LPL Financial
LEGR icon

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

LPL Financial’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 		$8.58M Sell
148,504
-67,020
-31% -$4.04M ﹤0.01% 2124
2025
Q4 		$12.8M Buy
215,524
+9,859
+5% +$571K ﹤0.01% 1724
2025
Q3 		$11.6M Buy
205,665
+96,108
+88% +$5.25M ﹤0.01% 1737
2025
Q2 		$5.9M Buy
109,557
+4,634
+4% +$232K ﹤0.01% 2183
2025
Q1 		$5.12M Buy
104,923
+1,295
+1% +$63.1K ﹤0.01% 2131
2024
Q4 		$4.81M Sell
103,628
-106
-0.1% -$4.99K ﹤0.01% 2111
2024
Q3 		$4.88M Sell
103,734
-5,981
-5% -$266K ﹤0.01% 2015
2024
Q2 		$4.76M Buy
109,715
+679
+0.6% +$29.3K ﹤0.01% 1892
2024
Q1 		$4.68M Buy
109,036
+2,867
+3% +$119K ﹤0.01% 1839
2023
Q4 		$4.34M Buy
106,169
+13,091
+14% +$496K ﹤0.01% 1782
2023
Q3 		$3.43M Buy
93,078
+7,607
+9% +$291K ﹤0.01% 1847
2023
Q2 		$3.29M Sell
85,471
-13,288
-13% -$499K ﹤0.01% 1848
2023
Q1 		$3.69M Sell
98,759
-246
-0.2% -$9.06K ﹤0.01% 1699
2022
Q4 		$3.39M Sell
99,005
-32,326
-25% -$1.08M ﹤0.01% 1691
2022
Q3 		$3.98M Sell
131,331
-19,188
-13% -$652K ﹤0.01% 1532
2022
Q2 		$5.1M Buy
150,519
+434
+0.3% +$16K ﹤0.01% 1384
2022
Q1 		$6.05M Sell
150,085
-7,081
-5% -$296K 0.01% 1320
2021
Q4 		$6.83M Buy
157,166
+6,998
+5% +$304K 0.01% 1250
2021
Q3 		$6.33M Buy
150,168
+20,430
+16% +$873K 0.01% 1230
2021
Q2 		$5.47M Buy
129,738
+39,087
+43% +$1.63M 0.01% 1283
2021
Q1 		$3.65M Buy
90,651
+36,970
+69% +$1.47M ﹤0.01% 1436
2020
Q4 		$2.01M Buy
53,681
+6,829
+15% +$235K ﹤0.01% 1670
2020
Q3 		$1.47M Buy
46,852
+6,097
+15% +$192K ﹤0.01% 1645
2020
Q2 		$1.2M Sell
40,755
-8,940
-18% -$247K ﹤0.01% 1693
2020
Q1 		$1.24M Buy
49,695
+5,260
+12% +$158K ﹤0.01% 1476
2019
Q4 		$1.42M Buy
44,435
+10,146
+30% +$310K ﹤0.01% 1604
2019
Q3 		$1.01M Sell
34,289
-5,266
-13% -$157K ﹤0.01% 1736
2019
Q2 		$1.19M Buy
39,555
+1,429
+4% +$42.4K ﹤0.01% 1614
2019
Q1 		$1.11M Sell
38,126
-4,307
-10% -$121K ﹤0.01% 1590
2018
Q4 		$1.08M Sell
42,433
-3,358
-7% -$92K ﹤0.01% 1474
2018
Q3 		$1.39M Buy
45,791
+1,664
+4% +$49.6K ﹤0.01% 1424
2018
Q2 		$1.27M Buy
44,127
+11,358
+35% +$334K ﹤0.01% 1466
2018
Q1 		$952K Buy
+32,769
New +$963K ﹤0.01% 1642

Other funds holding LEGR

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's LEGR Position: Q1 2026 in Review

LPL Financial reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 31% in Q1 2026, selling an estimated $4.04M and leaving 148,504 shares worth $8.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

LPL Financial first reported a position in LEGR in Q1 2018 and has held it in 33 quarters since. The position peaked at $12.8M in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • LPL Financial held 148,504 shares of First Trust Indxx Innovative Transaction & Process ETF worth $8.58M as of Q1 2026.
  • LPL Financial sold 67,020 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $4.04M.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2124 holding.
  • LPL Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 33 quarters since.
  • LPL Financial's First Trust Indxx Innovative Transaction & Process ETF position peaked at $12.8M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.