Money Concepts Capital’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Money Concepts Capital’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	-494	Closed	-$16.9K	–	1847
2022 Q4	$16.9K	Buy	+494	New	+$16.5K	﹤0.01%	1755
2022 Q2	–	Sell	-300	Closed	-$12K	–	2116
2022 Q1	$12K	Buy	+300	New	+$12.5K	﹤0.01%	1849

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

Money Concepts Capital's LEGR Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2023, closing a stake of 494 shares — an estimated $16.9K sold.

Money Concepts Capital first reported a position in LEGR in Q1 2022 and held it in 2 quarters. The position peaked at $16.9K in Q4 2022. 61 funds tracked by Wall St. Rank hold LEGR as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 494 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2023, an estimated $16.9K.
Money Concepts Capital first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's First Trust Indxx Innovative Transaction & Process ETF position peaked at $16.9K in Q4 2022.
61 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.