Spire Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Spire Wealth 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
2025 Q4	–	Sell	-23	Closed	-$1.29K	–	2414
2025 Q3	$1.29K	Buy	+23	New	+$1.25K	﹤0.01%	2227
2022 Q3	–	Sell	-194	Closed	-$7K	–	2421
2022 Q2	$7K	Sell	194 -843	-81%	-$31K	﹤0.01%	2032
2022 Q1	$42K	Sell	1,037 -13	-1%	-$543	﹤0.01%	1512
2021 Q4	$46K	Buy	1,050 +8	+0.8%	+$348	﹤0.01%	1779
2021 Q3	$44K	Sell	1,042 -504	-33%	-$21.5K	﹤0.01%	1526
2021 Q2	$65K	Sell	1,546 -1,837	-54%	-$76.8K	﹤0.01%	1377
2021 Q1	$136K	Buy	+3,383	New	+$134K	﹤0.01%	1246

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Spire Wealth Management's LEGR Position: Q4 2025 in Review

Spire Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2025, closing a stake of 23 shares — an estimated $1.29K sold.

Spire Wealth Management first reported a position in LEGR in Q1 2021 and held it in 7 quarters. The position peaked at $136K in Q1 2021. 58 funds tracked by Wall St. Rank hold LEGR as of Q4 2025.

Spire Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 23 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2025, an estimated $1.29K.
Spire Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $136K in Q1 2021.
58 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.