NBC Securities’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

NBC Securities’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	$27.4K	Hold	475	–	–	﹤0.01%	1576
2025 Q4	$28.3K	Hold	475	–	–	﹤0.01%	1611
2025 Q3	$26.7K	Hold	475	–	–	﹤0.01%	1595
2025 Q2	$25K	Hold	475	–	–	﹤0.01%	1611
2025 Q1	$23K	Buy	+475	New	+$23.1K	﹤0.01%	1438
2024 Q4	–	Sell	-475	Closed	-$22K	–	1723
2024 Q3	$22K	Sell	475 -115	-19%	-$5.11K	﹤0.01%	1468
2024 Q2	$25K	Hold	590	–	–	﹤0.01%	1369
2024 Q1	$25K	Sell	590 -260	-31%	-$10.8K	﹤0.01%	1376
2023 Q4	$34K	Sell	850 -120	-12%	-$4.55K	﹤0.01%	1249
2023 Q3	$35K	Buy	+970	New	+$37.2K	﹤0.01%	1240

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NBC Securities's LEGR Position: Q1 2026 in Review

NBC Securities held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 475 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

NBC Securities first reported a position in LEGR in Q3 2023 and has held it in 10 quarters since. The position peaked at $35K in Q3 2023. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

NBC Securities held 475 shares of First Trust Indxx Innovative Transaction & Process ETF worth $27.4K as of Q1 2026.
NBC Securities left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #1576 holding.
NBC Securities first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2023 and has held it in 10 quarters since.
NBC Securities's First Trust Indxx Innovative Transaction & Process ETF position peaked at $35K in Q3 2023.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.