Comprehensive Financial Consultants Institutional’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-1,500	Closed	-$62K	–	333
2021 Q4	$62K	Buy	+1,500	New	+$65.2K	0.04%	218

Other funds holding LEGR

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

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

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

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

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

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

SWA

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's LEGR Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2022, closing a stake of 1,500 shares — an estimated $62K sold.

Comprehensive Financial Consultants Institutional first reported a position in LEGR in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 71 funds tracked by Wall St. Rank hold LEGR as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,500 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2022, an estimated $62K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Indxx Innovative Transaction & Process ETF position peaked at $62K in Q4 2021.
71 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.