IWP
LEGR icon

Icon Wealth Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-175
Closed -$5K – 500
2019
Q1 		$5K Buy
+175
New +$4.91K ﹤0.01% 758
2018
Q3 		– Sell
-175
Closed -$5K – 525
2018
Q2 		$5K Buy
+175
New +$5.14K ﹤0.01% 759

Other funds holding LEGR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Icon Wealth Partners's LEGR Position: Q2 2019 in Review

Icon Wealth Partners sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2019, closing a stake of 175 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in LEGR in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 31 funds tracked by Wall St. Rank hold LEGR as of Q2 2019.

  • Icon Wealth Partners reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 175 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2019, an estimated $5K.
  • Icon Wealth Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.