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 Q2	$225K	Hold	3,500	–	–	0.03%	153
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 $445B AUM 25.58% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vertex Planning Partners's LEGR Position: Q2 2026 in Review

Vertex Planning Partners held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q2 2026 at 3,500 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #153.

Vertex Planning Partners first reported a position in LEGR in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Vertex Planning Partners held 3,500 shares of First Trust Indxx Innovative Transaction & Process ETF worth $225K as of Q2 2026.
Vertex Planning Partners left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #153 holding.
Vertex Planning Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2025 and has held it in 3 quarters since.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.