PSI Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-203	Closed	-$9.9K	–	419
2025 Q1	$9.9K	Hold	203	–	–	﹤0.01%	451
2024 Q4	$9.42K	Hold	203	–	–	﹤0.01%	535
2024 Q3	$9.55K	Hold	203	–	–	﹤0.01%	544
2024 Q2	$8.82K	Hold	203	–	–	﹤0.01%	535
2024 Q1	$8.72K	Hold	203	–	–	﹤0.01%	506
2023 Q4	$8.3K	Hold	203	–	–	﹤0.01%	541
2023 Q3	$7.49K	Hold	203	–	–	﹤0.01%	536
2023 Q2	$7.8K	Hold	203	–	–	﹤0.01%	526
2023 Q1	$7.58K	Hold	203	–	–	﹤0.01%	478
2022 Q4	$6.95K	Hold	203	–	–	﹤0.01%	476
2022 Q3	$6K	Hold	203	–	–	﹤0.01%	502
2022 Q2	$7K	Hold	203	–	–	﹤0.01%	529
2022 Q1	$8K	Hold	203	–	–	﹤0.01%	504
2021 Q4	$9K	Hold	203	–	–	﹤0.01%	518
2021 Q3	$9K	Buy	+203	New	+$8.68K	﹤0.01%	508

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

PSI Advisors's LEGR Position: Q2 2025 in Review

PSI Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2025, closing a stake of 203 shares — an estimated $9.9K sold.

PSI Advisors first reported a position in LEGR in Q3 2021 and held it in 15 quarters. The position peaked at $9.9K in Q1 2025. 55 funds tracked by Wall St. Rank hold LEGR as of Q2 2025.

PSI Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 203 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2025, an estimated $9.9K.
PSI Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2021 and held it in 15 quarters.
PSI Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $9.9K in Q1 2025.
55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.