Raymond James Financial
LEGR icon

Raymond James Financial’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Raymond James Financial’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
Q3 		$3.95M Sell
60,679
-408
-0.7% -$26.8K ﹤0.01% 2953
2026
Q2 		$3.92M Sell
61,087
-1,685
-3% -$107K ﹤0.01% 2945
2026
Q1 		$3.63M Buy
62,772
+6,771
+12% +$408K ﹤0.01% 2860
2025
Q4 		$3.33M Buy
56,001
+2,663
+5% +$154K ﹤0.01% 2843
2025
Q3 		$3M Buy
53,338
+839
+2% +$45.8K ﹤0.01% 2859
2025
Q2 		$2.82M Buy
52,499
+34,384
+190% +$1.72M ﹤0.01% 2803
2025
Q1 		$883K Buy
18,115
+242
+1% +$11.8K ﹤0.01% 3582
2024
Q4 		$829K Buy
+17,873
New +$841K ﹤0.01% 3574

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
WealthCare Investment Partners
WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return
Flagstar Advisors
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Raymond James Financial's LEGR Position: Q3 2026 in Review

Raymond James Financial reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.67% in Q3 2026, selling an estimated $26.8K and leaving 60,679 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Raymond James Financial first reported a position in LEGR in Q4 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold LEGR as of Q3 2026.

  • Raymond James Financial held 60,679 shares of First Trust Indxx Innovative Transaction & Process ETF worth $3.95M as of Q3 2026.
  • Raymond James Financial sold 408 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2026, an estimated $26.8K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2953 holding.
  • Raymond James Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2024 and has held it in 8 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.