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Advisornet Financial’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Advisornet Financial’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
2018
Q3 		– Sell
-125
Closed -$3.73K – 1551
2018
Q2 		$4K Hold
125
– – ﹤0.01% 1316
2018
Q1 		$4K Buy
+125
New +$3.67K ﹤0.01% 1247

Other funds holding LEGR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisornet Financial's LEGR Position: Q3 2018 in Review

Advisornet Financial sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2018, closing a stake of 125 shares — an estimated $3.73K sold.

Advisornet Financial first reported a position in LEGR in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 30 funds tracked by Wall St. Rank hold LEGR as of Q3 2018.

  • Advisornet Financial reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2018 after selling out during the quarter.
  • Advisornet Financial sold 125 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2018, an estimated $3.73K.
  • Advisornet Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and held it in 2 quarters.
  • Advisornet Financial's First Trust Indxx Innovative Transaction & Process ETF position peaked at $4K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2018.

Based on Advisornet Financial's 13F filing for Q3 2018, filed 14 Nov 2018.