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
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

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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 $10.1B AUM 14.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rockefeller Capital Management's LEGR Position: Q1 2026 in Review

Rockefeller Capital Management increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.39% in Q1 2026, buying an estimated $60 and bringing the position to 258 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

Rockefeller Capital Management first reported a position in LEGR in Q1 2020 and has held it in 13 quarters since. The position peaked at $214K in Q3 2021. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Rockefeller Capital Management held 258 shares of First Trust Indxx Innovative Transaction & Process ETF worth $14.9K as of Q1 2026.
  • Rockefeller Capital Management bought 1 First Trust Indxx Innovative Transaction & Process ETF share in Q1 2026, an estimated $60.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3831 holding.
  • Rockefeller Capital Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $214K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.