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Insight Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Insight Advisors’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
2021
Q3 		– Sell
-5,036
Closed -$213K – 326
2021
Q2 		$213K Buy
+5,036
New +$211K 0.07% 290

Other funds holding LEGR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Advisors's LEGR Position: Q3 2021 in Review

Insight Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2021, closing a stake of 5,036 shares — an estimated $213K sold.

Insight Advisors first reported a position in LEGR in Q2 2021 and held it in 1 quarter. The position peaked at $213K in Q2 2021. 56 funds tracked by Wall St. Rank hold LEGR as of Q3 2021.

  • Insight Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2021 after selling out during the quarter.
  • Insight Advisors sold 5,036 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2021, an estimated $213K.
  • Insight Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and held it in 1 quarter.
  • Insight Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $213K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2021.

Based on Insight Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.