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LEGR - ETF AI Analysis

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LEGR

First Trust Indxx Innovative Transaction & Process ETF (LEGR)

Rating:67Neutral
Price Target:
LEGR’s rating reflects a solid mix of innovative technology and financial-sector leaders, with standout holdings like TSMC, Micron, and PayPal providing strong growth potential through their roles in AI, digital payments, and advanced chip manufacturing. Financial giants such as Mitsubishi UFJ, Morgan Stanley, and ICBC add stability and income potential, though issues like high leverage, valuation concerns, and profitability pressures at names like Intel and Infineon slightly weigh on the fund. The main risk is the ETF’s heavy exposure to technology and financial services, which can make performance more sensitive to sector-specific downturns and market volatility.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum for investors.
Leading Semiconductor and Tech Holdings
Top positions in major chip and technology companies have generally shown strong performance, helping drive the fund’s returns.
Broad Global and Sector Diversification
Holdings spread across multiple countries and sectors, with meaningful exposure to both financials and technology, help reduce reliance on any single market or industry.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slightly reduce the net return investors receive over time.
Concentration in Financials and Technology
A large portion of the portfolio is focused in financial and tech stocks, which increases sensitivity to downturns in these areas.
Mixed Performance Among Top Holdings
While several major positions have performed well, at least one notable holding has been weak, which can drag on overall results.

LEGR vs. SPDR S&P 500 ETF (SPY)

LEGR Summary

LEGR is an exchange-traded fund that follows the Indxx Blockchain Index, focusing on companies using or supporting blockchain technology. It holds a mix of financial and tech firms from around the world, including well-known names like Amazon, Intel, and PayPal. Investors might consider LEGR if they want growth potential from the spread of blockchain across areas like payments, data security, and supply chains, while still getting diversification across many companies and countries. A key risk is that blockchain is a young, fast-changing sector, so the ETF’s price can be volatile and may go up and down more than the overall market.
How much will it cost me?The expense ratio for the First Trust Indxx Innovative Transaction & Process ETF (LEGR) is 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specialized theme, blockchain technology, which requires more research and expertise.
What would affect this ETF?The LEGR ETF, focused on blockchain technology, could benefit from increasing adoption of blockchain across industries like finance and technology, as well as growing interest in digital transformation trends globally. However, it may face challenges from regulatory uncertainty around blockchain and cryptocurrency, as well as potential economic slowdowns that could impact technology and financial sectors, which make up a significant portion of its holdings.

LEGR Top 10 Holdings

LEGR is powered by a global mix of chipmakers and banks riding the blockchain wave. AMD and Micron have been the main engines lately, with rising momentum tied to AI and high‑end memory demand, while Intel and Infineon are more mixed, occasionally losing steam and tempering returns. On the financial side, Mitsubishi UFJ and Morgan Stanley are steady contributors, helping balance the more volatile tech names. With a clear tilt toward semiconductors and financials across the U.S., Asia, and Europe, the fund’s story is all about blockchain infrastructure rather than pure crypto bets.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Advanced Micro Devices3.03%$3.95M$791.48B177.32%
73
Outperform
Micron2.66%$3.47M$987.83B684.73%
79
Outperform
Intel2.48%$3.24M$459.66B367.12%
64
Neutral
Infineon Technologies AG1.83%$2.39M€77.39B83.04%
67
Neutral
Mitsubishi UFJ1.69%$2.20M$250.37B61.28%
77
Outperform
Morgan Stanley1.68%$2.19M$331.32B51.28%
76
Outperform
PayPal Holdings1.60%$2.09M$49.32B-14.75%
76
Outperform
Samsung Electronics1.60%$2.09M₩10.00T>230.73%
Industrial and Commercial Bank of China1.49%$1.95MHK$3.21T27.70%
78
Outperform
TSMC1.48%$1.93M$1.77T71.87%
81
Outperform

LEGR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
64.58
Positive
100DMA
62.36
Positive
200DMA
60.50
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LEGR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.17, equal to the 50-day MA of 64.58, and equal to the 200-day MA of 60.50, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LEGR.

LEGR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$130.85M0.65%
67
Neutral
$976.26M0.75%
73
Outperform
$944.64M0.49%
67
Neutral
$934.30M0.40%
61
Neutral
$267.30M0.75%
49
Neutral
$186.45M0.50%
49
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LEGR
First Trust Indxx Innovative Transaction & Process ETF
65.27
12.95
24.75%
IVES
Dan IVES Wedbush AI Revolution ETF
TRFK
Pacer Data and Digital Revolution ETF
GII
SPDR S&P Global Infrastructure ETF
WGMI
Valkyrie Bitcoin Miners ETF
BKCH
Global X Blockchain ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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