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

Realta Investment 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 Q3	–	Sell	-475	Closed	-$18.3K	–	800
2023 Q2	$18.3K	Buy	+475	New	+$17.8K	﹤0.01%	671
2023 Q1	–	Sell	-475	Closed	-$16.3K	–	663
2022 Q4	$16.3K	Buy	+475	New	+$15.8K	﹤0.01%	670

Other funds holding LEGR

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

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

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

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

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

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

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

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Realta Investment Advisors's LEGR Position: Q3 2023 in Review

Realta Investment Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2023, closing a stake of 475 shares — an estimated $18.3K sold.

Realta Investment Advisors first reported a position in LEGR in Q4 2022 and held it in 2 quarters. The position peaked at $18.3K in Q2 2023. 61 funds tracked by Wall St. Rank hold LEGR as of Q3 2023.

Realta Investment Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2023 after selling out during the quarter.
Realta Investment Advisors sold 475 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2023, an estimated $18.3K.
Realta Investment Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and held it in 2 quarters.
Realta Investment Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $18.3K in Q2 2023.
61 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.