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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
Q2 		$1.03M Sell
16,015
-63
-0.4% -$4.01K 0.01% 735
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 $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

Oppenheimer Asset Management's LEGR Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.39% in Q2 2026, selling an estimated $4.01K and leaving 16,015 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #735.

Oppenheimer Asset Management first reported a position in LEGR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.14M in Q4 2025. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Oppenheimer Asset Management held 16,015 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.03M as of Q2 2026.
  • Oppenheimer Asset Management sold 63 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $4.01K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #735 holding.
  • Oppenheimer Asset Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and has held it in 22 quarters since.
  • Oppenheimer Asset Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.14M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.