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 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 $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

Vontobel Holding's LEGR Position: Q1 2026 in Review

Vontobel Holding held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 18,000 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Vontobel Holding first reported a position in LEGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Vontobel Holding held 18,000 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.04M as of Q1 2026.
Vontobel Holding left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #646 holding.
Vontobel Holding first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2022 and has held it in 16 quarters since.
Vontobel Holding's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.07M in Q4 2025.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.