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Steward Partners Investment Advisory’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Steward Partners Investment Advisory’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 		$1.91M Buy
33,054
+16,455
+99% +$992K 0.01% 873
2025
Q4 		$988K Buy
16,599
+10,661
+180% +$617K 0.01% 1077
2025
Q3 		$334K Buy
5,938
+5,883
+10,696% +$321K ﹤0.01% 1597
2025
Q2 		$2.96K Hold
55
– – ﹤0.01% 3645
2025
Q1 		$2.68K Sell
55
-50
-48% -$2.44K ﹤0.01% 3574
2024
Q4 		$4.87K Hold
105
– – ﹤0.01% 3372
2024
Q3 		$4.94K Sell
105
-54
-34% -$2.4K ﹤0.01% 3193
2024
Q2 		$6.91K Hold
159
– – ﹤0.01% 2940
2024
Q1 		$6.83K Hold
159
– – ﹤0.01% 2948
2023
Q4 		$6.5K Sell
159
-10
-6% -$379 ﹤0.01% 2866
2023
Q3 		$6.24K Sell
169
-18,730
-99% -$718K ﹤0.01% 2753
2023
Q2 		$726K Sell
18,899
-189
-1% -$7.1K 0.01% 802
2023
Q1 		$713K Sell
19,088
-5,887
-24% -$217K 0.01% 788
2022
Q4 		$855K Sell
24,975
-826
-3% -$27.5K 0.01% 721
2022
Q3 		$782K Buy
25,801
+3,948
+18% +$134K 0.01% 704
2022
Q2 		$740K Buy
21,853
+2,861
+15% +$105K 0.01% 737
2022
Q1 		$765K Buy
18,992
+1,942
+11% +$81.2K 0.01% 775
2021
Q4 		$740K Buy
17,050
+461
+3% +$20K 0.01% 801
2021
Q3 		$700K Buy
16,589
+16,089
+3,218% +$688K 0.01% 794
2021
Q2 		$21K Sell
500
-500
-50% -$20.9K ﹤0.01% 5021
2021
Q1 		$40.2K Buy
+1,000
New +$39.7K ﹤0.01% 2096

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $2.48B AUM 36.19% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's LEGR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 99% in Q1 2026, buying an estimated $992K and bringing the position to 33,054 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #873.

Steward Partners Investment Advisory first reported a position in LEGR in Q1 2021 and has held it in 21 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Steward Partners Investment Advisory held 33,054 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.91M as of Q1 2026.
  • Steward Partners Investment Advisory bought 16,455 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $992K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #873 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and has held it in 21 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.