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

Eudaimonia 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
2024 Q1	$1.72M	Buy	39,934 +9,599	+32%	+$397K	0.91%	30
2023 Q4	$1.24M	Sell	30,335 -4,447	-13%	-$169K	0.8%	36
2023 Q3	$1.28M	Buy	34,782 +10,821	+45%	+$415K	0.9%	32
2023 Q2	$921K	Sell	23,961 -589	-2%	-$22.1K	0.62%	45
2023 Q1	$917K	Buy	24,550 +17,413	+244%	+$641K	0.62%	49
2022 Q4	$244K	Buy	7,137 +67	+0.9%	+$2.23K	0.17%	130
2022 Q3	$214K	Buy	7,070 +282	+4%	+$9.59K	0.15%	141
2022 Q2	$230K	Buy	6,788 +760	+13%	+$28K	0.16%	140
2022 Q1	$243K	Buy	6,028 +297	+5%	+$12.4K	0.14%	145
2021 Q4	$249K	Buy	+5,731	New	+$249K	0.15%	146

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Eudaimonia Advisors's LEGR Position: Q1 2024 in Review

Eudaimonia Advisors increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 32% in Q1 2024, buying an estimated $397K and bringing the position to 39,934 shares worth $1.72M. The position accounts for 0.91% of the portfolio, ranked #30.

Eudaimonia Advisors first reported a position in LEGR in Q4 2021 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold LEGR as of Q1 2024.

Eudaimonia Advisors held 39,934 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.72M as of Q1 2024.
Eudaimonia Advisors bought 9,599 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2024, an estimated $397K.
First Trust Indxx Innovative Transaction & Process ETF made up 0.91% of Eudaimonia Advisors's portfolio in Q1 2024, its #30 holding.
Eudaimonia Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and has held it in 10 quarters since.
57 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.