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 Q3	$652K	Sell	10,000 -8,000	-44%	-$526K	﹤0.01%	982
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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Vontobel Holding's LEGR Position: Q3 2026 in Review

Vontobel Holding reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 44% in Q3 2026, selling an estimated $526K and leaving 10,000 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Vontobel Holding first reported a position in LEGR in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2026. 13 funds tracked by Wall St. Rank hold LEGR as of Q3 2026.

Vontobel Holding held 10,000 shares of First Trust Indxx Innovative Transaction & Process ETF worth $652K as of Q3 2026.
Vontobel Holding sold 8,000 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2026, an estimated $526K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #982 holding.
Vontobel Holding first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2022 and has held it in 18 quarters since.
Vontobel Holding's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.16M in Q2 2026.
13 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.