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

NewEdge 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
-69
Closed -$2.36K – 3839
2022
Q4 		$2.36K Buy
+69
New +$2.3K ﹤0.01% 2797

Other funds holding LEGR

CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

NewEdge Advisors's LEGR Position: Q1 2023 in Review

NewEdge Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2023, closing a stake of 69 shares — an estimated $2.36K sold.

NewEdge Advisors first reported a position in LEGR in Q4 2022 and held it in 1 quarter. The position peaked at $2.36K in Q4 2022. 61 funds tracked by Wall St. Rank hold LEGR as of Q1 2023.

  • NewEdge Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 69 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2023, an estimated $2.36K.
  • NewEdge Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $2.36K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.