Old Mission Capital’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Old Mission Capital’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
2025 Q4	–	Sell	-5,927	Closed	-$333K	–	1185
2025 Q3	$333K	Sell	5,927 -21,104	-78%	-$1.15M	0.01%	846
2025 Q2	$1.45M	Buy	+27,031	New	+$1.35M	0.02%	327
2023 Q2	–	Sell	-20,378	Closed	-$761K	–	1457
2023 Q1	$761K	Buy	+20,378	New	+$751K	0.02%	588
2022 Q4	–	Sell	-62,376	Closed	-$1.89M	–	1615
2022 Q3	$1.89M	Buy	+62,376	New	+$2.12M	0.06%	246

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

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Old Mission Capital's LEGR Position: Q4 2025 in Review

Old Mission Capital sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2025, closing a stake of 5,927 shares — an estimated $333K sold.

Old Mission Capital first reported a position in LEGR in Q3 2022 and held it in 4 quarters. The position peaked at $1.89M in Q3 2022. 58 funds tracked by Wall St. Rank hold LEGR as of Q4 2025.

Old Mission Capital reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 5,927 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2025, an estimated $333K.
Old Mission Capital first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2022 and held it in 4 quarters.
Old Mission Capital's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.89M in Q3 2022.
58 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.