Creative Financial Designs’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Creative Financial Designs’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	-69	Closed	-$3.22K	–	2097
2024 Q4	$3.22K	Hold	69	–	–	﹤0.01%	1507
2024 Q3	$3.25K	Buy	69 +1	+1%	+$44	﹤0.01%	1464
2024 Q2	$2.95K	Hold	68	–	–	﹤0.01%	1430
2024 Q1	$2.92K	Hold	68	–	–	﹤0.01%	1428
2023 Q4	$2.77K	Hold	68	–	–	﹤0.01%	1373
2023 Q3	$2.49K	Buy	+68	New	+$2.6K	﹤0.01%	1307
2023 Q1	–	Sell	-105	Closed	-$3.6K	–	1425
2022 Q4	$3.6K	Hold	105	–	–	﹤0.01%	1095
2022 Q3	$3K	Hold	105	–	–	﹤0.01%	1121
2022 Q2	$4K	Hold	105	–	–	﹤0.01%	1051
2022 Q1	$4K	Hold	105	–	–	﹤0.01%	1079
2021 Q4	$5K	Hold	105	–	–	﹤0.01%	1020
2021 Q3	$4K	Hold	105	–	–	﹤0.01%	1197
2021 Q2	$4K	Buy	105 +15	+17%	+$627	﹤0.01%	1220
2021 Q1	$4K	Buy	+90	New	+$3.57K	﹤0.01%	1106

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

Creative Financial Designs's LEGR Position: Q1 2025 in Review

Creative Financial Designs sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2025, closing a stake of 69 shares — an estimated $3.22K sold.

Creative Financial Designs first reported a position in LEGR in Q1 2021 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 53 funds tracked by Wall St. Rank hold LEGR as of Q1 2025.

Creative Financial Designs reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 69 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2025, an estimated $3.22K.
Creative Financial Designs first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 14 quarters.
Creative Financial Designs's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5K in Q4 2021.
53 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.