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

Arkadios Wealth Advisors’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
2021 Q2	–	Sell	-535	Closed	-$21K	–	1993
2021 Q1	$21K	Buy	+535	New	+$21.2K	﹤0.01%	953

Other funds holding LEGR

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arkadios Wealth Advisors's LEGR Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2021, closing a stake of 535 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in LEGR in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 51 funds tracked by Wall St. Rank hold LEGR as of Q2 2021.

Arkadios Wealth Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 535 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2021, an estimated $21K.
Arkadios Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $21K in Q1 2021.
51 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.