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

JFS Wealth 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
2023 Q1	–	Sell	-100	Closed	-$3.42K	–	1979
2022 Q4	$3.42K	Hold	100	–	–	﹤0.01%	1148
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	1196
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1200
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	1149
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	865
2021 Q3	$4K	Buy	+100	New	+$4.28K	﹤0.01%	732

Other funds holding LEGR

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

JFS Wealth Advisors's LEGR Position: Q1 2023 in Review

JFS Wealth Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2023, closing a stake of 100 shares — an estimated $3.42K sold.

JFS Wealth Advisors first reported a position in LEGR in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 61 funds tracked by Wall St. Rank hold LEGR as of Q1 2023.

JFS Wealth Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 100 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2023, an estimated $3.42K.
JFS Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2021 and held it in 6 quarters.
JFS Wealth Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $4K in Q1 2022.
61 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.