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WealthCare Investment Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

WealthCare Investment 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 		$623K Hold
10,753
– – 0.17% 108
2025
Q4 		$649K Buy
10,753
+536
+5% +$31K 0.19% 102
2025
Q3 		$580K Buy
10,217
+474
+5% +$25.9K 0.19% 105
2025
Q2 		$528K Sell
9,743
-888
-8% -$44.5K 0.19% 102
2025
Q1 		$489K Buy
10,631
+215
+2% +$10.5K 0.21% 89
2024
Q4 		$482K Buy
10,416
+49
+0.5% +$2.31K 0.21% 94
2024
Q3 		$492K Sell
10,367
-310
-3% -$13.8K 0.22% 89
2024
Q2 		$464K Sell
10,677
-771
-7% -$33.2K 0.22% 88
2024
Q1 		$492K Sell
11,448
-340
-3% -$14.1K 0.24% 83
2023
Q4 		$478K Sell
11,788
-527
-4% -$20K 0.26% 80
2023
Q3 		$451K Sell
12,315
-75
-0.6% -$2.87K 0.27% 75
2023
Q2 		$472K Sell
12,390
-1,219
-9% -$45.8K 0.28% 70
2023
Q1 		$508K Sell
13,609
-354
-3% -$13K 0.31% 69
2022
Q4 		$478K Sell
13,963
-921
-6% -$30.7K 0.33% 71
2022
Q3 		$451K Buy
14,884
+747
+5% +$25.4K 0.37% 62
2022
Q2 		$479K Buy
14,137
+1,014
+8% +$37.3K 0.41% 62
2022
Q1 		$515K Buy
13,123
+3,504
+36% +$146K 0.46% 56
2021
Q4 		$418K Buy
+9,619
New +$418K 0.4% 58

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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 $11B AUM 18.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WealthCare Investment Partners's LEGR Position: Q1 2026 in Review

WealthCare Investment Partners held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 10,753 shares worth $623K. The position accounts for 0.17% of the portfolio, ranked #108.

WealthCare Investment Partners first reported a position in LEGR in Q4 2021 and has held it in 18 quarters since. The position peaked at $649K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • WealthCare Investment Partners held 10,753 shares of First Trust Indxx Innovative Transaction & Process ETF worth $623K as of Q1 2026.
  • WealthCare Investment 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 0.17% of WealthCare Investment Partners's portfolio in Q1 2026, its #108 holding.
  • WealthCare Investment Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $649K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.