Northwestern Mutual Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Northwestern Mutual Wealth Management’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 Q2	–	Sell	-475	Closed	-$20.4K	–	3673
2024 Q1	$20.4K	Buy	475 +247	+108%	+$10.2K	﹤0.01%	2408
2023 Q4	$9.33K	Buy	+228	New	+$8.65K	﹤0.01%	2661
2023 Q3	–	Sell	-192	Closed	-$7.38K	–	3435
2023 Q2	$7.38K	Buy	+192	New	+$7.21K	﹤0.01%	2660

Other funds holding LEGR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management's LEGR Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2024, closing a stake of 475 shares — an estimated $20.4K sold.

Northwestern Mutual Wealth Management first reported a position in LEGR in Q2 2023 and held it in 3 quarters. The position peaked at $20.4K in Q1 2024. 59 funds tracked by Wall St. Rank hold LEGR as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 475 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2024, an estimated $20.4K.
Northwestern Mutual Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2023 and held it in 3 quarters.
Northwestern Mutual Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $20.4K in Q1 2024.
59 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.