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

O'Shaughnessy 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 		$27.7K Buy
+480
New +$28.9K ﹤0.01% 2314

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

O'Shaughnessy Asset Management's LEGR Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 480 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings.

64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • O'Shaughnessy Asset Management held 480 shares of First Trust Indxx Innovative Transaction & Process ETF worth $27.7K as of Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF was a new O'Shaughnessy Asset Management position in Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2314 holding.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.