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Strengthening Families & Communities LLC’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Strengthening Families & Communities LLC’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 		$15.4K Sell
266
-25
-9% -$1.51K ﹤0.01% 305
2025
Q4 		$17.3K Buy
+291
New +$16.8K 0.01% 199

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 $2.11B 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

Strengthening Families & Communities LLC's LEGR Position: Q1 2026 in Review

Strengthening Families & Communities LLC reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 8.6% in Q1 2026, selling an estimated $1.51K and leaving 266 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Strengthening Families & Communities LLC first reported a position in LEGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.3K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Strengthening Families & Communities LLC held 266 shares of First Trust Indxx Innovative Transaction & Process ETF worth $15.4K as of Q1 2026.
  • Strengthening Families & Communities LLC sold 25 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2026, an estimated $1.51K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #305 holding.
  • Strengthening Families & Communities LLC first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2025 and has held it in 2 quarters since.
  • Strengthening Families & Communities LLC's First Trust Indxx Innovative Transaction & Process ETF position peaked at $17.3K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.