Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust Indxx Innovative Transaction & Process ETF(LEGR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LEGR
10/28/2026: LEGR (2-star) is currently NOT-A-BUY. Pass it for now.
LEGR provides targeted exposure to companies involved in the development and deployment of blockchain and distributed ledger technologies through a disciplined, rules-based index. Its primary strength lies in its systematic approach, which offers a broader focus on infrastructure providers rather than just pure-play digital asset entities. It is designed as a thematic satellite position within a diversified portfolio, best suited for investors seeking to capture the growth of emerging tech innovation. Investors should be aware of the high volatility and sector concentration risks, as well as the impact of interest rate changes on high-growth technology equities. It is most appropriate for growth-oriented investors who can tolerate significant price swings while maintaining a long-term time horizon.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides high-beta exposure to disruptive technology companies in the blockchain space. |
| Momentum investor | Strong fit while signal remains positive | Thematic ETFs often see strong price moves during market enthusiasm for emerging technologies. |
| Value investor | Weak fit | The companies within the fund are typically high-growth, high-multiple technology stocks. |
| Dividend/Income investor | Weak fit | The focus is on capital appreciation from tech innovation rather than income generation. |
| Low-risk investor | Weak fit | High sector concentration and thematic volatility make this unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual with a high risk tolerance who believes in the long-term potential of distributed ledger technology.
Suitability
LEGR is best suited for long-term investors looking for thematic satellite exposure rather than core portfolio holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic tech stocks often experience sharp price fluctuations based on market sentiment. |
| Market risk | High | The fund is heavily exposed to systemic risks affecting the broader technology and financial sectors. |
| Concentration | Medium / high | A narrow focus on blockchain-related companies increases sensitivity to sector-specific headwinds. |
| Tracking/expense | Low | The passive structure ensures the fund tracks its index efficiently. |
| Liquidity | Medium | Trading volume may decline during market stress, potentially impacting execution costs. |
| Business/sector quality | Medium | The long-term viability of blockchain-specific business models is still evolving and subject to uncertainty. |
Risk Analysis
Volatility
LEGR exhibits higher-than-average historical volatility due to its concentration in nascent technology and high-growth sectors.
Market Risk
The fund faces significant market risk stemming from the speculative nature of blockchain businesses and their susceptibility to macro-economic shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 55 | Technology companies drive the infrastructure and software development necessary for blockchain adoption. |
| Sector | Financial Services | 30 | Financial firms utilize blockchain to improve transactional efficiency and modernize payment systems. |
| Geography | North America | 10 | Geographic concentration in major markets provides exposure to leading innovation hubs. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small portion of assets is held in cash for liquidity and operational management. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.91% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.