Janney Montgomery Scott
LEGR icon

Janney Montgomery Scott’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Janney Montgomery Scott’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 		– Sell
-4,915
Closed -$211K – 2730
2024
Q1 		$211K Hold
4,915
– – ﹤0.01% 2540
2023
Q4 		$201K Buy
+4,915
New +$186K ﹤0.01% 2466
2022
Q2 		– Sell
-6,560
Closed -$264K – 2393
2022
Q1 		$264K Hold
6,560
– – ﹤0.01% 1953
2021
Q4 		$285K Buy
6,560
+265
+4% +$11.5K ﹤0.01% 2030
2021
Q3 		$266K Sell
6,295
-175
-3% -$7.48K ﹤0.01% 2021
2021
Q2 		$273K Buy
6,470
+175
+3% +$7.32K ﹤0.01% 1972
2021
Q1 		$253K Buy
6,295
+345
+6% +$13.7K ﹤0.01% 1948
2020
Q4 		$223K Buy
+5,950
New +$205K ﹤0.01% 2046
2020
Q3 		– Sell
-7,550
Closed -$222K – 2105
2020
Q2 		$222K Buy
+7,550
New +$209K ﹤0.01% 1782
2020
Q1 		– Sell
-9,050
Closed -$289K – 1995
2019
Q4 		$289K Buy
9,050
+500
+6% +$15.3K ﹤0.01% 1731
2019
Q3 		$251K Buy
8,550
+250
+3% +$7.45K ﹤0.01% 1780
2019
Q2 		$249K Hold
8,300
– – ﹤0.01% 1782
2019
Q1 		$242K Buy
+8,300
New +$233K ﹤0.01% 1767
2018
Q3 		– Sell
-9,653
Closed -$278K – 2106
2018
Q2 		$278K Buy
9,653
+1,988
+26% +$58.4K ﹤0.01% 1684
2018
Q1 		$223K Buy
+7,665
New +$225K ﹤0.01% 1757

Other funds holding LEGR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Janney Montgomery Scott's LEGR Position: Q2 2024 in Review

Janney Montgomery Scott sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2024, closing a stake of 4,915 shares — an estimated $211K sold.

Janney Montgomery Scott first reported a position in LEGR in Q1 2018 and held it in 15 quarters. The position peaked at $289K in Q4 2019. 59 funds tracked by Wall St. Rank hold LEGR as of Q2 2024.

  • Janney Montgomery Scott reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,915 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2024, an estimated $211K.
  • Janney Montgomery Scott first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and held it in 15 quarters.
  • Janney Montgomery Scott's First Trust Indxx Innovative Transaction & Process ETF position peaked at $289K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.