PP
LEGR icon

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
Q2 		$15.5K Hold
242
– – 0.01% 331
2026
Q1 		$14K Buy
+242
New +$14.6K 0.01% 316

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

PFS Partners's LEGR Position: Q2 2026 in Review

PFS Partners held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q2 2026 at 242 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #331.

PFS Partners first reported a position in LEGR in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • PFS Partners held 242 shares of First Trust Indxx Innovative Transaction & Process ETF worth $15.5K as of Q2 2026.
  • PFS Partners left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q2 2026.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of PFS Partners's portfolio in Q2 2026, its #331 holding.
  • PFS Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.