William Blair & Company’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

William Blair & Company’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	$5.78K	Hold	100	–	–	﹤0.01%	1863
2025 Q4	$5.95K	Hold	100	–	–	﹤0.01%	1802
2025 Q3	$5.62K	Hold	100	–	–	﹤0.01%	1786
2025 Q2	$5.38K	Hold	100	–	–	﹤0.01%	1761
2025 Q1	$4.88K	Hold	100	–	–	﹤0.01%	1749
2024 Q4	$4.64K	Hold	100	–	–	﹤0.01%	1769
2024 Q3	$4.71K	Hold	100	–	–	﹤0.01%	1785
2024 Q2	$4.34K	Hold	100	–	–	﹤0.01%	1787
2024 Q1	$4.29K	Hold	100	–	–	﹤0.01%	1751
2023 Q4	$4.09K	Hold	100	–	–	﹤0.01%	1744
2023 Q3	$3.69K	Hold	100	–	–	﹤0.01%	1753
2023 Q2	$3.84K	Hold	100	–	–	﹤0.01%	1771
2023 Q1	$3.73K	Hold	100	–	–	﹤0.01%	1762
2022 Q4	$3.42K	Hold	100	–	–	﹤0.01%	1774
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	1789
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1825
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	1867
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1927
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	1836
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	1853
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	1820
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	1782
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	1681
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	1637
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1625
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1692
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1663
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1697
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1675
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1627
2018 Q3	$3K	Buy	+100	New	+$2.98K	﹤0.01%	1609

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

William Blair & Company's LEGR Position: Q1 2026 in Review

William Blair & Company held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 100 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

William Blair & Company first reported a position in LEGR in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.95K in Q4 2025. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

William Blair & Company held 100 shares of First Trust Indxx Innovative Transaction & Process ETF worth $5.78K as of Q1 2026.
William Blair & Company 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 William Blair & Company's portfolio in Q1 2026, its #1863 holding.
William Blair & Company first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2018 and has held it in 31 quarters since.
William Blair & Company's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5.95K in Q4 2025.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.