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Kingswood Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Kingswood Wealth Advisors’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 		$5.95M Buy
92,542
+31,066
+51% +$1.98M 0.24% 100
2026
Q1 		$3.55M Buy
61,476
+542
+0.9% +$32.7K 0.17% 144
2025
Q4 		$3.63M Buy
60,934
+1,520
+3% +$88K 0.18% 132
2025
Q3 		$3.34M Buy
+59,414
New +$3.24M 0.2% 120

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Kingswood Wealth Advisors's LEGR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 51% in Q2 2026, buying an estimated $1.98M and bringing the position to 92,542 shares worth $5.95M. The position accounts for 0.24% of the portfolio, ranked #100.

Kingswood Wealth Advisors first reported a position in LEGR in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Kingswood Wealth Advisors held 92,542 shares of First Trust Indxx Innovative Transaction & Process ETF worth $5.95M as of Q2 2026.
  • Kingswood Wealth Advisors bought 31,066 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $1.98M.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.24% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Kingswood Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.