Wells Fargo
LEGR icon

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
Q2 		– Sell
-451
Closed -$28.7K – 6839
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
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

Wells Fargo's LEGR Position: Q2 2026 in Review

Wells Fargo sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026, closing a stake of 451 shares — an estimated $28.7K sold.

Wells Fargo first reported a position in LEGR in Q1 2019 and held it in 26 quarters. The position peaked at $38.1K in Q4 2023. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Wells Fargo reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Fargo sold 451 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $28.7K.
  • Wells Fargo first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2019 and held it in 26 quarters.
  • Wells Fargo's First Trust Indxx Innovative Transaction & Process ETF position peaked at $38.1K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.