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

Kestra Private Wealth 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	$229K	Buy	+3,570	New	+$227K	﹤0.01%	1619
2023 Q2	–	Sell	-6,220	Closed	-$232K	–	1115
2023 Q1	$232K	Hold	6,220	–	–	0.01%	867
2022 Q4	$213K	Sell	6,220 -679	-10%	-$22.6K	0.01%	784
2022 Q3	$209K	Buy	6,899 +1	+0%	+$34	0.01%	775
2022 Q2	$234K	Sell	6,898 -716	-9%	-$26.3K	0.01%	740
2022 Q1	$307K	Sell	7,614 -503	-6%	-$21K	0.02%	743
2021 Q4	$353K	Buy	8,117 +617	+8%	+$26.8K	0.02%	710
2021 Q3	$316K	Buy	7,500 +425	+6%	+$18.2K	0.02%	684
2021 Q2	$298K	Buy	+7,075	New	+$296K	0.02%	681

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 Private Wealth Services's LEGR Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026: 3,570 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in LEGR as recently as Q1 2023.

Kestra Private Wealth Services first reported a position in LEGR in Q2 2021 and has held it in 9 quarters since. The position peaked at $353K in Q4 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Kestra Private Wealth Services held 3,570 shares of First Trust Indxx Innovative Transaction & Process ETF worth $229K as of Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Kestra Private Wealth Services position in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1619 holding.
Kestra Private Wealth Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and has held it in 9 quarters since.
Kestra Private Wealth Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $353K 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 Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.