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

ICA Group 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
2024 Q2	$1.95K	Sell	45 -2,290	-98%	-$98.7K	﹤0.01%	690
2024 Q1	$100K	Buy	2,335 +1	+0%	+$41	0.02%	398
2023 Q4	$95.5K	Buy	+2,334	New	+$88.5K	0.02%	362
2023 Q3	–	Sell	-2,863	Closed	-$110K	–	761
2023 Q2	$110K	Buy	2,863 +4	+0.1%	+$150	0.03%	315
2023 Q1	$107K	Hold	2,859	–	–	0.03%	333
2022 Q4	$97.9K	Buy	+2,859	New	+$95.3K	0.02%	368

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

ICA Group Wealth Management's LEGR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 98% in Q2 2024, selling an estimated $98.7K and leaving 45 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

ICA Group Wealth Management first reported a position in LEGR in Q4 2022 and has held it in 6 quarters since. The position peaked at $110K in Q2 2023. 59 funds tracked by Wall St. Rank hold LEGR as of Q2 2024.

ICA Group Wealth Management held 45 shares of First Trust Indxx Innovative Transaction & Process ETF worth $1.95K as of Q2 2024.
ICA Group Wealth Management sold 2,290 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2024, an estimated $98.7K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #690 holding.
ICA Group Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $110K in Q2 2023.
59 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.