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Benjamin F. Edwards & Company’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$83K Sell
1,908
-127
-6% -$5.47K ﹤0.01% 1165
2024
Q1 		$87K Sell
2,035
-50
-2% -$2.07K ﹤0.01% 1137
2023
Q4 		$85K Sell
2,085
-94
-4% -$3.56K ﹤0.01% 1119
2023
Q3 		$80K Buy
2,179
+10
+0.5% +$383 ﹤0.01% 946
2023
Q2 		$83K Buy
2,169
+320
+17% +$12K ﹤0.01% 949
2023
Q1 		$69K Buy
1,849
+101
+6% +$3.72K ﹤0.01% 1013
2022
Q4 		$60K Sell
1,748
-108
-6% -$3.6K ﹤0.01% 1034
2022
Q3 		$56K Buy
1,856
+13
+0.7% +$442 ﹤0.01% 1026
2022
Q2 		$62K Buy
1,843
+1,643
+822% +$60.4K ﹤0.01% 988
2022
Q1 		$8K Hold
200
– – ﹤0.01% 1424
2021
Q4 		$9K Hold
200
– – ﹤0.01% 1402
2021
Q3 		$8K Hold
200
– – ﹤0.01% 1431
2021
Q2 		$8K Buy
200
+100
+100% +$4.18K ﹤0.01% 1424
2021
Q1 		$4K Hold
100
– – ﹤0.01% 1535
2020
Q4 		$4K Hold
100
– – ﹤0.01% 1449
2020
Q3 		$3K Sell
100
-100
-50% -$3.15K ﹤0.01% 1521
2020
Q2 		$6K Hold
200
– – ﹤0.01% 1385
2020
Q1 		$5K Hold
200
– – ﹤0.01% 1423
2019
Q4 		$6K Hold
200
– – ﹤0.01% 1557
2019
Q3 		$6K Hold
200
– – ﹤0.01% 1532
2019
Q2 		$6K Hold
200
– – ﹤0.01% 1563
2019
Q1 		$6K Hold
200
– – ﹤0.01% 1444
2018
Q4 		$5K Hold
200
– – ﹤0.01% 1464
2018
Q3 		$6K Hold
200
– – ﹤0.01% 1385
2018
Q2 		$6K Hold
200
– – ﹤0.01% 1383
2018
Q1 		$6K Buy
+200
New +$5.88K ﹤0.01% 1375

Other funds holding LEGR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Benjamin F. Edwards & Company's LEGR Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 6.2% in Q2 2024, selling an estimated $5.47K and leaving 1,908 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Benjamin F. Edwards & Company first reported a position in LEGR in Q1 2018 and has held it in 26 quarters since. The position peaked at $87K in Q1 2024. 59 funds tracked by Wall St. Rank hold LEGR as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,908 shares of First Trust Indxx Innovative Transaction & Process ETF worth $83K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 127 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2024, an estimated $5.47K.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1165 holding.
  • Benjamin F. Edwards & Company first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 26 quarters since.
  • Benjamin F. Edwards & Company's First Trust Indxx Innovative Transaction & Process ETF position peaked at $87K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.