Gradient Investments’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Gradient Investments’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 Q3	–	Sell	-57,755	Closed	-$2.51M	–	873
2024 Q2	$2.51M	Buy	57,755 +20,305	+54%	+$875K	0.06%	168
2024 Q1	$1.61M	Buy	37,450 +20,330	+119%	+$841K	0.04%	173
2023 Q4	$700K	Buy	17,120 +9,348	+120%	+$354K	0.02%	208
2023 Q3	$287K	Buy	7,772 +2,387	+44%	+$91.4K	0.01%	283
2023 Q2	$207K	Buy	5,385 +3,450	+178%	+$130K	0.01%	321
2023 Q1	$72.3K	Buy	1,935 +1,037	+115%	+$38.2K	﹤0.01%	425
2022 Q4	$30.8K	Buy	898 +797	+789%	+$26.6K	﹤0.01%	597
2022 Q3	$3K	Buy	+101	New	+$3.43K	﹤0.01%	1066

Other funds holding LEGR

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's LEGR Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2024, closing a stake of 57,755 shares — an estimated $2.51M sold.

Gradient Investments first reported a position in LEGR in Q3 2022 and held it in 8 quarters. The position peaked at $2.51M in Q2 2024. 55 funds tracked by Wall St. Rank hold LEGR as of Q3 2024.

Gradient Investments reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 57,755 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2024, an estimated $2.51M.
Gradient Investments first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2022 and held it in 8 quarters.
Gradient Investments's First Trust Indxx Innovative Transaction & Process ETF position peaked at $2.51M in Q2 2024.
55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.