Vertex Planning Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Vertex Planning Partners’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	$202K	Hold	3,500	–	–	0.04%	135
2025 Q4	$208K	Buy	+3,500	New	+$203K	0.05%	126

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

Vertex Planning Partners's LEGR Position: Q1 2026 in Review

Vertex Planning Partners held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 3,500 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #135.

Vertex Planning Partners first reported a position in LEGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $208K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Vertex Planning Partners held 3,500 shares of First Trust Indxx Innovative Transaction & Process ETF worth $202K as of Q1 2026.
Vertex Planning Partners left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #135 holding.
Vertex Planning Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2025 and has held it in 2 quarters since.
Vertex Planning Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $208K in Q4 2025.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.