Morgan Stanley
LEGR icon

Morgan Stanley’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Morgan Stanley’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 		$121K Buy
1,878
+81
+5% +$5.16K ﹤0.01% 6177
2026
Q1 		$104K Buy
1,797
+2
+0.1% +$121 ﹤0.01% 6145
2025
Q4 		$107K Buy
1,795
+5
+0.3% +$289 ﹤0.01% 6165
2025
Q3 		$101K Sell
1,790
-897
-33% -$49K ﹤0.01% 6146
2025
Q2 		$145K Buy
2,687
+18
+0.7% +$902 ﹤0.01% 5981
2025
Q1 		$130K Buy
2,669
+431
+19% +$21K ﹤0.01% 5897
2024
Q4 		$104K Buy
2,238
+29
+1% +$1.36K ﹤0.01% 6046
2024
Q3 		$104K Buy
2,209
+922
+72% +$41K ﹤0.01% 5993
2024
Q2 		$55.9K Sell
1,287
-307
-19% -$13.2K ﹤0.01% 6135
2024
Q1 		$68.5K Buy
1,594
+226
+17% +$9.35K ﹤0.01% 6118
2023
Q4 		$56K Buy
1,368
+1,051
+332% +$39.9K ﹤0.01% 6121
2023
Q3 		$11.7K Sell
317
-160
-34% -$6.13K ﹤0.01% 6674
2023
Q2 		$18.3K Hold
477
– – ﹤0.01% 6600
2023
Q1 		$17.8K Sell
477
-385
-45% -$14.2K ﹤0.01% 6672
2022
Q4 		$29.5K Buy
862
+383
+80% +$12.8K ﹤0.01% 6524
2022
Q3 		$15K Sell
479
-228
-32% -$7.75K ﹤0.01% 6923
2022
Q2 		$24K Buy
707
+17
+2% +$625 ﹤0.01% 6914
2022
Q1 		$28K Buy
690
+50
+8% +$2.09K ﹤0.01% 6996
2021
Q4 		$28K Hold
640
– – ﹤0.01% 7072
2021
Q3 		$27K Buy
+640
New +$27.4K ﹤0.01% 6980
2019
Q2 		– Sell
-30
Closed -$1K – 6696
2019
Q1 		$1K Sell
30
-100
-77% -$2.8K ﹤0.01% 6521
2018
Q4 		$3K Buy
130
+30
+30% +$822 ﹤0.01% 6372
2018
Q3 		$3K Hold
100
– – ﹤0.01% 6510
2018
Q2 		$3K Hold
100
– – ﹤0.01% 6509
2018
Q1 		$3K Buy
+100
New +$2.94K ﹤0.01% 6458

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
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

Morgan Stanley's LEGR Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 4.5% in Q2 2026, buying an estimated $5.16K and bringing the position to 1,878 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #6177.

Morgan Stanley first reported a position in LEGR in Q1 2018 and has held it in 25 quarters since. The position peaked at $145K in Q2 2025. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Morgan Stanley held 1,878 shares of First Trust Indxx Innovative Transaction & Process ETF worth $121K as of Q2 2026.
  • Morgan Stanley bought 81 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $5.16K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6177 holding.
  • Morgan Stanley first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 25 quarters since.
  • Morgan Stanley's First Trust Indxx Innovative Transaction & Process ETF position peaked at $145K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.