported a position in LEGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Kestra Advisory Services held 5,885 shares of First Trust Indxx Innovative Transaction & Process ETF worth $378K as of Q2 2026.
Kestra Advisory Services bought 389 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $24.8K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2561 holding.
Kestra Advisory Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and has held it in 20 quarters since.
Kestra Advisory Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.04M in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.