PFS Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

PFS Partners’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	$14K	Buy	+242	New	+$14.6K	0.01%	316

Other funds holding LEGR

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PFS Partners's LEGR Position: Q1 2026 in Review

PFS Partners opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 242 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

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

PFS Partners held 242 shares of First Trust Indxx Innovative Transaction & Process ETF worth $14K as of Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new PFS Partners position in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of PFS Partners's portfolio in Q1 2026, its #316 holding.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.