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

Brown Financial 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
2024
Q3 		– Sell
-888
Closed -$38.6K – 175
2024
Q2 		$38.6K Buy
+888
New +$38.3K 0.02% 155

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brown Financial Advisors's LEGR Position: Q3 2024 in Review

Brown Financial Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2024, closing a stake of 888 shares — an estimated $38.6K sold.

Brown Financial Advisors first reported a position in LEGR in Q2 2024 and held it in 1 quarter. The position peaked at $38.6K in Q2 2024. 55 funds tracked by Wall St. Rank hold LEGR as of Q3 2024.

  • Brown Financial Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 888 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2024, an estimated $38.6K.
  • Brown Financial Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $38.6K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.