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

Rise 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 Q1	–	Sell	-31	Closed	-$1.06K	–	822
2022 Q4	$1.06K	Hold	31	–	–	﹤0.01%	642
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	636
2022 Q2	$1K	Buy	31 +1	+3%	+$37	﹤0.01%	642
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	613
2021 Q4	$1.31K	Buy	+30	New	+$1.3K	﹤0.01%	579

Other funds holding LEGR

CFGS

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

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

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

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

Rise Advisors's LEGR Position: Q1 2023 in Review

Rise Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2023, closing a stake of 31 shares — an estimated $1.06K sold.

Rise Advisors first reported a position in LEGR in Q4 2021 and held it in 5 quarters. The position peaked at $1.31K in Q4 2021. 61 funds tracked by Wall St. Rank hold LEGR as of Q1 2023.

Rise Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2023 after selling out during the quarter.
Rise Advisors sold 31 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2023, an estimated $1.06K.
Rise Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and held it in 5 quarters.
Rise Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.31K in Q4 2021.
61 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2023.

Based on Rise Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.