Capital Analysts LLC’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-281	Closed	-$11K	–	1133
2023 Q4	$11K	Hold	281	–	–	﹤0.01%	888
2023 Q3	$10K	Hold	281	–	–	﹤0.01%	882
2023 Q2	$11K	Hold	281	–	–	﹤0.01%	808
2023 Q1	$10K	Hold	281	–	–	﹤0.01%	809
2022 Q4	$10K	Hold	281	–	–	﹤0.01%	855
2022 Q3	$9K	Hold	281	–	–	﹤0.01%	822
2022 Q2	$10K	Hold	281	–	–	﹤0.01%	800
2022 Q1	$11K	Hold	281	–	–	﹤0.01%	741
2021 Q4	$12K	Buy	+281	New	+$12.2K	﹤0.01%	790

Other funds holding LEGR

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

Capital Analysts LLC's LEGR Position: Q1 2024 in Review

Capital Analysts LLC sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2024, closing a stake of 281 shares — an estimated $11K sold.

Capital Analysts LLC first reported a position in LEGR in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 57 funds tracked by Wall St. Rank hold LEGR as of Q1 2024.

Capital Analysts LLC reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2024 after selling out during the quarter.
Capital Analysts LLC sold 281 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2024, an estimated $11K.
Capital Analysts LLC first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and held it in 9 quarters.
Capital Analysts LLC's First Trust Indxx Innovative Transaction & Process ETF position peaked at $12K in Q4 2021.
57 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2024.

Based on Capital Analysts LLC's 13F filing for Q1 2024, filed 14 May 2024.