Osaic Holdings’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Osaic Holdings’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	$1.23M	Buy	19,115 +586	+3%	+$37.3K	﹤0.01%	2789
2026 Q1	$1.07M	Sell	18,529 -4,285	-19%	-$258K	﹤0.01%	2651
2025 Q4	$1.36M	Buy	22,814 +609	+3%	+$35.3K	﹤0.01%	2418
2025 Q3	$1.21M	Sell	22,205 -2,485	-10%	-$136K	﹤0.01%	2622
2025 Q2	$1.33M	Sell	24,690 -1,326	-5%	-$66.4K	﹤0.01%	2259
2025 Q1	$1.27M	Buy	26,016 +201	+0.8%	+$9.79K	﹤0.01%	2034
2024 Q4	$1.2M	Sell	25,815 -1,302	-5%	-$61.3K	﹤0.01%	2046
2024 Q3	$1.28M	Buy	27,117 +811	+3%	+$36.1K	﹤0.01%	2055
2024 Q2	$1.14M	Sell	26,306 -1,565	-6%	-$67.4K	﹤0.01%	2085
2024 Q1	$1.2M	Sell	27,871 -1,149	-4%	-$47.5K	﹤0.01%	2174
2023 Q4	$1.19M	Buy	29,020 +6,346	+28%	+$241K	﹤0.01%	2347
2023 Q3	$837K	Sell	22,674 -3,062	-12%	-$117K	﹤0.01%	2800
2023 Q2	$989K	Sell	25,736 -1,287	-5%	-$48.3K	﹤0.01%	2529
2023 Q1	$1.01M	Sell	27,023 -2,155	-7%	-$79.4K	﹤0.01%	2459
2022 Q4	$999K	Sell	29,178 -3,699	-11%	-$123K	﹤0.01%	2364
2022 Q3	$996K	Sell	32,877 -1,731	-5%	-$58.8K	﹤0.01%	2227
2022 Q2	$1.17M	Buy	34,608 +2,441	+8%	+$89.8K	﹤0.01%	2123
2022 Q1	$1.3M	Sell	32,167 -19,396	-38%	-$811K	﹤0.01%	2331
2021 Q4	$2.24M	Buy	51,563 +1,695	+3%	+$73.7K	﹤0.01%	1687
2021 Q3	$2.1M	Buy	49,868 +10,316	+26%	+$441K	﹤0.01%	1657
2021 Q2	$1.67M	Buy	39,552 +5,970	+18%	+$250K	﹤0.01%	1887
2021 Q1	$1.35M	Buy	33,582 +8,470	+34%	+$336K	﹤0.01%	1957
2020 Q4	$943K	Sell	25,112 -4,639	-16%	-$160K	﹤0.01%	2094
2020 Q3	$932K	Sell	29,751 -3,213	-10%	-$101K	﹤0.01%	1894
2020 Q2	$968K	Buy	32,964 +2,197	+7%	+$60.7K	﹤0.01%	1775
2020 Q1	$766K	Buy	+30,767	New	+$927K	﹤0.01%	1735

Other funds holding LEGR

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Osaic Holdings's LEGR Position: Q2 2026 in Review

Osaic Holdings increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 3.2% in Q2 2026, buying an estimated $37.3K and bringing the position to 19,115 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Osaic Holdings first reported a position in LEGR in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.24M in Q4 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Osaic Holdings held 19,115 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.23M as of Q2 2026.
Osaic Holdings bought 586 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $37.3K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2789 holding.
Osaic Holdings first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's First Trust Indxx Innovative Transaction & Process ETF position peaked at $2.24M in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.