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Coppell Advisory Solutions Corp’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-59
Closed -$2.03K – 691
2022
Q4 		$2.03K Buy
+59
New +$1.97K ﹤0.01% 854

Other funds holding LEGR

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOG
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

Coppell Advisory Solutions Corp's LEGR Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2023, closing a stake of 59 shares — an estimated $2.03K sold.

Coppell Advisory Solutions Corp first reported a position in LEGR in Q4 2022 and held it in 1 quarter. The position peaked at $2.03K in Q4 2022. 61 funds tracked by Wall St. Rank hold LEGR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 59 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2023, an estimated $2.03K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Indxx Innovative Transaction & Process ETF position peaked at $2.03K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.