Rockefeller Capital Management
LEGR icon

Rockefeller Capital Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Rockefeller Capital Management’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 		$16.8K Buy
260
+2
+0.8% +$127 ﹤0.01% 3800
2026
Q1 		$14.9K Buy
258
+1
+0.4% +$60 ﹤0.01% 3831
2025
Q4 		$15.3K Buy
257
+1
+0.4% +$58 ﹤0.01% 3627
2025
Q3 		$14.4K Buy
+256
New +$14K ﹤0.01% 3499
2022
Q3 		– Sell
-258
Closed -$8K – 4162
2022
Q2 		$8K Sell
258
-1,772
-87% -$65.2K ﹤0.01% 3236
2022
Q1 		$81K Buy
2,030
+3
+0.1% +$125 ﹤0.01% 2081
2021
Q4 		$88K Sell
2,027
-3,056
-60% -$133K ﹤0.01% 1989
2021
Q3 		$214K Buy
5,083
+19
+0.4% +$812 ﹤0.01% 1562
2021
Q2 		$213K Buy
5,064
+2,028
+67% +$84.8K ﹤0.01% 1490
2021
Q1 		$122K Buy
3,036
+2
+0.1% +$79 ﹤0.01% 1521
2020
Q4 		$113K Buy
3,034
+8
+0.3% +$276 ﹤0.01% 1392
2020
Q3 		$94K Buy
3,026
+8
+0.3% +$252 ﹤0.01% 1282
2020
Q2 		$89K Buy
3,018
+15
+0.5% +$414 ﹤0.01% 1203
2020
Q1 		$75K Buy
+3,003
New +$90.5K ﹤0.01% 1107

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

Rockefeller Capital Management's LEGR Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.78% in Q2 2026, buying an estimated $127 and bringing the position to 260 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

Rockefeller Capital Management first reported a position in LEGR in Q1 2020 and has held it in 14 quarters since. The position peaked at $214K in Q3 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Rockefeller Capital Management held 260 shares of First Trust Indxx Innovative Transaction & Process ETF worth $16.8K as of Q2 2026.
  • Rockefeller Capital Management bought 2 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $127.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3800 holding.
  • Rockefeller Capital Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2020 and has held it in 14 quarters since.
  • Rockefeller Capital Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $214K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.