Ladenburg Thalmann Financial Services’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$249K	Buy	7,763 +37	+0.5%	+$1.13K	﹤0.01%	2346
2019 Q3	$227K	Sell	7,726 -828	-10%	-$24.7K	﹤0.01%	2371
2019 Q2	$257K	Sell	8,554 -2,052	-19%	-$60.9K	﹤0.01%	2274
2019 Q1	$309K	Sell	10,606 -754	-7%	-$21.1K	﹤0.01%	2063
2018 Q4	$290K	Sell	11,360 -413	-4%	-$11.3K	﹤0.01%	1938
2018 Q3	$357K	Buy	11,773 +2,187	+23%	+$65.2K	﹤0.01%	1860
2018 Q2	$279K	Hold	9,586	–	–	﹤0.01%	1973
2018 Q1	$279K	Buy	+9,586	New	+$282K	﹤0.01%	1973

Other funds holding LEGR

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LEGR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 0.48% in Q4 2019, buying an estimated $1.13K and bringing the position to 7,763 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Ladenburg Thalmann Financial Services first reported a position in LEGR in Q1 2018 and has held it in 8 quarters since. The position peaked at $357K in Q3 2018. 30 funds tracked by Wall St. Rank hold LEGR as of Q4 2019.

Ladenburg Thalmann Financial Services held 7,763 shares of First Trust Indxx Innovative Transaction & Process ETF worth $249K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 37 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2019, an estimated $1.13K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2346 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $357K in Q3 2018.
30 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.