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 Q2	$18.3K	Sell	285 -195	-41%	-$12.4K	﹤0.01%	2384
2026 Q1	$27.7K	Buy	+480	New	+$28.9K	﹤0.01%	2314

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

O'Shaughnessy Asset Management's LEGR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 41% in Q2 2026, selling an estimated $12.4K and leaving 285 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

O'Shaughnessy Asset Management first reported a position in LEGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $27.7K in Q1 2026. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

O'Shaughnessy Asset Management held 285 shares of First Trust Indxx Innovative Transaction & Process ETF worth $18.3K as of Q2 2026.
O'Shaughnessy Asset Management sold 195 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $12.4K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2384 holding.
O'Shaughnessy Asset Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2026 and has held it in 2 quarters since.
O'Shaughnessy Asset Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $27.7K in Q1 2026.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

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