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 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 San Diego, California $445B AUM 25.58% 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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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 $11B AUM 18.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's LEGR Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 12% in Q1 2026, buying an estimated $408K and bringing the position to 62,772 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Raymond James Financial first reported a position in LEGR in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Raymond James Financial held 62,772 shares of First Trust Indxx Innovative Transaction & Process ETF worth $3.63M as of Q1 2026.
Raymond James Financial bought 6,771 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $408K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2860 holding.
Raymond James Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2024 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.