Householder Group Estate & Retirement Specialist’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$2K	Buy	+63	New	+$2.96K	﹤0.01%	480
2023 Q4	–	Sell	-421	Closed	-$15.6K	–	1250
2023 Q3	$15.6K	Buy	+421	New	+$16.1K	0.01%	694
2023 Q1	$60K	Buy	+1,617	New	+$59.6K	0.02%	405
2022 Q4	–	Sell	-1,703	Closed	-$51K	–	766
2022 Q3	$51K	Buy	+1,703	New	+$57.9K	0.02%	395

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

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LEGR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2024: 63 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in LEGR as recently as Q3 2023.

Householder Group Estate & Retirement Specialist first reported a position in LEGR in Q3 2022 and has held it in 4 quarters since. The position peaked at $60K in Q1 2023. 55 funds tracked by Wall St. Rank hold LEGR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 63 shares of First Trust Indxx Innovative Transaction & Process ETF worth $2K as of Q4 2024.
First Trust Indxx Innovative Transaction & Process ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #480 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2022 and has held it in 4 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Indxx Innovative Transaction & Process ETF position peaked at $60K in Q1 2023.
55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.