Twin Peaks Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Twin Peaks Wealth Advisors’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	$59.6K	Buy	+1,031	New	+$62.2K	0.02%	395
2025 Q3	–	Sell	-1,031	Closed	-$56.2K	–	1249
2025 Q2	$56.2K	Buy	+1,031	New	+$51.7K	0.02%	326

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

Twin Peaks Wealth Advisors's LEGR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 1,031 shares worth $59.6K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LEGR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LEGR in Q2 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Twin Peaks Wealth Advisors held 1,031 shares of First Trust Indxx Innovative Transaction & Process ETF worth $59.6K as of Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #395 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2025 and has held it in 2 quarters since.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.