Golden State Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Golden State Wealth Management’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
2019 Q3	–	Sell	-700	Closed	-$21K	–	1109
2019 Q2	$21K	Sell	700 -100	-13%	-$2.97K	0.01%	610
2019 Q1	$23K	Buy	+800	New	+$22.4K	0.01%	591

Other funds holding LEGR

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Golden State Wealth Management's LEGR Position: Q3 2019 in Review

Golden State Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2019, closing a stake of 700 shares — an estimated $21K sold.

Golden State Wealth Management first reported a position in LEGR in Q1 2019 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 31 funds tracked by Wall St. Rank hold LEGR as of Q3 2019.

Golden State Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2019 after selling out during the quarter.
Golden State Wealth Management sold 700 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2019, an estimated $21K.
Golden State Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2019 and held it in 2 quarters.
Golden State Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $23K in Q1 2019.
31 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.