Next Financial Group’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Next Financial Group’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
2021 Q4	$55K	Hold	1,263	–	–	﹤0.01%	1434
2021 Q3	$53K	Hold	1,263	–	–	﹤0.01%	1387
2021 Q2	$53K	Hold	1,263	–	–	﹤0.01%	1367
2021 Q1	$51K	Hold	1,263	–	–	﹤0.01%	1272
2020 Q4	$47K	Hold	1,263	–	–	﹤0.01%	1214
2020 Q3	$40K	Buy	+1,263	New	+$39.8K	﹤0.01%	1171
2020 Q2	–	Sell	-1,263	Closed	-$31K	–	1311
2020 Q1	$31K	Hold	1,263	–	–	﹤0.01%	1128
2019 Q4	$40K	Hold	1,263	–	–	﹤0.01%	1272
2019 Q3	$37K	Hold	1,263	–	–	﹤0.01%	1234
2019 Q2	$38K	Buy	+1,263	New	+$37.5K	﹤0.01%	1252
2019 Q1	–	Sell	-1,263	Closed	-$32K	–	1901
2018 Q4	$32K	Buy	+1,263	New	+$34.6K	0.01%	947

Other funds holding LEGR

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's LEGR Position: Q4 2021 in Review

Next Financial Group held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q4 2021 at 1,263 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Next Financial Group first reported a position in LEGR in Q4 2018 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold LEGR as of Q4 2021.

Next Financial Group held 1,263 shares of First Trust Indxx Innovative Transaction & Process ETF worth $55K as of Q4 2021.
Next Financial Group left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q4 2021.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1434 holding.
Next Financial Group first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2018 and has held it in 11 quarters since.
67 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.