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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Raymond James Financial's LEGR Position: Q2 2026 in Review

Raymond James Financial reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 2.7% in Q2 2026, selling an estimated $107K and leaving 61,087 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Raymond James Financial first reported a position in LEGR in Q4 2024 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Raymond James Financial held 61,087 shares of First Trust Indxx Innovative Transaction & Process ETF worth $3.92M as of Q2 2026.
Raymond James Financial sold 1,685 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $107K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2945 holding.
Raymond James Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2024 and has held it in 7 quarters since.
62 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.