LEGR — FIRST TR EXCHANGE-TRADED FD

Ownership history in BENJAMIN EDWARDS INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in FIRST TR EXCHANGE-TRADED FD (LEGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,149 -59 -0.2% 0.02% $1.5M $59.50
2025 Q3 REDUCED 25,208 -146 -0.6% 0.02% $1.4M $55.97
2025 Q2 INITIATED 25,354 — — 0.02% $1.4M $53.43
% of Fund (quarterly)    LEGR price (monthly, adj. close)

Other funds also holding LEGR

As of 2025 Q4 — sorted by position size

FLAGSTAR ADVISORS INC 3Y 0.24% WealthCare Investment Partners, LLC 3Y 0.19% KINGSWOOD WEALTH ADVISORS, LLC 0.18% FLOW TRADERS U.S. LLC 3Y 7Y 0.1% Vertex Planning Partners, LLC 3Y 0.05% FLPUTNAM INVESTMENT MANAGEMENT CO 3Y 7Y 0.02% Financial Engines Advisors L.L.C. 3Y 7Y 0.02% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.01% Belpointe Asset Management LLC 3Y 7Y 0.01% Capital Investment Advisory Services, LLC 3Y 7Y 0.01%
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