OneDigital Investment Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

OneDigital Investment 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
2025 Q4	–	Sell	-4,499	Closed	-$253K	–	1560
2025 Q3	$253K	Hold	4,499	–	–	﹤0.01%	1290
2025 Q2	$242K	Sell	4,499 -23	-0.5%	-$1.15K	﹤0.01%	1291
2025 Q1	$221K	Buy	+4,522	New	+$220K	﹤0.01%	1283

Other funds holding LEGR

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.48B AUM 36.19% 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 $8.39B AUM 37.75% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

OneDigital Investment Advisors's LEGR Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2025, closing a stake of 4,499 shares — an estimated $253K sold.

OneDigital Investment Advisors first reported a position in LEGR in Q1 2025 and held it in 3 quarters. The position peaked at $253K in Q3 2025. 58 funds tracked by Wall St. Rank hold LEGR as of Q4 2025.

OneDigital Investment Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 4,499 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2025, an estimated $253K.
OneDigital Investment Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2025 and held it in 3 quarters.
OneDigital Investment Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $253K in Q3 2025.
58 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.