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

Wells Fargo’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 		$26.1K Buy
451
+1
+0.2% +$60 ﹤0.01% 5682
2025
Q4 		$26.8K Buy
450
+448
+22,400% +$25.9K ﹤0.01% 5714
2025
Q3 		$91 Buy
2
+1
+100% +$55 ﹤0.01% 6397
2025
Q2 		$35 Hold
1
– – ﹤0.01% 6651
2025
Q1 		$54 Sell
1
-250
-100% -$12.2K ﹤0.01% 6443
2024
Q4 		$11.7K Buy
251
+250
+25,000% +$11.8K ﹤0.01% 5905
2024
Q3 		$29 Buy
+1
New +$44 ﹤0.01% 6473
2024
Q2 		– Sell
-1
Closed -$43 – 6684
2024
Q1 		$47 Sell
1
-931
-100% -$38.5K ﹤0.01% 6846
2023
Q4 		$38.1K Buy
932
+401
+76% +$15.2K ﹤0.01% 5378
2023
Q3 		$19.6K Buy
531
+123
+30% +$4.71K ﹤0.01% 5608
2023
Q2 		$15.7K Buy
+408
New +$15.3K ﹤0.01% 5803
2023
Q1 		– Sell
-2
Closed -$74 – 7610
2022
Q4 		$69 Buy
2
+1
+100% +$33 ﹤0.01% 6903
2022
Q3 		$0 Sell
1
-137
-99% -$4.66K ﹤0.01% 7041
2022
Q2 		$5K Buy
+138
New +$5.08K ﹤0.01% 6005
2022
Q1 		– Sell
-1
Closed -$42 – 7475
2021
Q4 		$0 Hold
1
– – ﹤0.01% 7550
2021
Q3 		$0 Hold
1
– – ﹤0.01% 7269
2021
Q2 		$0 Sell
1
-1
-50% -$42 ﹤0.01% 7186
2021
Q1 		$0 Buy
2
+1
+100% +$40 ﹤0.01% 7153
2020
Q4 		$0 Hold
1
– – ﹤0.01% 6768
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6635
2020
Q2 		$0 Hold
1
– – ﹤0.01% 6578
2020
Q1 		$0 Hold
1
– – ﹤0.01% 6523
2019
Q4 		$0 Hold
1
– – ﹤0.01% 6579
2019
Q3 		$0 Sell
1
-1
-50% -$30 ﹤0.01% 6566
2019
Q2 		$0 Buy
2
+1
+100% +$30 ﹤0.01% 6511
2019
Q1 		$0 Buy
+1
New +$28 ﹤0.01% 6271

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 $2.11B AUM 27.11% 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 $10.1B AUM 14.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo's LEGR Position: Q1 2026 in Review

Wells Fargo increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.22% in Q1 2026, buying an estimated $60 and bringing the position to 451 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5682.

Wells Fargo first reported a position in LEGR in Q1 2019 and has held it in 26 quarters since. The position peaked at $38.1K in Q4 2023. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Wells Fargo held 451 shares of First Trust Indxx Innovative Transaction & Process ETF worth $26.1K as of Q1 2026.
  • Wells Fargo bought 1 First Trust Indxx Innovative Transaction & Process ETF share in Q1 2026, an estimated $60.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5682 holding.
  • Wells Fargo first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2019 and has held it in 26 quarters since.
  • Wells Fargo's First Trust Indxx Innovative Transaction & Process ETF position peaked at $38.1K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.