Vontobel Holding’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Vontobel Holding’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	$1.16M	Hold	18,000	–	–	﹤0.01%	773
2026 Q1	$1.04M	Hold	18,000	–	–	﹤0.01%	646
2025 Q4	$1.07M	Hold	18,000	–	–	﹤0.01%	734
2025 Q3	$1.01M	Hold	18,000	–	–	﹤0.01%	716
2025 Q2	$969K	Hold	18,000	–	–	﹤0.01%	688
2025 Q1	$878K	Hold	18,000	–	–	﹤0.01%	624
2024 Q4	$835K	Hold	18,000	–	–	﹤0.01%	649
2024 Q3	$847K	Hold	18,000	–	–	﹤0.01%	634
2024 Q2	$782K	Buy	18,000 +3,000	+20%	+$129K	﹤0.01%	638
2024 Q1	$644K	Hold	15,000	–	–	0.01%	703
2023 Q4	$614K	Hold	15,000	–	–	0.01%	741
2023 Q3	$554K	Hold	15,000	–	–	0.01%	735
2023 Q2	$577K	Hold	15,000	–	–	0.01%	753
2023 Q1	$560K	Hold	15,000	–	–	0.01%	751
2022 Q4	$514K	Hold	15,000	–	–	0.01%	746
2022 Q3	$454K	Hold	15,000	–	–	0.01%	745
2022 Q2	$508K	Buy	+15,000	New	+$552K	0.01%	709

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

Vontobel Holding's LEGR Position: Q2 2026 in Review

Vontobel Holding held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q2 2026 at 18,000 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Vontobel Holding first reported a position in LEGR in Q2 2022 and has held it in 17 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Vontobel Holding held 18,000 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.16M as of Q2 2026.
Vontobel Holding left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #773 holding.
Vontobel Holding first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2022 and has held it in 17 quarters since.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.