Stifel Financial’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Stifel 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 Q1	$233K	Buy	4,028 +174	+5%	+$10.5K	﹤0.01%	3335
2025 Q4	$229K	Buy	3,854 +28	+0.7%	+$1.62K	﹤0.01%	3312
2025 Q3	$215K	Sell	3,826 -58	-1%	-$3.17K	﹤0.01%	3299
2025 Q2	$209K	Buy	+3,884	New	+$195K	﹤0.01%	3244
2024 Q4	–	Sell	-4,271	Closed	-$201K	–	3445
2024 Q3	$201K	Buy	+4,271	New	+$190K	﹤0.01%	3144
2020 Q2	–	Sell	-9,032	Closed	-$210K	–	2904
2020 Q1	$210K	Buy	9,032 +11	+0.1%	+$331	﹤0.01%	2408
2019 Q4	$285K	Sell	9,021 -1,832	-17%	-$55.9K	﹤0.01%	2558
2019 Q3	$315K	Sell	10,853 -943	-8%	-$28.1K	﹤0.01%	2421
2019 Q2	$365K	Buy	11,796 +215	+2%	+$6.38K	﹤0.01%	2381
2019 Q1	$336K	Buy	11,581 +255	+2%	+$7.15K	﹤0.01%	2296
2018 Q4	$300K	Sell	11,326 -507	-4%	-$13.9K	﹤0.01%	2228
2018 Q3	$365K	Buy	11,833 +4,220	+55%	+$126K	﹤0.01%	2246
2018 Q2	$219K	Buy	+7,613	New	+$224K	﹤0.01%	2501

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

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

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stifel Financial's LEGR Position: Q1 2026 in Review

Stifel Financial increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 4.5% in Q1 2026, buying an estimated $10.5K and bringing the position to 4,028 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Stifel Financial first reported a position in LEGR in Q2 2018 and has held it in 13 quarters since. The position peaked at $365K in Q2 2019. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Stifel Financial held 4,028 shares of First Trust Indxx Innovative Transaction & Process ETF worth $233K as of Q1 2026.
Stifel Financial bought 174 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $10.5K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3335 holding.
Stifel Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2018 and has held it in 13 quarters since.
Stifel Financial's First Trust Indxx Innovative Transaction & Process ETF position peaked at $365K in Q2 2019.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.