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

Mattson 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
2024
Q4 		– Sell
-10,514
Closed -$457K – 365
2024
Q3 		$457K Sell
10,514
-177
-2% -$7.87K 0.16% 127
2024
Q2 		$464K Buy
+10,691
New +$461K 0.17% 127

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mattson Financial Services's LEGR Position: Q4 2024 in Review

Mattson Financial Services sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2024, closing a stake of 10,514 shares — an estimated $457K sold.

Mattson Financial Services first reported a position in LEGR in Q2 2024 and held it in 2 quarters. The position peaked at $464K in Q2 2024. 55 funds tracked by Wall St. Rank hold LEGR as of Q4 2024.

  • Mattson Financial Services reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 10,514 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2024, an estimated $457K.
  • Mattson Financial Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $464K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.