Stifel Financial
LEGR icon

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
Q2 		$409K Buy
6,367
+2,339
+58% +$149K ﹤0.01% 3103
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
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

Stifel Financial's LEGR Position: Q2 2026 in Review

Stifel Financial increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 58% in Q2 2026, buying an estimated $149K and bringing the position to 6,367 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Stifel Financial first reported a position in LEGR in Q2 2018 and has held it in 14 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Stifel Financial held 6,367 shares of First Trust Indxx Innovative Transaction & Process ETF worth $409K as of Q2 2026.
  • Stifel Financial bought 2,339 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $149K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3103 holding.
  • Stifel Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2018 and has held it in 14 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.