Advisors Preferred’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Advisors Preferred’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
2023 Q4	–	Sell	-716	Closed	-$26.2K	–	266
2023 Q3	$26.2K	Buy	+716	New	+$27.4K	0.01%	164
2023 Q2	–	Sell	-2,397	Closed	-$89.6K	–	225
2023 Q1	$89.6K	Buy	+2,397	New	+$88.3K	0.03%	100

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisors Preferred's LEGR Position: Q4 2023 in Review

Advisors Preferred sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2023, closing a stake of 716 shares — an estimated $26.2K sold.

Advisors Preferred first reported a position in LEGR in Q1 2023 and held it in 2 quarters. The position peaked at $89.6K in Q1 2023. 64 funds tracked by Wall St. Rank hold LEGR as of Q4 2023.

Advisors Preferred reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2023 after selling out during the quarter.
Advisors Preferred sold 716 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2023, an estimated $26.2K.
Advisors Preferred first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2023 and held it in 2 quarters.
Advisors Preferred's First Trust Indxx Innovative Transaction & Process ETF position peaked at $89.6K in Q1 2023.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2023.

Based on Advisors Preferred's 13F filing for Q4 2023, filed 24 Jan 2024.