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

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-58	Closed	-$2.69K	–	1177
2024 Q4	$2.69K	Hold	58	–	–	﹤0.01%	1484
2024 Q3	$2.76K	Hold	58	–	–	﹤0.01%	1384
2024 Q2	$2.19K	Buy	+58	New	+$2.5K	﹤0.01%	1370
2023 Q4	$2.19K	Sell	58 -1	-2%	-$38	﹤0.01%	1277
2023 Q3	$2.03K	Hold	59	–	–	﹤0.01%	852
2023 Q2	$2.24K	Buy	+59	New	+$2.22K	﹤0.01%	999
2023 Q1	–	Sell	-59	Closed	-$2.03K	–	691
2022 Q4	$2.03K	Buy	+59	New	+$1.97K	﹤0.01%	854

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Coppell Advisory Solutions's LEGR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2025, closing a stake of 58 shares — an estimated $2.69K sold.

Coppell Advisory Solutions first reported a position in LEGR in Q4 2022 and held it in 7 quarters. The position peaked at $2.76K in Q3 2024. 53 funds tracked by Wall St. Rank hold LEGR as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 58 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2025, an estimated $2.69K.
Coppell Advisory Solutions first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Indxx Innovative Transaction & Process ETF position peaked at $2.76K in Q3 2024.
53 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.