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Oxler Private Wealth’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,000
Closed -$96.2K – 245
2022
Q3 		$96.2K Buy
+1,000
New +$34K 0.05% 140

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Oxler Private Wealth's LEGR Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2022, closing a stake of 1,000 shares — an estimated $96.2K sold.

Oxler Private Wealth first reported a position in LEGR in Q3 2022 and held it in 1 quarter. The position peaked at $96.2K in Q3 2022. 69 funds tracked by Wall St. Rank hold LEGR as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,000 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2022, an estimated $96.2K.
  • Oxler Private Wealth first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust Indxx Innovative Transaction & Process ETF position peaked at $96.2K in Q3 2022.
  • 69 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.