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Oppenheimer Asset Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Oppenheimer Asset Management’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 		$929K Sell
16,078
-3,162
-16% -$191K 0.01% 739
2025
Q4 		$1.14M Sell
19,240
-959
-5% -$55.5K 0.01% 646
2025
Q3 		$1.14M Sell
20,199
-240
-1% -$13.1K 0.01% 716
2025
Q2 		$1.1M Sell
20,439
-463
-2% -$23.2K 0.01% 727
2025
Q1 		$1.02M Buy
20,902
+1,083
+5% +$52.8K 0.01% 713
2024
Q4 		$920K Sell
19,819
-115
-0.6% -$5.41K 0.01% 740
2024
Q3 		$938K Sell
19,934
-1,881
-9% -$83.7K 0.01% 733
2024
Q2 		$947K Buy
21,815
+2,054
+10% +$88.5K 0.01% 720
2024
Q1 		$849K Sell
19,761
-427
-2% -$17.7K 0.01% 722
2023
Q4 		$826K Buy
20,188
+404
+2% +$15.3K 0.01% 759
2023
Q3 		$730K Buy
19,784
+466
+2% +$17.9K 0.01% 762
2023
Q2 		$743K Sell
19,318
-188
-1% -$7.06K 0.01% 765
2023
Q1 		$728K Sell
19,506
-1,004
-5% -$37K 0.01% 758
2022
Q4 		$702K Sell
20,510
-565
-3% -$18.8K 0.01% 763
2022
Q3 		$638K Buy
21,075
+79
+0.4% +$2.69K 0.01% 777
2022
Q2 		$711K Buy
20,996
+664
+3% +$24.4K 0.01% 776
2022
Q1 		$819K Buy
20,332
+989
+5% +$41.3K 0.01% 800
2021
Q4 		$840K Buy
19,343
+1,411
+8% +$61.4K 0.01% 828
2021
Q3 		$757K Buy
17,932
+2,874
+19% +$123K 0.01% 822
2021
Q2 		$635K Buy
15,058
+3,208
+27% +$134K 0.01% 882
2021
Q1 		$477K Buy
+11,850
New +$470K 0.01% 925

Other funds holding LEGR

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

Oppenheimer Asset Management's LEGR Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 16% in Q1 2026, selling an estimated $191K and leaving 16,078 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #739.

Oppenheimer Asset Management first reported a position in LEGR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.14M in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Oppenheimer Asset Management held 16,078 shares of First Trust Indxx Innovative Transaction & Process ETF worth $929K as of Q1 2026.
  • Oppenheimer Asset Management sold 3,162 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $191K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #739 holding.
  • Oppenheimer Asset Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and has held it in 21 quarters since.
  • Oppenheimer Asset Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.14M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.