CAPTRUST Financial Advisors
LEGR icon

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

CAPTRUST 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
2022
Q3 		– Sell
-9
Closed – – 3155
2022
Q2 		$0 Hold
9
– – ﹤0.01% 5049
2022
Q1 		$0 Hold
9
– – ﹤0.01% 5038
2021
Q4 		$0 Buy
+9
New +$391 ﹤0.01% 4843

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Royal Bank of Canada
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Financial Engines Advisors
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

CAPTRUST Financial Advisors's LEGR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2022, closing a stake of 9 shares.

CAPTRUST Financial Advisors first reported a position in LEGR in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 63 funds tracked by Wall St. Rank hold LEGR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $0 in Q2 2022.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.