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Kingsbury Capital Investment Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		$776K Sell
25,606
-3,194
-11% -$109K 1.18% 16
2022
Q2 		$975K Buy
28,800
+844
+3% +$31.1K 1.34% 14
2022
Q1 		$1.13M Buy
+27,956
New +$1.17M 1.24% 15

Other funds holding LEGR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Kingsbury Capital Investment Advisors's LEGR Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 11% in Q3 2022, selling an estimated $109K and leaving 25,606 shares worth $776K. The position accounts for 1.18% of the portfolio, ranked #16.

Kingsbury Capital Investment Advisors first reported a position in LEGR in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2022. 63 funds tracked by Wall St. Rank hold LEGR as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 25,606 shares of First Trust Indxx Innovative Transaction & Process ETF worth $776K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 3,194 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2022, an estimated $109K.
  • First Trust Indxx Innovative Transaction & Process ETF made up 1.18% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #16 holding.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.13M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.