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BOLTON SECURITIES CORPORATION’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

BOLTON SECURITIES CORPORATION’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 Buy
+100
New +$6.03K ﹤0.01% 1733
2025
Q3 		$5.62K Buy
+100
New +$5.46K ﹤0.01% 1681
2025
Q1 		$4.88K Buy
+100
New +$4.87K ﹤0.01% 1592

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 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
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LEGR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 100 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #1733 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in LEGR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in LEGR in Q1 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 100 shares of First Trust Indxx Innovative Transaction & Process ETF worth $5.78K as of Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1733 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.