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

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-33	Closed	-$1K	–	784
2018 Q1	$1K	Buy	+33	New	+$970	﹤0.01%	917

Other funds holding LEGR

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LEGR Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2018, closing a stake of 33 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in LEGR in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 30 funds tracked by Wall St. Rank hold LEGR as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 33 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2018, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1K in Q1 2018.
30 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.